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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 %
FFP
626
Forbes Financial Planning
Rhode Island
$2.14M -$31.7K -348 -1%
PCA
627
Prosperity Capital Advisors
Ohio
$2.14M +$434K +4,759 +25%
LWA
628
Lowe Wealth Advisors
Maryland
$2.13M -$59.1K -648 -3%
FGA
629
Fortis Group Advisors
New Jersey
$2.13M -$2.55M -28,026 -55%
RPGK
630
Retirement Planning Group (Kansas)
Kansas
$2.13M +$193K +2,117 +10%
CW
631
Channel Wealth
California
$2.12M -$623K -6,837 -23%
GBT
632
Grove Bank & Trust
Florida
$2.11M -$1.49M -16,385 -41%
FF
633
Financial Futures
New Jersey
$2.11M +$1.7M +18,611 +410%
GM
634
GeoWealth Management
Illinois
$2.11M +$660K +7,245 +46%
BCM
635
Boltwood Capital Management
California
$2.11M -$95.3K -1,045 -4%
CA
636
Claro Advisors
Massachusetts
$2.09M +$425K +4,664 +25%
TCM
637
Tradewinds Capital Management
Washington
$2.09M +$810K +8,889 +63%
CFC
638
Client First Capital
California
$2.09M +$2.09M +22,903 New
IAIM
639
International Assets Investment Management
Florida
$2.07M +$15.9K +174 +0.8%
BW
640
Bison Wealth
Georgia
$2.06M
PCS
641
Personal CFO Solutions
New Jersey
$2.06M -$92.5K -1,015 -4%
TFS
642
Thoroughbred Financial Services
Tennessee
$2.05M +$60.5K +664 +3%
BSW
643
Buckingham Strategic Wealth
Missouri
$2.04M -$30K -329 -1%
AWA
644
Arete Wealth Advisors
Illinois
$2.04M -$23.6K -259 -1%
WB
645
WesBanco Bank
West Virginia
$2.04M -$263K -2,885 -11%
IBOK
646
Independence Bank of Kentucky
Kentucky
$2.04M +$69.1K +758 +4%
TFF
647
The Family Firm
Maryland
$2.02M +$1.45M +51,359 +253%
MWM
648
Mission Wealth Management
California
$2.01M +$42.2K +463 +2%
PP
649
Patten & Patten
Tennessee
$2.01M +$75.5K +828 +4%
NM
650
NWI Management
New York
$2.01M