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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 %
GLA
376
Great Lakes Advisors
Illinois
$4.39M -$172K -1,959 -4%
UCFA
377
United Capital Financial Advisors
Texas
$4.35M -$337K -3,839 -7%
HI
378
Horizon Investments
North Carolina
$4.34M -$40.6M -462,912 -90%
BFG
379
Bleakley Financial Group
New Jersey
$4.34M +$59.4K +677 +1%
FFA
380
Fairfield Financial Advisors
Massachusetts
$4.31M -$4.39K -50 -0.1%
HG
381
Herbst Group
Connecticut
$4.31M +$34.5K +393 +0.8%
IAS
382
Insigneo Advisory Services
Florida
$4.26M +$51.7K +589 +1%
Jones Financial Companies
383
Jones Financial Companies
Missouri
$4.24M +$2.49M +28,584 +143%
ACA
384
Affinity Capital Advisors
California
$4.22M +$451K +5,140 +12%
JIC
385
Johnson Investment Counsel
Ohio
$4.21M +$22.6K +257 +0.5%
TF
386
Theory Financial
Colorado
$4.2M +$522K +5,892 +14%
JE
387
JMAC Enterprises
Pennsylvania
$4.19M +$163K +1,854 +4%
CIM
388
Confluence Investment Management
Missouri
$4.13M +$256K +2,921 +7%
AWM
389
Axxcess Wealth Management
California
$4.1M -$5.41M -61,621 -57%
BRM
390
Boston Research & Management
Massachusetts
$4.08M
TCM
391
Thomist Capital Management
Texas
$4.07M -$6.09M -69,858 -60%
AHC
392
Anderson Hoagland & Co
Missouri
$4.05M -$59.2K -635 -1%
LOAMU
393
Lombard Odier Asset Management (USA)
New York
$4.04M
ACM
394
Allred Capital Management
Texas
$4.03M +$109K +1,243 +3%
BAM
395
BOS Asset Management
Illinois
$4.01M +$207K +2,358 +5%
NAM
396
NorthCrest Asset Manangement
Minnesota
$3.99M +$3.99M +45,451 New
BS
397
Banco Santander
Spain
$3.98M -$1.55M -17,677 -28%
VRM
398
Vectors Research Management
New York
$3.98M -$2.68M -30,494 -40%
IPW
399
IronBridge Private Wealth
Texas
$3.97M +$220K +2,506 +6%
FWA
400
FOCUS Wealth Advisors
Texas
$3.96M -$21.8K -248 -0.5%