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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 %
ECML
851
Eagle Capital Management (Louisiana)
Louisiana
$1.21M -$232K -2,461 -16%
LWM
852
Laidlaw Wealth Management
New York
$1.21M -$188K -1,987 -13%
RIS
853
Retirement Income Solutions
Michigan
$1.21M +$9.35K +99 +0.8%
PCA
854
Peddock Capital Advisors
Massachusetts
$1.21M +$37K +392 +3%
CCAL
855
City Center Advisors LLC
Michigan
$1.21M +$1.21M +12,773 New
VA
856
Vident Advisory
Georgia
$1.2M
NCM
857
Narwhal Capital Management
Georgia
$1.19M +$189K +2,000 +19%
NYLIM
858
New York Life Investment Management
New York
$1.19M +$547K +5,798 +86%
MAG
859
Mayfair Advisory Group
Alabama
$1.18M +$65.5K +694 +6%
LRPA
860
L. Roy Papp & Associates
Arizona
$1.18M +$49.9K +529 +4%
CI
861
CX Institutional
Indiana
$1.18M +$723K +7,655 +159%
C
862
Certuity
Florida
$1.17M -$14.1K -149 -1%
Betterment LLC
863
Betterment LLC
New York
$1.17M +$31.2K +331 +3%
FWP
864
FAS Wealth Partners
Kansas
$1.16M -$4.53K -48 -0.4%
DCM
865
Disciplina Capital Management
Tennessee
$1.16M -$89.7K -950 -7%
WBCM
866
Wilson & Boucher Capital Management
California
$1.16M -$14.2K -150 -1%
PTC
867
Private Trust Company
Ohio
$1.15M +$70.6K +748 +7%
FTIS
868
First Trust Investment Solutions
Florida
$1.15M -$1.31M -13,848 -53%
DWG
869
Darden Wealth Group
Michigan
$1.15M +$6.23K +66 +0.5%
EWA
870
EverSource Wealth Advisors
Alabama
$1.14M +$318K +3,399 +39%
SIC
871
Salem Investment Counselors
North Carolina
$1.14M -$6.61K -70 -0.6%
WHCI
872
W.H. Cornerstone Investments
Massachusetts
$1.14M -$5K -53 -0.4%
BCM
873
Basso Capital Management
Connecticut
$1.14M +$354K +3,745 +45%
RWB
874
RMR Wealth Builders
New Jersey
$1.14M -$34.1K -361 -3%
1IA
875
1834 Investment Advisors
Wisconsin
$1.13M -$117K -1,242 -9%