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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 %
WP
1576
WealthShield Partners
North Carolina
$90.2K -$249K -2,972 -73%
LFG
1577
Larson Financial Group
Missouri
$89.9K +$4.86K +58 +6%
AWM
1578
Abound Wealth Management
Tennessee
$88.2K -$3.1K -37 -3%
CWC
1579
Carolinas Wealth Consulting
North Carolina
$87.3K +$754 +9 +0.9%
JGCM
1580
Joseph Group Capital Management
Ohio
$85.8K -$12.4K -148 -13%
MWM
1581
MGB Wealth Management
Texas
$83.8K +$83.8K +1,000 New
WFG
1582
Wormser Freres Gestion
France
$83.7K +$83.7K +1,000 New
CFO
1583
CVA Family Office
Colorado
$83.1K +$83.1K +991 New
DWA
1584
Delos Wealth Advisors
Texas
$82.3K -$154K -1,838 -65%
MIM
1585
MTM Investment Management
South Carolina
$81.4K +$419 +5 +0.5%
PCTC
1586
Perkins Coie Trust Company
Washington
$81.4K
FCA
1587
FinTrust Capital Advisors
South Carolina
$79.1K -$78.1K -932 -50%
VCM
1588
Versant Capital Management
Arizona
$79.1K
BSB
1589
Bangor Savings Bank
Maine
$79K +$18.2K +217 +30%
CPG
1590
Custom Portfolio Group
Colorado
$78.8K +$78.8K +940 New
CWM
1591
Cranbrook Wealth Management
Michigan
$78.1K +$503 +6 +0.6%
NRG
1592
Nemes Rush Group
Michigan
$76.7K +$47.9K +571 +166%
GWANC
1593
Guardian Wealth Advisors (North Carolina)
North Carolina
$75.2K -$21.4K -246 -22%
GI
1594
GAMMA Investing
California
$72.8K +$72.8K +873 New
SWM
1595
Sugarloaf Wealth Management
Georgia
$72.4K
WAM
1596
WFA Asset Management
Wisconsin
$72.3K +$7.13K +85 +11%
HR
1597
Howe & Rusling
New York
$71.6K +$44.3K +528 +162%
LFA
1598
LGT Financial Advisors
Texas
$70.7K +$7.97K +95 +13%
TCM
1599
TD Capital Management
Tennessee
$69.4K
GG
1600
Gleason Group
Kentucky
$68.8K +$671 +8 +1%