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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 %
VWA
326
Visionary Wealth Advisors
Illinois
$6.61M -$3.24M -34,315 -33%
Lido Advisors
327
Lido Advisors
California
$6.51M -$436K -4,617 -6%
FGG
328
Financial Guidance Group
Florida
$6.51M +$46K +487 +0.7%
BL
329
Balentine LLC
Georgia
$6.47M -$472K -4,996 -7%
ATPW
330
Ashton Thomas Private Wealth
Arizona
$6.46M -$3.57M -37,863 -36%
AIP
331
Almanack Investment Partners
Pennsylvania
$6.41M +$562K +5,950 +10%
CAWM
332
Capital Advisors Wealth Management
Washington
$6.37M +$481K +5,090 +8%
VA
333
Valmark Advisers
Ohio
$6.35M +$282K +2,983 +5%
SRA
334
Summit Rock Advisors
New York
$6.33M -$40.2M -425,372 -86%
IRC
335
Investors Research Corp
Georgia
$6.32M -$329K -3,483 -5%
PPWP
336
Proquility Private Wealth Partners
Nevada
$6.32M +$643K +6,810 +11%
PAS
337
Park Avenue Securities
New York
$6.29M +$1.69M +17,889 +37%
JWM
338
Jupiter Wealth Management
Colorado
$6.26M -$405K -4,353 -6%
DC
339
Davenport & Co
Virginia
$6.25M +$203K +2,145 +3%
SCA
340
Snowden Capital Advisors
New York
$6.25M +$255K +2,698 +4%
SHFP
341
Second Half Financial Partners
Florida
$6.23M +$6.23M +66,006 New
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$6.22M -$918K -9,725 -13%
KWMG
343
King Wealth Management Group
Florida
$6.21M +$125K +1,323 +2%
PF
344
Phoenix Financial
Israel
$6.21M -$13.7M -145,384 -69%
IA
345
IFP Advisors
Florida
$6.21M -$1.82M -19,310 -23%
ORAM
346
One River Asset Management
Connecticut
$6.15M -$2.35M -24,927 -28%
AWA
347
Arkadios Wealth Advisors
Georgia
$6.14M +$2.18M +23,079 +55%
BTI
348
Blue Trust Inc
Georgia
$6.12M +$2.52M +26,703 +70%
AIM
349
AMI Investment Management
Indiana
$6.11M -$823K -8,716 -12%
TWC
350
TD Waterhouse Canada
Ontario, Canada
$6.09M +$595K +5,743 +11%