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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 %
KFA
901
Kelleher Financial Advisors
New York
$853K
FCBT
902
First Citizens Bank & Trust
North Carolina
$851K +$79.4K +904 +10%
SF
903
Symphony Financial
Texas
$845K -$183K -2,097 -18%
BFA
904
Beacon Financial Advisory
Ohio
$843K -$137K -1,560 -14%
SJIM
905
St. Johns Investment Management
Florida
$843K -$81.6K -929 -9%
MIFH
906
Migdal Insurance & Financial Holdings
Israel
$842K -$20.1M -229,485 -96%
HSA
907
HBK Sorce Advisory
Pennsylvania
$837K +$86K +979 +11%
IWN
908
Independent Wealth Network
Iowa
$836K -$1.9M -21,620 -69%
CTI
909
Community Trust & Investment
Kentucky
$836K
WWC
910
Waypoint Wealth Counsel
Georgia
$835K -$18.9K -215 -2%
SS
911
Sunbelt Securities
Texas
$835K -$42.9K -489 -5%
SFPG
912
Stonebridge Financial Planning Group
Florida
$834K -$93.1K -1,060 -10%
Fidelity International
913
Fidelity International
Bermuda
$831K -$129M -1,473,696 -99%
SA
914
Strategic Advisors
New York
$829K -$17.6K -200 -2%
SOS
915
Silver Oak Securities
Tennessee
$829K +$829K +9,745 New
SL
916
Stevard LLC
Illinois
$828K -$2.6M -29,664 -76%
NAG
917
Northstar Advisory Group
New Jersey
$826K -$2.66M -30,268 -76%
CL
918
COWA LLC
Oklahoma
$825K -$614K -6,997 -43%
CSC
919
Caldwell Sutter Capital
California
$824K
3AM
920
3EDGE Asset Management
Florida
$823K +$605K +6,893 +278%
PWP
921
Principle Wealth Partners
Connecticut
$820K -$26.3K -300 -3%
SC
922
Stolper & Co
Oklahoma
$820K -$18K -205 -2%
BCA
923
Bay Colony Advisors
Massachusetts
$815K -$204K -2,325 -20%
PBC
924
Pavion Blue Capital
California
$809K +$790 +9 +0.1%
TI
925
Truxt Investmentos
Brazil
$808K +$808K +9,200 New