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Energy Select Sector SPDR Fund

1,804 hedge funds and large institutions have $22.5B invested in Energy Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 691 increasing their positions, 727 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+36
Holders Change %
+2.04%
% of All Funds
26.15%
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.25%
New
194
Increased
691
Reduced
727
Closed
133
Calls
$5.01B
Puts
$9.03B
Net Calls
-$4.02B
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
226
Concord Investment Counsel
California
$9.73M +$9.73M +103,043 New
VI
227
Vestcor Inc
New Brunswick, Canada
$9.71M
MIH
228
Meitav Investment House
Israel
$9.69M -$20.8M -220,145 -68%
CIA
229
Capital Investment Advisors
Georgia
$9.67M -$2.16M -22,916 -18%
TCM
230
Thomist Capital Management
Texas
$9.59M -$6.5M -68,800 -40%
SFS
231
Sowell Financial Services
Arkansas
$9.58M -$2.75M -29,116 -22%
CCM
232
Candlestick Capital Management
Connecticut
$9.44M -$47.2M -500,000 -83%
GIA
233
Gladstone Institutional Advisory
Florida
$9.44M -$822K -8,703 -8%
VIA
234
Vickerman Investment Advisors
Washington
$9.42M +$233K +2,470 +3%
LWM
235
Lyell Wealth Management
California
$9.39M -$128K -1,360 -1%
BAAM
236
Baker Avenue Asset Management
California
$9.36M +$295K +3,124 +3%
GHA
237
GW Henssler & Associates
Georgia
$9.35M +$6.33K +67 +0.1%
CIP
238
Capital Insight Partners
Arizona
$9.31M +$355K +3,757 +4%
FA
239
Fiducient Advisors
Illinois
$9.29M
SCM
240
Steele Capital Management
Iowa
$9.28M +$400K +4,233 +4%
RAM
241
Riggs Asset Management
Pennsylvania
$9.27M +$174K +1,846 +2%
DADC
242
D.A. Davidson & Co
Montana
$9.24M -$481K -5,090 -5%
WAS
243
WESPAC Advisors SoCal
California
$9.22M +$842K +8,917 +10%
AG
244
AlTi Global
New York
$9.18M -$975K -10,327 -10%
OAM
245
Oppenheimer Asset Management
New York
$9.13M -$1.64M -17,360 -15%
UF
246
Univest Financial
Pennsylvania
$9.11M +$724K +7,666 +9%
CI
247
Cavalier Investments
Georgia
$9.08M +$510K +5,397 +6%
BMCM
248
Bryn Mawr Capital Management
Pennsylvania
$9.07M -$14.2K -150 -0.2%
EFG
249
Ethos Financial Group
Pennsylvania
$9.04M +$236K +2,503 +3%
AWM
250
AE Wealth Management
Kansas
$9.02M -$12M -126,745 -57%