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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 %
CP
801
Castleview Partners
Texas
$1.09M -$425K -4,843 -28%
KFA
802
Kapstone Financial Advisors
Ohio
$1.09M -$119K -1,364 -10%
SIC
803
Salem Investment Counselors
North Carolina
$1.09M -$54.3K -618 -5%
DWG
804
Darden Wealth Group
Michigan
$1.08M -$3.78K -43 -0.3%
OSAM
805
O'Shaughnessy Asset Management
Connecticut
$1.08M +$19.4K +209 +2%
WBCM
806
Wilson & Boucher Capital Management
California
$1.08M -$17.6K -200 -2%
DCM
807
Disciplina Capital Management
Tennessee
$1.08M +$1.05M +11,987 +4,391%
WG
808
Welch Group
Alabama
$1.08M +$98.4K +1,121 +10%
SG
809
Somerset Group
Minnesota
$1.06M
RIS
810
Retirement Income Solutions
Michigan
$1.06M -$58.6K -667 -5%
CFS
811
CRA Financial Services
New Jersey
$1.05M +$62.2K +708 +6%
ACI
812
Alpha Cubed Investments
California
$1.05M -$544K -6,197 -34%
CA
813
Clearstead Advisors
Ohio
$1.04M -$116K -1,324 -10%
MFG
814
Menard Financial Group
Texas
$1.04M +$1.84K +21 +0.2%
LCM
815
Lazari Capital Management
California
$1.03M +$123K +1,406 +14%
WA
816
Waverly Advisors
Alabama
$1.03M +$281K +3,197 +37%
AGAM
817
Audent Global Asset Management
California
$1.03M -$549K -6,254 -35%
FFA
818
Florida Financial Advisors
Florida
$1.03M +$90.2K +1,027 +10%
CPSAC
819
Chas P. Smith & Associates (CPS)
Florida
$1.03M -$43.5K -496 -4%
PPW
820
Parcion Private Wealth
Washington
$1.02M
HWA
821
HCR Wealth Advisors
California
$1.02M +$97.4K +1,109 +11%
YDMI
822
Y.D. More Investments
Israel
$1.02M -$3.07K -35 -0.3%
BWP
823
Balboa Wealth Partners
Arizona
$1.02M -$641K -7,302 -39%
WWA
824
WCG Wealth Advisors
Nevada
$1.01M +$1.01M +11,516 New
TB
825
Treynor Bancshares
Iowa
$1.01M -$32.5K -370 -3%