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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 %
PAM
826
Peak Asset Management
Colorado
$1.01M
LC
827
Lindbrook Capital
California
$1.01M
HNWAG
828
High Net Worth Advisory Group
Florida
$1M
AWM
829
Angeles Wealth Management
California
$1M +$96.6K +1,100 +11%
LWL
830
Leo Wealth LLC
Texas
$1M +$47.9K +546 +5%
CAC
831
Cowen and Company
New York
$998K +$998K +11,364 New
MPW
832
MA Private Wealth
California
$997K -$165K -1,874 -14%
BFS
833
Bradley Foster & Sargent
Connecticut
$996K -$63.6K -724 -6%
NCM
834
Northwest Capital Management
Oregon
$995K
SW
835
SMART Wealth
Nebraska
$987K -$852K -9,705 -46%
SWM
836
Silverlake Wealth Management
Vermont
$985K +$82.6K +941 +9%
SWA
837
Strategies Wealth Advisors
Michigan
$981K -$695K -7,910 -41%
Financial Engines Advisors
838
Financial Engines Advisors
California
$979K -$12.6K -144 -1%
DI
839
Diligent Investors
California
$976K -$702 -8 -0.1%
MSFS
840
Main Street Financial Solutions
Pennsylvania
$974K -$44.2K -503 -4%
CCA
841
Criterion Capital Advisors
Tennessee
$974K
ML
842
McAdam LLC
Pennsylvania
$973K +$87.5K +997 +10%
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$973K -$3.78K -43 -0.4%
PA
844
Procyon Advisors
Connecticut
$972K +$17.3K +197 +2%
AF
845
Apollon Financial
South Carolina
$970K +$966 +11 +0.1%
BA
846
Ballew Advisors
Mississippi
$968K +$15K +164 +2%
BIG
847
Builder Investment Group
Georgia
$959K
LA
848
Lifeworks Advisors
Michigan
$958K -$96.8K -1,103 -9%
SFWA
849
Summit Financial Wealth Advisors
Louisiana
$956K -$97K -1,105 -9%
CWM
850
C2C Wealth Management
Arizona
$952K +$31K +350 +3%