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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 %
GPFA
551
Game Plan Financial Advisors
Ohio
$2.68M -$69.1K -758 -3%
SI
552
Saxon Interests
Texas
$2.67M +$98.6K +1,082 +4%
IC
553
IEQ Capital
California
$2.67M +$197K +2,165 +8%
SWM
554
Stockman Wealth Management
Montana
$2.65M +$66.3K +727 +3%
SPI
555
Sutton Place Investors
New York
$2.65M +$10.3K +113 +0.4%
WJA
556
Willis Johnson & Associates
Texas
$2.62M -$554K -6,082 -17%
AIM
557
Astor Investment Management
Illinois
$2.62M -$438K -4,803 -14%
IFWM
558
Institute for Wealth Management
Colorado
$2.62M -$21.2K -233 -0.8%
TI
559
Tidal Investments
Wisconsin
$2.6M +$2.2M +24,112 +547%
KWM
560
Kingsview Wealth Management
Oregon
$2.6M +$138K +1,514 +6%
EWM
561
EPG Wealth Management
Georgia
$2.59M -$2.64M -27,924 Closed
SP
562
SWS Partners
Ohio
$2.59M +$62.2K +682 +2%
FAM
563
Family Asset Management
South Carolina
$2.58M +$891K +9,778 +53%
TCOO
564
Trust Company of Oklahoma
Oklahoma
$2.57M -$67.5K -741 -3%
WPW
565
Waldron Private Wealth
Pennsylvania
$2.57M -$141K -1,550 -5%
CWM
566
Cedar Wealth Management
California
$2.57M +$507K +5,557 +25%
VFA
567
Valeo Financial Advisors
Indiana
$2.57M +$739K +8,104 +40%
FNC
568
First National Corp
Massachusetts
$2.56M +$316K +3,469 +14%
ANTB
569
AMG National Trust Bank
Colorado
$2.55M +$845K +9,268 +49%
VWM
570
Venturi Wealth Management
Texas
$2.55M +$225K +2,471 +10%
TFA
571
Transamerica Financial Advisors
Florida
$2.55M
DSN
572
D. Scott Neal
Kentucky
$2.54M +$39.7K +436 +2%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$2.53M +$48.5K +542 +2%
MFG
574
Midwest Financial Group
Kansas
$2.53M +$51.3K +563 +2%
AWM
575
Activest Wealth Management
Florida
$2.51M +$2.23M +24,439 +789%