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Energy Select Sector SPDR Fund

1,793 hedge funds and large institutions have $21.8B invested in Energy Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 749 increasing their positions, 669 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
26.08%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
1.09%
New
152
Increased
749
Reduced
669
Closed
134
Calls
$4.22B
Puts
$6.78B
Net Calls
-$2.56B
Net Calls Change
+$1.45B
Name Holding Trade Value Shares
Change
Shares
Change %
OAC
326
OMERS Administration Corp
Ontario, Canada
$5.89M +$5.89M +64,600 New
KWMG
327
King Wealth Management Group
Florida
$5.88M -$115K -1,264 -2%
CFGS
328
Concourse Financial Group Securities
Alabama
$5.85M +$1.86M +20,401 +47%
JWM
329
Jupiter Wealth Management
Colorado
$5.83M -$438K -4,702 -7%
VWA
330
Visionary Wealth Advisors
Illinois
$5.8M -$582K -6,390 -9%
CGA
331
Crescent Grove Advisors
Illinois
$5.78M +$352K +3,859 +6%
VVP
332
Venture Visionary Partners
Ohio
$5.77M +$153K +1,676 +3%
DCM
333
Donaldson Capital Management
Indiana
$5.76M -$1.14M -12,496 -17%
BS
334
Banco Santander
Spain
$5.75M +$831K +9,119 +17%
HNW
335
High Note Wealth
Minnesota
$5.74M +$575K +6,304 +11%
AIM
336
AMI Investment Management
Indiana
$5.72M -$181K -1,990 -3%
SCA
337
Snowden Capital Advisors
New York
$5.71M -$325K -3,567 -5%
TSW
338
Three Seasons Wealth
Utah
$5.7M +$348K +3,813 +6%
WANY
339
Wealthspire Advisors (New York)
New York
$5.68M +$26.3K +288 +0.5%
AAM
340
Ameraudi Asset Management
New York
$5.65M +$1.07M +11,784 +23%
CA
341
Crumly & Associates
Illinois
$5.6M -$176K -1,929 -3%
WS
342
Wedbush Securities
California
$5.59M -$1.29M -14,193 -19%
WIP
343
WealthCare Investment Partners
Rhode Island
$5.56M +$61.4K +674 +1%
CF
344
Centaurus Financial
California
$5.55M +$1.39M +15,215 +33%
AAS
345
Asset Allocation Strategies
Michigan
$5.54M -$218K -2,397 -4%
LRWA
346
Long Run Wealth Advisors
New York
$5.52M +$2.61M +28,584 +89%
BCI
347
Brinker Capital Investments
Pennsylvania
$5.5M +$276K +3,033 +5%
OPS
348
Orion Portfolio Solutions
Nebraska
$5.5M +$276K +3,033 +5%
TC
349
Trilogy Capital
California
$5.45M -$3.24M -35,531 -37%
FFN
350
Focus Financial Network
Minnesota
$5.41M -$492K -5,283 -8%