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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 %
ACA
301
Aptus Capital Advisors
Alabama
$7.07M +$6.72M +71,175 +1,901%
IAMOG
302
Investors Asset Management of Georgia
Georgia
$7.04M +$345K +3,655 +5%
EC
303
Estate Counselors
Wisconsin
$7.02M -$123K -1,305 -2%
MPCG
304
Matrix Private Capital Group
New York
$7.02M -$66.2K -701 -0.9%
VRM
305
Vectors Research Management
New York
$7.01M +$5.91M +62,594 +536%
CB
306
Commerce Bank
Missouri
$6.97M -$1.17M -12,433 -14%
PIA
307
Perennial Investment Advisors
California
$6.94M -$683K -7,239 -9%
CWM
308
Cadence Wealth Management
Massachusetts
$6.87M -$58.2K -616 -0.8%
EDRH
309
Edmond de Rothschild Holding
Switzerland
$6.84M +$6.82M +72,280 +57,824%
KF
310
Krilogy Financial
Missouri
$6.83M +$12.1K +128 +0.2%
SCA
311
Stillwater Capital Advisors
Pennsylvania
$6.78M +$1.86M +19,671 +38%
MCP
312
Mirador Capital Partners
California
$6.78M +$331K +3,508 +5%
WWM
313
Western Wealth Management
Colorado
$6.75M +$1.36M +14,358 +25%
CC
314
Courier Capital
New York
$6.75M +$59.5K +630 +0.9%
EWA
315
Evolution Wealth Advisors
Florida
$6.74M +$173K +1,832 +3%
HBWM
316
Hollow Brook Wealth Management
New York
$6.73M +$563K +5,959 +9%
SPIS
317
Steward Partners Investment Solutions
Oregon
$6.72M -$9.93M -105,184 -60%
ECM
318
Evergreen Capital Management
Washington
$6.7M -$1.69M -17,895 -20%
IA
319
IMZ Advisory
Florida
$6.67M -$239K -2,533 -3%
EFI
320
EHP Funds Inc
Canada
$6.66M -$5.64M -59,700 -46%
WAG
321
Winthrop Advisory Group
Massachusetts
$6.65M +$91.7K +971 +1%
AWM
322
Act Wealth Management
Texas
$6.64M +$288K +3,052 +5%
CAL
323
Capital Advisors Ltd
Ohio
$6.63M +$111K +1,179 +2%
PCM
324
Parsons Capital Management
Rhode Island
$6.62M +$163K +1,725 +3%
CC
325
Clearline Capital
New York
$6.62M +$6.62M +70,069 New