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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 %
CM
951
Columbus Macro
Pennsylvania
$901K -$57.1K -632 -6%
CG
952
Caprock Group
Idaho
$898K -$23.2K -255 -3%
FEM
953
Fulcrum Equity Management
Texas
$896K +$520K +5,710 +138%
KP
954
Keel Point
Alabama
$896K +$22.8K +256 +3%
LL
955
LPWM LLC
Minnesota
$896K -$83.5K -932 -9%
AWM
956
Avitas Wealth Management
California
$895K +$6.47K +71 +0.7%
GIM
957
Goelzer Investment Management
Indiana
$894K -$26.4K -290 -3%
MIC
958
Meridian Investment Counsel
California
$894K +$64.8K +711 +8%
LMKC
959
L.M. Kohn & Company
Ohio
$891K -$131K -1,439 -13%
WWC
960
Waypoint Wealth Counsel
Georgia
$887K +$2.74K +30 +0.3%
KFA
961
Kelleher Financial Advisors
New York
$885K
MC
962
Mathes Company
New York
$884K -$18.2K -200 -2%
WE
963
Wealth Effects
Massachusetts
$880K -$85.6K -939 -9%
SA
964
Strategic Advisors
New York
$879K -$103K -1,132 -11%
PWP
965
Principle Wealth Partners
Connecticut
$879K +$13.7K +150 +2%
CCM
966
Corsair Capital Management
New York
$878K -$188K -2,068 -18%
KWA
967
Kingswood Wealth Advisors
California
$875K +$211K +2,313 +32%
WCG
968
Weaver Consulting Group
California
$874K -$6.93K -76 -0.8%
APIM
969
Agate Pass Investment Management
Washington
$872K +$72.7K +798 +9%
DLHL
970
Donald L. Hagan LLC
Florida
$872K -$41.8K -459 -5%
PG
971
Proffitt & Goodson
Tennessee
$871K -$23.3K -256 -3%
SC
972
Stolper & Co
Oklahoma
$870K -$9.76K -107 -1%
CTI
973
Community Trust & Investment
Kentucky
$868K
TFGT
974
TS Financial Group (TSFG)
Illinois
$862K -$767K -8,420 -47%
VCA
975
Verdence Capital Advisors
Maryland
$857K +$162K +1,780 +23%