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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 %
EWM
676
Evercore Wealth Management
New York
$1.79M +$11.8K +129 +0.7%
SSB
677
Sandy Spring Bank
Maryland
$1.78M -$68.4K -750 -4%
SFG
678
Sowa Financial Group
Rhode Island
$1.78M -$575K -6,306 -24%
AC
679
Abbrea Capital
California
$1.78M -$30.5K -334 -2%
KDA
680
Kraft Davis & Associates
Missouri
$1.78M +$352K +3,811 +25%
MMG
681
Monetary Management Group
Missouri
$1.78M +$160K +1,750 +10%
CWA
682
Capital Wealth Alliance
Arizona
$1.78M -$1.23M -13,534 -41%
HCM
683
Hollencrest Capital Management
California
$1.77M +$182 +2 +0%
MC
684
Martin & Co
Tennessee
$1.77M +$9.84K +108 +0.6%
JIC
685
Joel Isaacson & Co
New York
$1.75M +$10.1K +111 +0.6%
CFG
686
Citizens Financial Group
Rhode Island
$1.75M +$960K +10,529 +121%
PCMF
687
Private Capital Management (Florida)
Florida
$1.75M -$43.3K -475 -2%
CRA
688
Clear Rock Advisors
Texas
$1.75M
HIA
689
Harbor Investment Advisory
Maryland
$1.75M -$102K -1,117 -6%
VIP
690
Vista Investment Partners
Oklahoma
$1.74M -$67.5K -740 -4%
SWA
691
Strategies Wealth Advisors
Michigan
$1.74M -$1.13M -12,444 -39%
CAGAS
692
Capital Advisory Group Advisory Services
Minnesota
$1.73M +$1.73M +19,010 New
RW
693
Rockport Wealth
Ohio
$1.72M -$62.3K -683 -3%
BWP
694
Balboa Wealth Partners
Arizona
$1.72M +$15K +165 +0.9%
HAS
695
HBW Advisory Services
California
$1.72M +$202K +2,220 +13%
LSPW
696
Lake Street Private Wealth
Illinois
$1.72M -$4.56K -50 -0.3%
RVPG
697
Relative Value Partners Group
$1.72M +$1.72M +18,842 New
NCM
698
Narwhal Capital Management
Georgia
$1.71M +$561K +6,160 +49%
SAMC
699
Spectrum Asset Management (California)
California
$1.71M +$1.24M +13,622 +262%
AMG
700
Advisors Management Group
Wisconsin
$1.71M +$2.64K +29 +0.2%