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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 %
FPB
1526
First PREMIER Bank
South Dakota
$181K +$2.6K +31 +1%
BWM
1527
Baystate Wealth Management
Massachusetts
$172K +$5.7K +68 +3%
Daiwa Securities Group
1528
Daiwa Securities Group
Japan
$168K
OCM
1529
Orion Capital Management
California
$168K
CAM
1530
Creekmur Asset Management
Illinois
$160K +$160K +1,907 New
TCG
1531
Transcendent Capital Group
Oklahoma
$159K +$159K +1,900 New
PPC
1532
Park Place Capital
Alabama
$156K +$92.2K +1,100 +144%
NF
1533
Norwood Financial
Pennsylvania
$153K
BWM
1534
BKM Wealth Management
Wisconsin
$151K +$151K +1,803 New
AAP
1535
Arax Advisory Partners
Colorado
$137K +$1.59K +19 +1%
TVAMP
1536
Tennessee Valley Asset Management Partners
Tennessee
$137K +$137K +1,629 New
ICM
1537
Intrepid Capital Management
Florida
$134K
CCM
1538
Chilton Capital Management
Texas
$133K -$24.6K -293 -16%
FWM
1539
Focused Wealth Management
New York
$131K +$84 +1 +0.1%
TAM
1540
Tucker Asset Management
Colorado
$128K -$194K -2,313 -60%
OA
1541
Operose Advisors
Wisconsin
$127K -$20.8K -248 -14%
LIWM
1542
Long Island Wealth Management
New York
$127K +$127K +1,512 New
IWA
1543
Icon Wealth Advisors
Texas
$127K +$127K +1,512 New
WPWM
1544
Western Pacific Wealth Management
Illinois
$126K
ME
1545
McIlrath & Eck
Washington
$126K
LWCFA
1546
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K -$97.9K -1,174 -44%
PCMC
1547
Planning Capital Management Corporation
Pennsylvania
$125K +$125K +1,490 New
AT
1548
Arlington Trust
Alabama
$125K +$125K +1,488 New
WOC
1549
West Oak Capital
California
$124K -$3.31K -40 -3%
WA
1550
WestEnd Advisors
North Carolina
$124K -$2.85K -34 -2%