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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 %
BHIA
601
Birch Hill Investment Advisors
Massachusetts
$2.61M +$75.5K +800 +3%
DSN
602
D. Scott Neal
Kentucky
$2.59M +$118K +1,250 +5%
BCM
603
Brookstone Capital Management
Illinois
$2.58M -$547K -5,799 -18%
IP
604
Intellectus Partners
California
$2.58M +$47.2K +500 +2%
CANY
605
Caxton Associates (New York)
New York
$2.56M +$2.56M +27,159 New
MFG
606
Midwest Financial Group
Kansas
$2.56M +$197K +2,088 +8%
FBFS
607
First Business Financial Services
Wisconsin
$2.56M
DILH
608
Dai-ichi Life Holdings
Japan
$2.56M +$2.56M +27,100 New
IC
609
IEQ Capital
California
$2.56M -$1.04M -10,965 -29%
KWM
610
Kingsview Wealth Management
Oregon
$2.55M +$717K +7,597 +39%
OLVIG
611
Oliver Lagore Vanvalin Investment Group
Michigan
$2.54M +$596K +6,309 +31%
FTUS
612
Flow Traders U.S.
New York
$2.54M +$2.54M +26,907 New
IIA
613
IPG Investment Advisors
California
$2.53M -$702K -7,440 -22%
GSIS
614
Global Strategic Investment Solutions
Arizona
$2.52M +$6.51K +69 +0.3%
Jennison Associates
615
Jennison Associates
New York
$2.52M +$606K +6,414 +32%
AWM
616
Ameliora Wealth Management
Switzerland
$2.52M -$13.6K -144 -0.5%
NFG
617
Nations Financial Group
Iowa
$2.5M +$15.1K +160 +0.6%
JCFM
618
JBR Co Financial Management
Oklahoma
$2.49M -$410K -4,339 -14%
RA
619
RFG Advisory
Alabama
$2.46M +$389K +4,118 +19%
JWBC
620
J.W. Burns & Co
New York
$2.44M -$162K -1,713 -6%
PI
621
PFG Investments
New York
$2.43M +$1.46M +15,414 +149%
BWM
622
BNC Wealth Management
Oregon
$2.43M +$959K +10,161 +65%
PCA
623
Pallas Capital Advisors
Massachusetts
$2.42M +$215K +2,279 +10%
VWM
624
Venturi Wealth Management
Texas
$2.41M -$1.22M -12,944 -34%
BCM
625
Bienville Capital Management
New York
$2.39M