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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 %
PFGIA
976
Patriot Financial Group Insurance Agency
Massachusetts
$714K -$256K -2,914 -26%
1SB
977
1ST Source Bank
Indiana
$709K -$22K -250 -3%
WFAG
978
Worth Financial Advisory Group
North Carolina
$708K +$13.3K +151 +2%
IA
979
Insight Advisors
Pennsylvania
$706K -$38.7K -441 -5%
SDH
980
Sloy Dahl & Holst
Washington
$705K +$97.5K +1,110 +16%
RMC
981
Resources Management Corp
Connecticut
$704K -$22.6K -257 -3%
VM
982
VPR Management
Texas
$702K
MAM
983
Milestone Asset Management
Pennsylvania
$701K +$30.1K +343 +4%
AF
984
Advisornet Financial
Minnesota
$700K +$141K +1,601 +25%
CPC
985
Consolidated Planning Corp
Georgia
$700K -$16.8K -191 -2%
WB
986
Webster Bank
Connecticut
$699K
WCM
987
WealthBridge Capital Management
Ohio
$699K +$6.15K +70 +0.9%
AFS
988
AFG Fiduciary Services
Massachusetts
$698K +$32.9K +354 +5%
FPW
989
Flagship Private Wealth
Massachusetts
$695K +$199K +2,261 +40%
GI
990
GLOBALT Investments
Georgia
$695K -$18.6K -212 -3%
BMWM
991
Brown Miller Wealth Management
Virginia
$693K +$5.8K +66 +0.8%
KFP
992
KMG Fiduciary Partners
Ohio
$693K -$49.4K -563 -7%
OCM
993
Objective Capital Management
Ohio
$692K +$692K +7,876 New
PJSIMP
994
P.J. Schmidt Investment Management (PJS)
Wisconsin
$690K -$13K -148 -2%
AWA
995
Alta Wealth Advisors
Massachusetts
$690K +$690K +7,863 New
HFS
996
Horizon Financial Services
North Carolina
$690K +$48.4K +551 +8%
ATC
997
Adirondack Trust Company
New York
$688K +$85.8K +977 +14%
ST
998
Spinnaker Trust
Maine
$686K +$1.32K +15 +0.2%
LPAM
999
Lodestar Private Asset Management
California
$681K -$9.04K -103 -1%
GF
1000
Gries Financial
Ohio
$679K