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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 %
JAG
851
Journey Advisory Group
Kentucky
$1.16M -$335K -3,676 -22%
LWM
852
Laidlaw Wealth Management
New York
$1.16M -$9.21K -101 -0.8%
RIS
853
Retirement Income Solutions
Michigan
$1.16M -$12.9K -141 -1%
Betterment LLC
854
Betterment LLC
New York
$1.15M +$24.7K +271 +2%
WBCM
855
Wilson & Boucher Capital Management
California
$1.14M +$20K +219 +2%
RWB
856
RMR Wealth Builders
New Jersey
$1.14M +$38.6K +424 +4%
Pictet Asset Management
857
Pictet Asset Management
Switzerland
$1.13M +$867K +9,517 +333%
DWG
858
Darden Wealth Group
Michigan
$1.13M +$22K +241 +2%
CPSAC
859
Chas P. Smith & Associates (CPS)
Florida
$1.11M +$119K +1,304 +12%
GCIM
860
Gunn & Company Investment Management
Florida
$1.11M +$1.11M +12,209 New
SG
861
Somerset Group
Minnesota
$1.1M +$30.5K +335 +3%
BFS
862
Bradley Foster & Sargent
Connecticut
$1.1M +$100K +1,102 +10%
BCM
863
Basso Capital Management
Connecticut
$1.1M
LA
864
Lifeworks Advisors
Michigan
$1.09M +$19.6K +215 +2%
SFWA
865
Summit Financial Wealth Advisors
Louisiana
$1.09M +$242K +2,657 +28%
1IA
866
1834 Investment Advisors
Wisconsin
$1.09M -$2.19K -24 -0.2%
TB
867
Treynor Bancshares
Iowa
$1.08M +$389K +4,270 +56%
TSWM
868
Tyler-Stone Wealth Management
Ohio
$1.08M +$365 +4 +0%
BWM
869
Birchcreek Wealth Management
Ohio
$1.08M -$201K -2,209 -16%
MFG
870
Menard Financial Group
Texas
$1.08M +$21K +230 +2%
FWP
871
FAS Wealth Partners
Kansas
$1.08M -$39.1K -429 -3%
FTIS
872
First Trust Investment Solutions
Florida
$1.07M -$33K -362 -3%
SF
873
Symphony Financial
Texas
$1.07M -$10.3K -113 -0.9%
SCTC
874
Sanibel Captiva Trust Company
Florida
$1.06M +$78.8K +865 +8%
YDMI
875
Y.D. More Investments
Israel
$1.06M