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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 %
GAG
1451
GM Advisory Group
New York
$240K +$3.35K +40 +1%
AMIM
1452
Aull & Monroe Investment Management
Alabama
$239K
TW
1453
TrinityPoint Wealth
Connecticut
$239K
EM
1454
ELCO Management
New York
$239K +$239K +2,850 New
RWP
1455
RWA Wealth Partners
Massachusetts
$238K +$20.4K +243 +9%
IC
1456
Iconiq Capital
California
$238K -$447K -5,326 -65%
CW
1457
CIC Wealth
Maryland
$238K -$28.8K -344 -11%
CWM
1458
Connecticut Wealth Management
Connecticut
$237K -$31.3K -373 -12%
CD
1459
Chapin Davis
Maryland
$233K +$3.44K +41 +1%
DCM
1460
Dimension Capital Management
Florida
$233K
ISB
1461
Iowa State Bank
Iowa
$232K
ARA
1462
Alexander Randolph Advisory
Virginia
$232K +$232K +2,765 New
CWM
1463
Concentric Wealth Management
California
$232K +$26.1K +311 +13%
OAM
1464
Occidental Asset Management
California
$231K +$17.6K +210 +8%
CA
1465
Crewe Advisors
Utah
$231K +$225K +2,679 +3,572%
BBW
1466
Blue Barn Wealth
Utah
$231K
PHWM
1467
Pine Harbor Wealth Management
Maryland
$230K +$230K +2,748 New
WDL
1468
Well Done LLC
Michigan
$230K -$1.01K -12 -0.4%
MWM
1469
Merriman Wealth Management
Washington
$227K -$27.7K -330 -11%
WFA
1470
Wellspring Financial Advisors
Ohio
$227K +$5.95K +71 +3%
SWM
1471
Schwallier Wealth Management
Michigan
$226K +$226K +2,693 New
RGF
1472
Retirement Guys Formula
Ohio
$225K +$1.84K +22 +0.8%
VBFP
1473
Valtinson Bruner Financial Planning
Minnesota
$223K +$1.76K +21 +0.8%
AWA
1474
Aaron Wealth Advisors
Illinois
$223K
PCM
1475
Pennsylvania Capital Management
Pennsylvania
$221K -$83.5K -996 -27%