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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 %
NFC
326
Northeast Financial Consultants
Connecticut
$5.11M -$1.09M -12,391 -18%
RC
327
Roundview Capital
New Jersey
$5.1M -$4.83K -55 -0.1%
PWAC
328
Private Wealth Advisors (California)
California
$5.08M
GL
329
Graypoint LLC
New York
$5.07M -$37.2K -424 -0.7%
CA
330
Crumly & Associates
Illinois
$5.06M -$341K -3,879 -6%
AA
331
Ancora Advisors
Ohio
$5.04M +$377K +4,291 +8%
CIA
332
Concurrent Investment Advisors
Florida
$5.04M -$8.32M -94,764 -62%
Fidelity Investments
333
Fidelity Investments
Massachusetts
$5.04M -$93M -1,059,116 -95%
PHS
334
Pekin Hardy Strauss
Illinois
$5.03M -$89.4K -1,018 -2%
FFN
335
Focus Financial Network
Minnesota
$5M -$94.2K -1,073 -2%
CC
336
Courier Capital
New York
$4.99M +$3.09M +35,181 +162%
BF
337
BOK Financial
Oklahoma
$4.98M +$2.49M +26,945 +100%
DC
338
Davenport & Co
Virginia
$4.97M -$1.15M -13,065 -19%
BWM
339
BigSur Wealth Management
Florida
$4.96M +$389K +4,430 +9%
HCM
340
HMS Capital Management
Tennessee
$4.95M +$13.6K +155 +0.3%
WS
341
Wedbush Securities
California
$4.93M -$456K -5,194 -8%
AF
342
Ally Financial
Michigan
$4.92M +$4.92M +56,000 New
IWM
343
IHT Wealth Management
Illinois
$4.91M -$923K -10,479 -16%
CAWM
344
Capital Advisors Wealth Management
Washington
$4.89M -$1.26M -14,350 -20%
BAM
345
Belpointe Asset Management
Nevada
$4.87M +$1.23M +14,029 +34%
CFD
346
Creative Financial Designs
Indiana
$4.86M +$260K +2,957 +6%
LRIA
347
Leonard Rickey Investment Advisors
Washington
$4.86M +$24.3K +277 +0.5%
ABC
348
Associated Banc-Corp
Wisconsin
$4.84M -$105K -1,196 -2%
BBVA
349
Banco Bilbao Vizcaya Argentaria
Spain
$4.81M -$8.29M -94,747 -63%
TS
350
Tamar Securities
California
$4.79M +$117K +1,330 +3%