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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 %
TCOV
1626
Trust Company of Vermont
Vermont
$45.9K
IWP
1627
IAG Wealth Partners
Wisconsin
$45.9K +$33.5K +400 +272%
MCA
1628
Maryland Capital Advisors
Maryland
$45.6K
SIS
1629
Sound Income Strategies
Florida
$45.3K +$33.3K +397 +278%
RP
1630
Rice Partnership
Hawaii
$44.5K
AFS
1631
Annapolis Financial Services
Maryland
$43.6K
DCM
1632
Davis Capital Management
Florida
$43.6K +$43.6K +520 New
CAC
1633
Core Alternative Capital
Georgia
$43.3K +$36.3K +433 +522%
BAM
1634
Byrne Asset Management
New Jersey
$42K -$1.02K -12 -2%
TLA
1635
Tanglewood Legacy Advisors
Texas
$41.9K
FPFS
1636
First Personal Financial Services
North Carolina
$41.7K
CT
1637
Colonial Trust
South Carolina
$39.9K +$30.9K +369 +345%
AFWM
1638
Abich Financial Wealth Management
Virginia
$39.6K +$39.6K +472 New
CPA
1639
Clear Point Advisors
New York
$38.5K +$38.5K +459 New
FCT
1640
First Community Trust
Iowa
$38.1K
ST
1641
Smithfield Trust
Pennsylvania
$38K
PAG
1642
Paladin Advisory Group
Iowa
$37.6K
HPIA
1643
Hamilton Point Investment Advisors
North Carolina
$37.4K
JFG
1644
JDM Financial Group
Texas
$37.1K
CWA
1645
Core Wealth Advisors
Florida
$36.2K +$29K +346 +407%
VAMG
1646
Voisard Asset Management Group
Michigan
$35.6K +$35.6K +425 New
MSG
1647
Main Street Group
Virginia
$35.5K +$35.5K +424 New
FSWA
1648
Financial Synergies Wealth Advisors
Texas
$35K
Kayne Anderson Rudnick Investment Management
1649
Kayne Anderson Rudnick Investment Management
California
$34.8K -$13.6K -162 -28%
RIM
1650
Rockbridge Investment Management
New York
$34.5K +$34.5K +411 New