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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 %
ODG
1676
O'Dell Group
Ohio
$23.5K +$23.5K +280 New
KWAG
1677
Kiely Wealth Advisory Group
North Carolina
$23.3K +$23.3K +278 New
CMBA
1678
C.M. Bidwell & Associates
Hawaii
$22.3K +$84 +1 +0.4%
MSWM
1679
McGlone Suttner Wealth Management
Wisconsin
$21.9K +$21.9K +261 New
SRCM
1680
Signature Resources Capital Management
California
$21.4K +$21.4K +255 New
HFS
1681
Hantz Financial Services
Michigan
$21K
SIC
1682
SJS Investment Consulting
Ohio
$20.9K +$20.9K +249 New
BHWM
1683
Beaird Harris Wealth Management
Texas
$20.3K +$7.89K +94 +64%
CWM
1684
Compass Wealth Management
Connecticut
$20.1K
FWM
1685
FSA Wealth Management
Massachusetts
$20K +$20K +241 New
SPWM
1686
Spartan Planning & Wealth Management
North Carolina
$19.9K -$8.97K -107 -31%
SFCL
1687
Strengthening Families & Communities LLC
Massachusetts
$19.6K +$168 +2 +0.9%
PMFA
1688
Plante Moran Financial Advisors
Michigan
$19.5K -$15.8K -189 -45%
VF
1689
VitalStone Financial
Texas
$19K -$289K -3,362 -94%
RA
1690
Rise Advisors
New York
$18.6K +$84 +1 +0.5%
OAJ
1691
Ogorek Anthony Joseph
New York
$18K
PCWA
1692
Pacific Capital Wealth Advisors
California
$17.8K +$17.8K +212 New
SIS
1693
Strategic Investment Solutions
Illinois
$16.8K -$1.07M -12,730 -98%
LB
1694
Legacy Bridge
Iowa
$16.8K
WAM
1695
Wolverine Asset Management
Illinois
$16.8K +$16.8K +200 New
VWWMG
1696
Vermillion & White Wealth Management Group
Pennsylvania
$16.8K +$16.8K +200 New
USB
1697
Union Savings Bank
Connecticut
$16.8K
CB
1698
Centennial Bank
Arkansas
$16.7K
KFS
1699
Kelly Financial Services
Massachusetts
$16K -$2.35K -28 -13%
RBC
1700
Roble Belko & Company
Pennsylvania
$16K