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Energy Select Sector SPDR Fund

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
601
Capital Advisory Group Advisory Services
Minnesota
$1.88M +$206K +2,350 +12%
FPCP
602
Fort Point Capital Partners
California
$1.87M +$6.32K +72 +0.3%
MWM
603
Mission Wealth Management
California
$1.87M -$67.7K -771 -3%
IBOK
604
Independence Bank of Kentucky
Kentucky
$1.87M -$94.6K -1,078 -5%
TNAM
605
Terra Nova Asset Management
New York
$1.85M -$26.5K -302 -1%
Bank of Nova Scotia
606
Bank of Nova Scotia
Ontario, Canada
$1.85M -$93.2M -1,061,850 -98%
MPW
607
MGO Private Wealth
California
$1.85M -$228K -2,598 -11%
CRI
608
Colonial River Investments
Virginia
$1.84M -$249K -2,834 -12%
FIM
609
Fernwood Investment Management
Massachusetts
$1.84M +$20.7K +236 +1%
JIC
610
Joel Isaacson & Co
New York
$1.83M +$142K +1,613 +8%
BONH
611
Bank of New Hampshire
New Hampshire
$1.83M +$4.3K +49 +0.2%
EWA
612
EverSource Wealth Advisors
Alabama
$1.82M +$686K +7,814 +60%
PIA
613
Panoramic Investment Advisors
Colorado
$1.82M +$1.82M +20,723 New
GAG
614
Goodman Advisory Group
Massachusetts
$1.8M +$1.34M +15,227 +286%
GHA
615
Granite Harbor Advisors
Texas
$1.79M +$13.2K +150 +0.7%
TFS
616
Thoroughbred Financial Services
Tennessee
$1.77M -$198K -2,258 -10%
WAOI
617
Wealth Advisors of Iowa
Iowa
$1.77M -$21.6M -245,616 -92%
SC
618
Shay Capital
New York
$1.76M -$2.02M -23,000 -53%
MMG
619
Monetary Management Group
Missouri
$1.75M +$41.7K +475 +2%
Chevy Chase Trust
620
Chevy Chase Trust
Maryland
$1.75M +$172K +1,964 +11%
CGH
621
CMG Global Holdings
Texas
$1.74M +$1.74M +19,868 New
EGA
622
E&G Advisors
Texas
$1.74M -$5.09K -58 -0.3%
SSB
623
Sandy Spring Bank
Maryland
$1.74M +$22.1K +252 +1%
TC
624
Trust Company
Kansas
$1.74M -$409K -4,659 -19%
SC
625
SouthState Corp
Florida
$1.73M -$32K -365 -2%