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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 %
WGC
801
Watts Gwilliam & Co
Arizona
$1.35M +$1.35M +14,379 New
CC
802
Cadinha & Co
Hawaii
$1.35M -$230K -2,437 -15%
SIC
803
Sterling Investment Counsel
New York
$1.34M +$110K +1,166 +9%
MWM
804
Modern Wealth Management
Kansas
$1.34M +$1.03M +10,907 +329%
SWA
805
Sax Wealth Advisors
New Jersey
$1.34M +$145K +1,540 +12%
MWPCG
806
Measured Wealth Private Client Group
New Hampshire
$1.34M +$430K +4,555 +47%
SAM
807
Strategy Asset Managers
California
$1.33M +$11.8K +125 +0.9%
BWM
808
Birchcreek Wealth Management
Ohio
$1.33M +$48.1K +510 +4%
RIL
809
Rothschild Investment LLC
Illinois
$1.33M +$175K +1,849 +15%
D
810
Diversified
Delaware
$1.32M -$13.5K -143 -1%
TCM
811
Tradewinds Capital Management
Washington
$1.32M -$28.8M -304,835 -96%
BBA
812
BLB&B Advisors
Pennsylvania
$1.32M +$17.9K +190 +1%
KFA
813
Kapstone Financial Advisors
Ohio
$1.32M -$89.3K -946 -6%
CICI
814
Capital Investment Counsel Inc
North Carolina
$1.32M
CC
815
Callan Capital
California
$1.31M -$67.6K -716 -5%
TSS
816
Two Sigma Securities
New York
$1.31M -$2.26M -23,890 -63%
VCP
817
Verus Capital Partners
Arizona
$1.31M -$85.8K -909 -6%
NB
818
NBT Bank
New York
$1.31M -$27.3K -289 -2%
GAA
819
Guardian Asset Advisors
Pennsylvania
$1.31M -$55.1K -583 -4%
FNBT
820
FineMark National Bank & Trust
Florida
$1.3M +$343K +3,628 +36%
CPA
821
Cardiff Park Advisors
California
$1.3M +$1.51K +16 +0.1%
LWANC
822
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.3M +$44.5K +471 +4%
BFM
823
Boston Financial Management
Massachusetts
$1.3M +$47.2K +500 +4%
SGCA
824
Steel Grove Capital Advisors
Tennessee
$1.3M +$9.44K +100 +0.7%
MBTD
825
Mechanics Bank - Trust Department
California
$1.3M -$44.7K -473 -3%