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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 %
RIA
401
Regal Investment Advisors
Michigan
$4.4M +$390K +4,274 +10%
AI
402
Atom Investors
Texas
$4.38M +$1.34M +14,737 +44%
CH
403
Canton Hathaway
Rhode Island
$4.38M +$44.1K +484 +1%
RCM
404
Ridgepath Capital Management
Tennessee
$4.37M +$3.46M +37,912 +379%
JIC
405
Johnson Investment Counsel
Ohio
$4.35M +$268K +2,935 +7%
HCM
406
Hall Capital Management
Rhode Island
$4.34M +$67.5K +740 +2%
ECG
407
Edge Capital Group
Georgia
$4.31M -$43K -472 -1%
IWMWV
408
Ironwood Wealth Management (West Virginia)
West Virginia
$4.31M +$33.7K +373 +0.8%
SGDR
409
SPX Gestao de Recursos
Brazil
$4.31M -$22M -241,760 -84%
SF
410
Synovus Financial
Georgia
$4.28M -$4.47K -49 -0.1%
BRM
411
Boston Research & Management
Massachusetts
$4.23M -$60.2K -660 -1%
LOAMU
412
Lombard Odier Asset Management (USA)
New York
$4.19M
PSC
413
Portman Square Capital
United Kingdom
$4.18M +$4.18M +45,863 New
JE
414
JMAC Enterprises
Pennsylvania
$4.18M +$237K +2,602 +6%
TW
415
TritonPoint Wealth
Maryland
$4.14M +$844K +9,260 +26%
IAS
416
Insigneo Advisory Services
Florida
$4.14M -$40K -463 -1%
FWA
417
FOCUS Wealth Advisors
Texas
$4.13M +$252K +2,761 +6%
SIC
418
Sigma Investment Counselors
Michigan
$4.12M
5SA
419
5th Street Advisors
Connecticut
$4.1M +$85K +933 +2%
AWM
420
Apollon Wealth Management
South Carolina
$4.1M -$595K -6,525 -13%
NSAM
421
North Star Asset Management
Wisconsin
$4.09M -$134K -1,470 -3%
RCP
422
Rothschild Capital Partners
New York
$4.09M
CL
423
CSS LLC
Illinois
$4.08M +$3.84M +42,095 +1,589%
BCM
424
BlueCrest Capital Management
Jersey
$4.08M +$2.21M +24,261 +119%
ACM
425
Allred Capital Management
Texas
$4.07M +$207K +2,275 +5%