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Energy Select Sector SPDR Fund

1,768 hedge funds and large institutions have $21.6B invested in Energy Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 680 increasing their positions, 670 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+65
Holders Change %
+3.82%
% of All Funds
25.92%
Holding in Top 10
86
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.63%
% of All Funds
1.26%
New
247
Increased
680
Reduced
670
Closed
158
Calls
$4.4B
Puts
$8.32B
Net Calls
-$3.92B
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Shares
Change %
HIMC
1426
Heritage Investors Management Corp
Maryland
$255K
JSW
1427
Journey Strategic Wealth
New Jersey
$255K -$1.09K -13 -0.4%
MHB
1428
Midwest Heritage Bank
Iowa
$255K
CBT
1429
Central Bank & Trust
Kentucky
$255K -$177K -2,108 -41%
FP
1430
Financial Perspectives
Minnesota
$254K +$168 +2 +0.1%
WP
1431
Westmount Partners
California
$254K -$7.38K -88 -3%
EIA
1432
Eldridge Investment Advisors
New Hampshire
$254K
RA
1433
Resolute Advisors
California
$254K +$16.2K +193 +7%
HIP
1434
Harrell Investment Partners
Texas
$254K -$27.4K -327 -10%
VI
1435
VanderPol Investments
Michigan
$253K +$253K +3,016 New
BCM
1436
Bluefin Capital Management
New York
$252K -$168K -2,000 -40%
G
1437
Gainplan
Michigan
$252K +$58.7K +700 +30%
SCM
1438
Saxony Capital Management
Missouri
$251K +$251K +2,995 New
SXL
1439
Summit X LLC
Missouri
$251K +$12K +143 +5%
CCWM
1440
Cassaday & Co Wealth Management
Virginia
$250K +$922 +11 +0.4%
HC
1441
Hara Capital
Washington
$246K +$246K +2,940 New
CFG
1442
Carr Financial Group
Massachusetts
$246K +$503 +6 +0.2%
PG
1443
Patten Group
Tennessee
$246K -$16.8K -200 -6%
GPA
1444
Garrison Point Advisors
California
$246K -$21K -250 -8%
COCM
1445
Charter Oak Capital Management
New Hampshire
$245K -$5.95K -71 -2%
BIM
1446
Bridgecreek Investment Management
Oklahoma
$244K -$838K -10,000 -77%
MPW
1447
Monterey Private Wealth
California
$244K
TWA
1448
Talisman Wealth Advisors
New Jersey
$242K -$7.96K -95 -3%
NMM
1449
Naples Money Management
Florida
$241K +$241K +2,876 New
AWC
1450
Adamsbrown Wealth Consultants
Kansas
$240K +$922 +11 +0.4%