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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 %
KPWG
1501
KFA Private Wealth Group
Virginia
$209K +$209K +2,498 New
GLLW
1502
Graves Light Lenhart Wealth
Virginia
$209K +$168 +2 +0.1%
TW
1503
Transform Wealth
Colorado
$209K -$55.2K -658 -21%
VWM
1504
Valley Wealth Managers
New Jersey
$209K
CCB
1505
Cutter & Co Brokerage
Missouri
$208K -$37.8K -451 -15%
IAA
1506
Independent Advisor Alliance
North Carolina
$207K +$207K +2,471 New
SFWC
1507
Strategic Family Wealth Counselors
New Jersey
$206K +$20.7K +247 +11%
OLA
1508
Oliver Luxxe Assets
New Jersey
$206K -$1.17K -14 -0.6%
AT
1509
Arden Trust
Delaware
$205K
BSWM
1510
Boston Standard Wealth Management
Massachusetts
$204K
BI
1511
Bramshill Investments
Florida
$204K +$67.1K +800 +49%
PFA
1512
Pure Financial Advisors
California
$204K +$204K +2,429 New
LSC
1513
Logan Stone Capital
Illinois
$203K -$158K -1,881 -44%
RBFC
1514
Roman Butler Fullerton & Co
Missouri
$202K +$11.5K +137 +6%
MA
1515
MKT Advisors
California
$202K +$202K +2,386 New
CCG
1516
Coastwise Capital Group
California
$202K -$58.4K -697 -22%
HFS
1517
Howard Financial Services
Texas
$201K +$201K +2,393 New
NAMNJ
1518
NorthStar Asset Management (New Jersey)
New Jersey
$200K +$200K +2,386 New
C
1519
Covestor
United Kingdom
$193K +$127K +1,517 +192%
NJIM
1520
Nabity-Jensen Investment Management
Nebraska
$188K +$188K +2,243 New
UOTTAIMCU
1521
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$186K +$27.7K +330 +17%
WAS
1522
Winch Advisory Services
Wisconsin
$184K -$1.93K -23 -1%
FFA
1523
Farther Finance Advisors
California
$183K -$86.4K -1,030 -32%
JFGIW
1524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$181K -$66.2K -790 -27%
HGA
1525
Hobbs Group Advisors
South Carolina
$181K +$181K +2,162 New