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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 %
IA
576
IFG Advisory
Georgia
$2.82M -$2.29M -24,237 -45%
WPW
577
Waldron Private Wealth
Pennsylvania
$2.81M +$878K +9,301 +45%
LSAG
578
Lake Street Advisors Group
New Hampshire
$2.81M -$45.8K -485 -2%
KIA
579
Knollwood Investment Advisory
Maryland
$2.81M
CCM
580
Consolidated Capital Management
California
$2.8M -$44.3K -469 -2%
TW
581
TritonPoint Wealth
Maryland
$2.79M +$223K +2,897 +9%
PSCM
582
Per Stirling Capital Management
Texas
$2.76M +$1.07M +11,302 +63%
TCOO
583
Trust Company of Oklahoma
Oklahoma
$2.73M -$64.7K -685 -2%
IFWM
584
Institute for Wealth Management
Colorado
$2.73M +$139K +1,468 +5%
SPI
585
Sutton Place Investors
New York
$2.73M -$41K -434 -1%
JIP
586
Jaffetilchin Investment Partners
Florida
$2.69M -$24.9K -264 -0.9%
SWM
587
Stockman Wealth Management
Montana
$2.68M +$317K +3,363 +13%
RJT
588
Raymond James Trust
Florida
$2.67M -$247K -2,620 -8%
SI
589
Saxon Interests
Texas
$2.66M +$27K +286 +1%
CRI
590
Colonial River Investments
Virginia
$2.64M -$753K -7,973 -22%
MWM
591
Massachusetts Wealth Management
Massachusetts
$2.64M +$320K +3,391 +14%
PWM
592
Perigon Wealth Management
California
$2.64M -$197K -2,091 -7%
TFA
593
Transamerica Financial Advisors
Florida
$2.64M -$121K -1,283 -4%
CIBC Private Wealth Group
594
CIBC Private Wealth Group
Georgia
$2.64M -$819K -8,610 -24%
EWM
595
EPG Wealth Management
Georgia
$2.64M -$8.87K -94 -0.3%
Sumitomo Mitsui Trust Group
596
Sumitomo Mitsui Trust Group
Japan
$2.63M +$287K +3,038 +12%
UAS
597
United Asset Strategies
New York
$2.63M -$621K -6,577 -19%
BF
598
BOK Financial
Oklahoma
$2.63M -$340K -3,575 -11%
SP
599
SWS Partners
Ohio
$2.62M -$217K -2,302 -8%
CSPIA
600
Cary Street Partners Investment Advisory
Virginia
$2.61M +$616K +6,523 +31%