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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 %
UCFA
376
United Capital Financial Advisors
Texas
$5.45M -$721K -7,636 -12%
KFGK
377
Keystone Financial Group (Kentucky)
Kentucky
$5.44M +$71.7K +759 +1%
BCI
378
Brinker Capital Investments
Pennsylvania
$5.41M -$710K -7,522 -12%
OPS
379
Orion Portfolio Solutions
Nebraska
$5.41M -$710K -7,522 -12%
WFI
380
West Family Investments
California
$5.38M
CCG
381
Cypress Capital Group
Florida
$5.38M +$1.22M +12,969 +29%
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$5.37M -$1.03M -10,912 -16%
HNW
383
High Note Wealth
Minnesota
$5.35M +$405K +4,294 +8%
GL
384
Graypoint LLC
New York
$5.33M -$4.81M -50,987 -47%
ABC
385
Associated Banc-Corp
Wisconsin
$5.33M -$1.61K -17 -0%
IWM
386
IHT Wealth Management
Illinois
$5.31M -$3.83M -40,535 -42%
JWCA
387
J.W. Cole Advisors
Florida
$5.25M +$877K +9,285 +20%
SWM
388
Segment Wealth Management
Texas
$5.24M +$982K +10,401 +23%
SF
389
Summit Financial
New Jersey
$5.24M +$2.33M +24,630 +80%
GVAG
390
Great Valley Advisor Group
Delaware
$5.24M -$259K -2,746 -5%
PWAC
391
Private Wealth Advisors (California)
California
$5.23M -$354K -3,746 -6%
HCM
392
HMS Capital Management
Tennessee
$5.14M -$506K -5,360 -9%
VanEck Associates
393
VanEck Associates
New York
$5.14M -$2.1M -22,250 -29%
AA
394
AlphaMark Advisors
Kentucky
$5.13M +$658K +6,972 +15%
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
$5.12M -$2.14M -22,618 -29%
BS
396
Banco Santander
Spain
$5.09M -$1.45M -15,346 -22%
CTA
397
Camelot Technology Advisors
California
$5.09M +$43K +455 +0.9%
IWP
398
Innova Wealth Partners
Pennsylvania
$4.98M +$210K +2,222 +4%
LFPWM
399
Leicht Financial Planning & Wealth Management
New Jersey
$4.97M +$8.88K +94 +0.2%
GLA
400
Great Lakes Advisors
Illinois
$4.96M -$161K -1,704 -3%