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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 %
EMAM
351
Encompass More Asset Management
California
$4.77M +$4.23M +48,136 +778%
AFP
352
Ausdal Financial Partners
Iowa
$4.77M +$394K +4,492 +9%
KWA
353
Kingswood Wealth Advisors
California
$4.75M +$3.9M +44,449 +463%
OAM
354
Oppenheimer Asset Management
New York
$4.72M -$73.9K -842 -2%
5SA
355
5th Street Advisors
Connecticut
$4.66M +$707K +8,052 +18%
AI
356
Atom Investors
Texas
$4.66M +$437K +4,977 +10%
GVAG
357
Great Valley Advisor Group
Delaware
$4.63M -$223K -2,540 -5%
AA
358
AlphaMark Advisors
Kentucky
$4.63M -$322K -3,666 -7%
VST
359
Van Strum & Towne
California
$4.63M +$37.3K +425 +0.8%
RRA
360
Round Rock Advisors
Connecticut
$4.6M +$4.6M +52,349 New
SWM
361
Segment Wealth Management
Texas
$4.59M -$375K -4,275 -8%
MPM
362
MBB Public Markets
Illinois
$4.59M +$4.59M +52,251 New
MTC
363
Matrix Trust Company
Colorado
$4.58M -$496K -5,645 -10%
PFS
364
Prospera Financial Services
Texas
$4.58M +$39.9K +454 +0.9%
SCM
365
Stevens Capital Management
Pennsylvania
$4.56M +$2.82M +32,155 +162%
MWM
366
Meridian Wealth Management
Kentucky
$4.56M -$31.7K -361 -0.7%
CH
367
Canton Hathaway
Rhode Island
$4.5M +$283K +3,225 +7%
TWC
368
TD Waterhouse Canada
Ontario, Canada
$4.48M -$675K -7,525 -13%
HI
369
Harbour Investments
Wisconsin
$4.46M -$662K -7,541 -13%
EFH
370
Eaton Financial Holdings
Florida
$4.45M +$4.45M +50,665 New
IWMWV
371
Ironwood Wealth Management (West Virginia)
West Virginia
$4.45M +$93 +1 +0%
Ensign Peak Advisors
372
Ensign Peak Advisors
Utah
$4.43M +$638K +7,271 +17%
HHRDM
373
H&H Retirement Design & Management
Nevada
$4.41M +$469K +5,219 +12%
FFS
374
Founders Financial Securities
Maryland
$4.4M -$45.8K -522 -1%
APW
375
Atlantic Private Wealth
North Carolina
$4.4M +$9.4K +107 +0.2%