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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 %
RZH
1476
Relyea Zuckerberg Hanson
Connecticut
$221K
PCG
1477
Prosperity Consulting Group
Maryland
$220K +$220K +2,628 New
SIMG
1478
Sonora Investment Management Group
Arizona
$220K -$4.95K -59 -2%
CFS
1479
Commonwealth Financial Services
West Virginia
$220K -$5.28K -63 -2%
BWM
1480
BCS Wealth Management
Tennessee
$219K
SFFS
1481
Stonehage Fleming Financial Services
Jersey
$219K
IDA
1482
Intelligence Driven Advisers
California
$218K +$218K +2,612 New
LRIA
1483
Leonard Rickey Investment Advisors
Washington
$218K +$17.8K +212 +9%
IWM
1484
Iams Wealth Management
Nebraska
$217K +$29.3K +350 +16%
FPW
1485
Flagship Private Wealth
Massachusetts
$217K -$18.5K -221 -8%
MIAS
1486
Mason Investment Advisory Services
Virginia
$217K -$419 -5 -0.2%
AWAG
1487
ARS Wealth Advisors Group
Florida
$217K +$217K +2,589 New
SHJ
1488
Sharkey, Howes & Javer
Colorado
$216K +$2.01K +24 +0.9%
AWM
1489
Activest Wealth Management
Florida
$216K +$70.9K +845 +49%
BWA
1490
BlueChip Wealth Advisors
Georgia
$215K +$215K +2,570 New
WEG
1491
World Equity Group
Illinois
$215K -$28.3K -323 -12%
AI
1492
AXS Investments
New York
$214K -$23.9K -285 -10%
OPCM
1493
Osborne Partners Capital Management
California
$212K
RWP
1494
Revolve Wealth Partners
New Jersey
$212K +$168 +2 +0.1%
EWM
1495
Evermay Wealth Management
Virginia
$211K -$33.5K -400 -14%
BFA
1496
Bragg Financial Advisors
North Carolina
$211K +$8.38K +100 +4%
APW
1497
Austin Private Wealth
Texas
$210K +$210K +2,505 New
OC
1498
Oakworth Capital
Alabama
$210K +$67.4K +804 +47%
GI
1499
Gradient Investments
Minnesota
$210K +$3.94K +47 +2%
DWP
1500
Destiny Wealth Partners
Florida
$209K +$209K +2,475 New