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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 %
BL
776
Balentine LLC
Georgia
$1.39M -$4.86M -53,327 -78%
EFS
777
Essex Financial Services
Connecticut
$1.38M +$60.8K +681 +5%
SIC
778
Sterling Investment Counsel
New York
$1.38M +$82.4K +904 +6%
OPOWM
779
One Plus One Wealth Management
Florida
$1.38M -$4.39M -48,134 -76%
LSAG
780
Lake Street Advisors Group
New Hampshire
$1.37M -$1.34M -14,717 -50%
NCM
781
Nelson Capital Management
California
$1.37M -$64.3K -705 -4%
CWM
782
Collaborative Wealth Management
Florida
$1.36M +$45.6K +500 +3%
FWM
783
Foguth Wealth Management
Michigan
$1.36M +$1.03M +11,278 +312%
BCM
784
Becker Capital Management
Oregon
$1.35M -$365K -4,005 -21%
VCP
785
Verus Capital Partners
Arizona
$1.34M +$76.8K +843 +6%
MWPCG
786
Measured Wealth Private Client Group
New Hampshire
$1.34M +$45K +494 +3%
Bank Julius Baer & Co
787
Bank Julius Baer & Co
Switzerland
$1.33M -$137K -1,493 -9%
HNB
788
Huntington National Bank
Ohio
$1.33M -$38.1K -418 -3%
CCA
789
Covey Capital Advisors
Georgia
$1.33M -$37.9K -416 -3%
PTC
790
Private Trust Company
Ohio
$1.33M +$220K +2,415 +20%
ACS
791
Archford Capital Strategies
Illinois
$1.33M -$89.5K -982 -6%
TPCW
792
TD Private Client Wealth
New York
$1.32M -$49.3K -541 -4%
SIS
793
Susquehanna International Securities
Ireland
$1.32M
MWM
794
Modern Wealth Management
Kansas
$1.32M +$25.2K +277 +2%
CC
795
Callan Capital
California
$1.31M +$44.8K +492 +4%
FWM
796
Forza Wealth Management
Florida
$1.31M
BFM
797
Boston Financial Management
Massachusetts
$1.31M +$54.7K +600 +4%
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.3M +$49.9K +547 +4%
EP
799
Edgestream Partners
New Jersey
$1.3M -$389K -4,273 -23%
BL
800
BFSG LLC
California
$1.3M -$132K -1,449 -9%