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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 %
BHIA
601
Birch Hill Investment Advisors
Massachusetts
$2.28M -$240K -2,630 -10%
SM
602
Scoggin Management
New York
$2.28M +$2.28M +25,000 New
MFIM
603
Mesirow Financial Investment Management
Illinois
$2.28M -$464K -5,085 -17%
PWP
604
Precedent Wealth Partners
Texas
$2.27M +$2.27M +24,953 New
FIM
605
Freedom Investment Management
Connecticut
$2.26M +$10.8K +118 +0.5%
CPRC
606
Consolidated Portfolio Review Corp
New York
$2.26M +$1.8M +19,731 +390%
SPW
607
Surience Private Wealth
Washington
$2.25M +$2.25M +24,713 New
QIM
608
Quest Investment Management
Oregon
$2.25M -$42.7K -468 -2%
GWSG
609
GPS Wealth Strategies Group
Colorado
$2.25M +$607K +6,659 +37%
GAB
610
German American Bancorp
Indiana
$2.24M -$13.7K -150 -0.6%
RA
611
RFG Advisory
Alabama
$2.24M -$130K -1,431 -6%
UAS
612
United Asset Strategies
New York
$2.24M -$307K -3,368 -12%
IIA
613
IPG Investment Advisors
California
$2.23M -$214K -2,345 -9%
JWBC
614
J.W. Burns & Co
New York
$2.23M -$127K -1,390 -5%
TC
615
Trust Company
Kansas
$2.23M -$34.8K -382 -2%
SI
616
Symmetry Investments
Jersey
$2.21M -$29.1M -319,600 -93%
FCI
617
Financial Counselors Inc
Kansas
$2.2M +$15.2K +167 +0.7%
MCC
618
Money Concepts Capital
Florida
$2.19M +$69.1K +758 +3%
UBS AM
619
UBS AM
Illinois
$2.19M +$2.19M +24,000 New
CGFA
620
Colton Groome Financial Advisors
North Carolina
$2.19M -$38.6K -424 -2%
CRWM
621
Castle Rock Wealth Management
California
$2.18M +$78.2K +857 +4%
CRI
622
Colonial River Investments
Virginia
$2.17M -$381K -4,177 -15%
RJT
623
Raymond James Trust
Florida
$2.16M -$417K -4,571 -16%
MPW
624
MGO Private Wealth
California
$2.16M +$747K +8,196 +53%
SC
625
Sykon Capital
New York
$2.14M -$16.2K -178 -0.8%