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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 %
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$853K +$283 +3 +0%
IP
1002
Investment Partners
Ohio
$852K +$566 +6 +0.1%
WT
1003
Whittier Trust
California
$846K -$33.8K -358 -4%
MA
1004
MONECO Advisors
Connecticut
$842K -$4.06K -43 -0.5%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$836K +$233K +2,470 +39%
CAM
1006
Cozad Asset Management
Illinois
$828K +$30.4K +322 +4%
APIM
1007
Agate Pass Investment Management
Washington
$828K -$10K -106 -1%
NS
1008
NBC Securities
Alabama
$822K -$59K -625 -7%
CFG
1009
Citizens Financial Group
Rhode Island
$822K -$340K -3,598 -29%
CFG
1010
Clayton Financial Group
Missouri
$821K +$821K +8,698 New
P
1011
&Partners
Tennessee
$816K +$244K +2,581 +43%
BB
1012
Burford Brothers
Texas
$813K -$25.1K -266 -3%
RMC
1013
Resources Management Corp
Connecticut
$808K -$42.4K -449 -5%
Empower Advisory Group
1014
Empower Advisory Group
Colorado
$806K -$9.72K -103 -1%
MMH
1015
Menora Mivtachim Holdings
Israel
$802K -$51.8M -548,375 -98%
KFP
1016
KMG Fiduciary Partners
Ohio
$797K +$12.3K +130 +2%
VDBMI
1017
Van Den Berg Management I
Texas
$797K -$63.8K -676 -7%
NHC
1018
Nicholas Hoffman & Company
Georgia
$794K -$286K -3,024 -26%
WA
1019
Waverly Advisors
Alabama
$793K +$177K +1,878 +29%
CB
1020
Cadence Bank
Mississippi
$792K
BFG
1021
Berger Financial Group
Minnesota
$791K +$175K +1,853 +28%
BFA
1022
Brendel Financial Advisors
New Hampshire
$789K +$41.2K +436 +6%
ZIMP
1023
Zimmermann Investment Management & Planning
Pennsylvania
$789K -$414K -4,388 -34%
EWM
1024
Executive Wealth Management
Michigan
$789K -$375K -3,940 -32%
CAAS
1025
Capital Asset Advisory Services
Michigan
$788K -$151K -1,540 -16%