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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 %
BA
926
Ballew Advisors
Mississippi
$1.01M -$4.6K -47 -0.5%
H
927
HoyleCohen
California
$1.01M +$9.91K +105 +1%
PA
928
Procyon Advisors
Connecticut
$1.01M -$184K -1,952 -15%
UWM
929
USAdvisors Wealth Management
Minnesota
$1.01M -$21.1K -226 -2%
PFSC
930
Peoples Financial Services Corp
Pennsylvania
$1.01M -$6.89K -73 -0.7%
CHJWM
931
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M -$6.28K -65 -0.6%
CM
932
Columbus Macro
Pennsylvania
$1M +$1M +10,597 New
WE
933
Wealth Effects
Massachusetts
$1M -$10.2K -108 -1%
LWL
934
Leo Wealth LLC
Texas
$998K -$3.68K -39 -0.4%
TCM
935
Towercrest Capital Management
Pennsylvania
$996K -$9.63K -102 -1%
ECA
936
Elevated Capital Advisors
Utah
$994K +$342K +3,621 +52%
CP
937
Castleview Partners
Texas
$982K +$288K +3,046 +41%
SWM
938
SeaCrest Wealth Management
New York
$982K +$45.7K +484 +5%
CWM
939
C2C Wealth Management
Arizona
$982K -$21.2K -225 -2%
OCM
940
Objective Capital Management
Ohio
$982K +$63.8K +676 +7%
LCM
941
Lazari Capital Management
California
$979K -$4.91K -52 -0.5%
AWM
942
Aberdeen Wealth Management
Illinois
$978K
Fiera Capital (Canada)
943
Fiera Capital (Canada)
Quebec, Canada
$977K
CL
944
COWA LLC
Oklahoma
$975K -$264K -2,797 -21%
Northwestern Mutual Wealth Management
945
Northwestern Mutual Wealth Management
Wisconsin
$975K -$63.2K -669 -6%
HWM
946
HB Wealth Management
Georgia
$962K -$114K -1,207 -11%
TA
947
TrueWealth Advisors
Alabama
$957K -$53.9K -571 -5%
GIM
948
Goelzer Investment Management
Indiana
$954K -$18.4K -195 -2%
CG
949
Caprock Group
Idaho
$954K -$1.84M -19,491 -66%
BCM
950
Bluefin Capital Management
New York
$954K +$670K +7,100 +237%