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Energy Select Sector SPDR Fund

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B
Name Holding Trade Value Shares
Change
Shares
Change %
TC
301
Trilogy Capital
California
$5.75M +$493K +5,620 +9%
JWCA
302
J.W. Cole Advisors
Florida
$5.69M +$984K +11,212 +21%
IRC
303
Investors Research Corp
Georgia
$5.69M -$112K -1,281 -2%
DCM
304
Donaldson Capital Management
Indiana
$5.66M +$120K +1,364 +2%
WIP
305
WealthCare Investment Partners
Rhode Island
$5.66M -$38.2K -408 -0.7%
VWA
306
Visionary Wealth Advisors
Illinois
$5.66M +$70.4K +802 +1%
AIP
307
Almanack Investment Partners
Pennsylvania
$5.64M -$70.8K -806 -1%
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$5.64M -$581K -6,621 -9%
KPWS
309
Kestra Private Wealth Services
Texas
$5.5M -$3.37M -38,419 -38%
CI
310
Cavalier Investments
Georgia
$5.49M +$339K +3,864 +7%
AllianceBernstein
311
AllianceBernstein
Tennessee
$5.48M +$5.48M +62,465 New
KWMG
312
King Wealth Management Group
Florida
$5.48M -$184K -2,096 -3%
AAM
313
Ameraudi Asset Management
New York
$5.48M +$36.3K +413 +0.7%
HNW
314
High Note Wealth
Minnesota
$5.47M -$54K -615 -1%
WAS
315
WESPAC Advisors SoCal
California
$5.47M -$5.39M -61,437 -50%
CAL
316
Capital Advisors Ltd
Ohio
$5.45M -$716K -8,159 -12%
MFG
317
Magnus Financial Group
New York
$5.45M +$506K +5,759 +10%
WANY
318
Wealthspire Advisors (New York)
New York
$5.4M -$70.4K -802 -1%
HCM
319
Howland Capital Management
Massachusetts
$5.38M +$3.55M +40,446 +194%
JWM
320
Jupiter Wealth Management
Colorado
$5.38M -$116K -1,317 -2%
CG
321
Castellan Group
Kentucky
$5.34M +$2.67M +30,380 +100%
ADEF
322
Adams Diversified Equity Fund
Maryland
$5.21M +$5.21M +59,300 New
WWM
323
Western Wealth Management
Colorado
$5.17M -$925K -10,531 -15%
AIM
324
AMI Investment Management
Indiana
$5.16M -$348K -3,964 -6%
CCG
325
Cypress Capital Group
Florida
$5.12M +$174K +1,983 +4%