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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 %
RFM
751
Royal Fund Management
Florida
$1.23M -$10.5M -119,533 -90%
SAM
752
Secure Asset Management
Michigan
$1.22M -$186K -2,118 -13%
CC
753
Callan Capital
California
$1.22M -$50.1K -571 -4%
CPA
754
Cardiff Park Advisors
California
$1.21M +$1.49K +17 +0.1%
CCA
755
Covey Capital Advisors
Georgia
$1.21M -$67.8K -772 -5%
BHBT
756
Burke & Herbert Bank & Trust
Virginia
$1.21M -$231K -2,635 -16%
PTC
757
Private Trust Company
Ohio
$1.19M -$85.9K -978 -7%
LSAG
758
Lake Street Advisors Group
New Hampshire
$1.19M -$127K -1,450 -10%
CC
759
Cadinha & Co
Hawaii
$1.19M -$56.1K -639 -5%
LIA
760
Lynx Investment Advisory
District of Columbia
$1.19M +$23.8K +271 +2%
IFPG
761
Intrepid Financial Planning Group
Indiana
$1.19M -$2.72M -31,022 -70%
BDAM
762
Blue Door Asset Management
Connecticut
$1.19M -$2M -22,800 -63%
GWSA
763
Global Wealth Strategies & Associates
Colorado
$1.19M -$2.62M -29,799 -69%
WT
764
Whittier Trust
California
$1.18M +$292K +3,329 +33%
PFT
765
Providence First Trust
Arizona
$1.18M +$702 +8 +0.1%
CICI
766
Capital Investment Counsel Inc
North Carolina
$1.18M
RWA
767
River Wealth Advisors
Pennsylvania
$1.17M +$88 +1 +0%
LSIA
768
LaSalle St. Investment Advisors
Illinois
$1.17M +$1.17M +13,343 New
SC
769
Solstein Capital
California
$1.17M
MA
770
Montag & Associates
Georgia
$1.17M
JAG
771
Journey Advisory Group
Kentucky
$1.16M
PAM
772
Palisade Asset Management
Minnesota
$1.16M +$88 +1 +0%
CMS
773
Capital Market Strategies
Florida
$1.16M +$228K +2,600 +24%
AIM
774
Acropolis Investment Management
Missouri
$1.16M -$22.7K -258 -2%
FA
775
Flagstar Advisors
New York
$1.16M +$8.34K +95 +0.7%