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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 %
TTWM
676
TCV Trust & Wealth Management
Virginia
$2.01M -$50.3K -533 -2%
PP
677
Patten & Patten
Tennessee
$2M +$252K +2,671 +14%
RPGK
678
Retirement Planning Group (Kansas)
Kansas
$2M +$2M +21,205 New
FIM
679
Fernwood Investment Management
Massachusetts
$1.99M +$101K +1,078 +5%
FCP
680
Fidelis Capital Partners
Florida
$1.99M +$223K +2,363 +13%
BONH
681
Bank of New Hampshire
New Hampshire
$1.97M -$48.5K -514 -2%
TAM
682
Titleist Asset Management
Texas
$1.97M +$446K +4,719 +29%
PWM
683
Purus Wealth Management
California
$1.95M -$55.4K -587 -3%
FTC
684
Farmers Trust Company
Ohio
$1.95M +$16.9K +179 +0.9%
BCM
685
BlueCrest Capital Management
Jersey
$1.93M -$2.39M -25,306 -55%
VFA
686
Valeo Financial Advisors
Indiana
$1.93M -$13.5K -140 -0.7%
QCM
687
Quantinno Capital Management
New York
$1.93M +$1.02M +10,764 +111%
SFG
688
SNS Financial Group
Minnesota
$1.92M -$33.1K -351 -2%
HIA
689
Harbor Investment Advisory
Maryland
$1.92M +$378 +4 +0%
SSB
690
Sandy Spring Bank
Maryland
$1.92M +$21.7K +230 +1%
TFF
691
The Family Firm
Maryland
$1.91M -$26.7K -283 -1%
EFA
692
Evernest Financial Advisors
Indiana
$1.91M -$363K -3,820 -16%
SC
693
SouthState Corp
Florida
$1.89M -$25K -265 -1%
VIP
694
Vista Investment Partners
Oklahoma
$1.88M +$1.88M +19,878 New
AC
695
Abbrea Capital
California
$1.87M -$17.4K -184 -0.9%
EGA
696
E&G Advisors
Texas
$1.87M +$10.9K +115 +0.6%
PCMF
697
Private Capital Management (Florida)
Florida
$1.86M +$55.1K +584 +3%
RW
698
Rockport Wealth
Ohio
$1.86M +$1.86M +19,566 New
SFC
699
Strategic Financial Concepts
Texas
$1.85M +$569K +6,023 +44%
SW
700
SMART Wealth
Nebraska
$1.85M -$63K -667 -3%