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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 %
SAG
1551
Spotlight Asset Group
Illinois
$123K
OHWP
1552
Oak Harbor Wealth Partners
North Carolina
$122K +$18.3K +218 +18%
PFM
1553
Phillips Financial Management
Indiana
$122K +$2.52K +30 +2%
DAM
1554
Delta Asset Management
Tennessee
$119K
PCM
1555
Perritt Capital Management
Illinois
$112K +$1.01K +12 +0.9%
IF
1556
Integrity Financial
Wyoming
$112K -$9.64K -115 -8%
WPA
1557
West Paces Advisors
Georgia
$111K +$671 +8 +0.6%
HB
1558
Horizon Bancorp
Indiana
$110K
GWS
1559
Glassman Wealth Services
Virginia
$108K -$7.96K -95 -7%
MPWT
1560
MassMutual Private Wealth & Trust
Connecticut
$107K +$23.1K +275 +28%
AA
1561
Addison Advisors
Vermont
$107K -$4.44K -53 -4%
WTC
1562
WhitTier Trust Company
Nevada
$106K
BFO
1563
Biltmore Family Office
North Carolina
$105K +$41.9K +500 +67%
KIG
1564
Kessler Investment Group
Indiana
$104K -$196K -2,342 -65%
BWL
1565
Bogart Wealth LLC
Virginia
$101K -$5.37K -64 -5%
TF
1566
Tompkins Financial
New York
$101K
AWM
1567
Atticus Wealth Management
Florida
$99.9K -$186K -2,220 -65%
PA
1568
Pineridge Advisors
Missouri
$99.6K +$99.6K +1,188 New
FUBT
1569
First United Bank & Trust
Maryland
$98.1K +$98.1K +1,170 New
WWM
1570
Wagner Wealth Management
South Carolina
$97.1K
DSC
1571
Duncker Streett & Co
Missouri
$96K +$168 +2 +0.2%
LA
1572
LM Advisors
California
$96K +$96K +1,145 New
CL
1573
CSS LLC
Illinois
$94.9K -$1.9M -22,642 -95%
FCMT
1574
Founders Capital Management (Texas)
Texas
$92.5K +$168 +2 +0.2%
HWM
1575
HighMark Wealth Management
Minnesota
$90.8K +$1.85K +22 +2%