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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 %
PNAA
751
Pictet North America Advisors
Switzerland
$1.56M -$300K -3,175 -16%
FAB
752
First American Bank
Illinois
$1.55M -$198K -2,101 -11%
JAG
753
Journey Advisory Group
Kentucky
$1.55M +$14.2K +150 +0.9%
FPGT
754
Financial Partners Group (Tennessee)
Tennessee
$1.55M +$21.1K +223 +1%
RFWA
755
RPg Family Wealth Advisory
Massachusetts
$1.54M +$18K +191 +1%
BFWM
756
Bright Futures Wealth Management
New York
$1.53M +$1.53M +16,887 New
DWT
757
Dorsey & Whitney Trust
South Dakota
$1.53M +$130K +1,374 +9%
CW
758
Cooksen Wealth
Texas
$1.53M +$150K +1,585 +11%
WWM
759
WJ Wealth Management
Arizona
$1.52M -$75.5K -800 -5%
SCP
760
Stamos Capital Partners
California
$1.52M -$5.67K -60 -0.4%
EGA
761
Eagle Global Advisors
Texas
$1.51M -$3.21M -34,030 -68%
CG
762
Castellan Group
Kentucky
$1.51M -$472 -5 -0%
SFG
763
Summit Financial Group
West Virginia
$1.51M +$44.4K +470 +3%
MWM
764
Marion Wealth Management
Pennsylvania
$1.51M +$472 +5 +0%
RFA
765
Resurgent Financial Advisors
Georgia
$1.5M +$967K +10,240 +182%
GM
766
GeoWealth Management
Illinois
$1.5M -$330K -3,500 -18%
WAG
767
Windsor Advisory Group
Ohio
$1.49M -$587K -6,221 -28%
IFA
768
Interactive Financial Advisors
Illinois
$1.49M +$317K +3,354 +27%
TPWA
769
TRUE Private Wealth Advisors
Oregon
$1.49M +$35.9K +380 +2%
NCM
770
Nelson Capital Management
California
$1.48M -$3.02K -32 -0.2%
BL
771
BFSG LLC
California
$1.48M +$14K +148 +1%
SWMP
772
Signature Wealth Management Partners
New Jersey
$1.48M +$39.7K +420 +3%
VWM
773
Vigilare Wealth Management
Arizona
$1.48M +$963K +10,198 +187%
WAM
774
Worth Asset Management
Texas
$1.47M +$1.47M +15,617 New
ACS
775
Archford Capital Strategies
Illinois
$1.47M +$7.55K +80 +0.5%