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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 %
CFGS
451
Concourse Financial Group Securities
Alabama
$4.13M -$594K -6,291 -13%
AHC
452
Anderson Hoagland & Co
Missouri
$4.13M +$3.74M +38,285 +965%
VLC
453
Van Leeuwen & Company
New Jersey
$4.12M +$789K +8,360 +24%
VDI
454
Vaughan David Investments
Illinois
$4.11M -$6.33K -67 -0.2%
HHRDM
455
H&H Retirement Design & Management
Nevada
$4.11M -$607K -6,352 -13%
JE
456
JMAC Enterprises
Pennsylvania
$4.08M +$614K +6,504 +18%
FHA
457
Flagship Harbor Advisors
Massachusetts
$4.06M -$6.42K -68 -0.2%
IAS
458
Investment Advisory Services
Texas
$4.04M -$262K -2,775 -6%
FFS
459
Founders Financial Securities
Maryland
$4.04M +$987K +10,459 +32%
FT
460
Fiduciary Trust
Massachusetts
$4.02M -$60.7K -643 -1%
FWA
461
FOCUS Wealth Advisors
Texas
$4.02M +$641K +6,787 +19%
DAS
462
Dynamic Advisor Solutions
Arizona
$4.01M -$688K -7,284 -15%
PFA
463
Pettinga Financial Advisors
Indiana
$4M -$269K -2,854 -6%
ACM
464
Allred Capital Management
Texas
$4M +$934K +9,896 +30%
MWM
465
Moulton Wealth Management
Washington
$3.95M +$3.95M +41,890 New
GWSA
466
Global Wealth Strategies & Associates
Colorado
$3.94M +$172K +1,825 +5%
PA
467
PFG Advisors
Arizona
$3.94M -$4.69M -49,705 -54%
PWW
468
Pettyjohn Wood & White
Virginia
$3.94M +$15.6K +165 +0.4%
EA
469
Eudaimonia Advisors
Tennessee
$3.87M +$489K +5,178 +14%
CA
470
Continental Advisors
Utah
$3.87M -$189K -2,000 -5%
BIP
471
Blue Investment Partners
California
$3.86M +$3.86M +40,880 New
BCA
472
Bray Capital Advisors
Florida
$3.84M +$25.6K +271 +0.7%
RSWM
473
Robertson Stephens Wealth Management
California
$3.82M +$513K +5,432 +15%
RFC
474
Regions Financial Corp
Alabama
$3.79M -$724K -7,665 -16%
AIC
475
Ayalon Insurance Company
Israel
$3.79M -$1.84M -19,538 -33%