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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 %
RCM
1601
Raleigh Capital Management
North Carolina
$67.3K -$20.1K -240 -23%
ITIM
1602
Indiana Trust & Investment Management
Indiana
$67K +$2.43K +29 +4%
SHIM
1603
Stone House Investment Management
Pennsylvania
$66.4K -$7.71K -92 -10%
HBW
1604
Hazlett, Burt & Watson
West Virginia
$66K
AEPWM
1605
Atlantic Edge Private Wealth Management
Florida
$65.4K +$65.4K +780 New
POIA
1606
Pin Oak Investment Advisors
Texas
$64K -$8.06K -96 -11%
PCFFS
1607
Pacific Center for Financial Services
California
$63.4K +$84 +1 +0.1%
LFA
1608
Livelsberger Financial Advisory
Ohio
$62.7K +$62.7K +748 New
ADL
1609
Asset Dedication LLC
California
$61K
BC
1610
Barrett & Company
Rhode Island
$59.5K +$4.95K +59 +9%
CA
1611
Centerpoint Advisors
Massachusetts
$59K +$35.8K +425 +155%
BCMLT
1612
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.2K -$452 -5 -0.8%
EWP
1613
Elevation Wealth Partners
California
$55.6K +$55.6K +615 New
HCA
1614
Harbor Capital Advisors
Illinois
$53.9K -$162K -1,930 -75%
RFA
1615
Register Financial Advisors
Georgia
$53.7K +$53.1K +633 +9,043%
CTA
1616
Colonial Trust Advisors
South Carolina
$52.6K -$10.9K -130 -17%
OP
1617
ORG Partners
Indiana
$50.5K +$31K +370 +159%
HCM
1618
Highlander Capital Management
New Jersey
$50.3K
RFG
1619
RFP Financial Group
Georgia
$50.2K -$30.7K -366 -38%
IPW
1620
Impact Partnership Wealth
Georgia
$49.4K -$47.6K -568 -49%
FFO
1621
Fortitude Family Office
Arizona
$48.9K +$48.9K +583 New
UCB
1622
United Community Bank
South Carolina
$48.6K
LFA
1623
Level Financial Advisors
New York
$47.9K +$335 +4 +0.7%
BG
1624
Bollard Group
Massachusetts
$47K +$251 +3 +0.5%
MA
1625
MCF Advisors
Kentucky
$46.1K +$335 +4 +0.7%