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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 %
TCMP
1001
Thrive Capital Management (Pennsylvania)
Pennsylvania
$810K +$810K +8,886 New
FFA
1002
Farther Finance Advisors
California
$810K +$447K +4,905 +123%
Empower Advisory Group
1003
Empower Advisory Group
Colorado
$807K +$28.3K +310 +4%
WCM
1004
Windsor Capital Management
Arizona
$802K -$230K -2,520 -22%
FCBT
1005
First Citizens Bank & Trust
North Carolina
$801K -$72.6K -796 -8%
FB
1006
Fulton Bank
Pennsylvania
$798K -$1.14M -12,546 -59%
IAMOG
1007
Investors Asset Management of Georgia
Georgia
$794K -$6M -65,837 -88%
FTWA
1008
Fifth Third Wealth Advisors
Ohio
$791K +$474K +5,202 +150%
SIA
1009
Soltis Investment Advisors
Utah
$786K -$403K -4,418 -34%
SAF
1010
Smith Anglin Financial
Texas
$783K -$46.6K -511 -6%
WA
1011
Waverly Advisors
Alabama
$782K +$15.6K +171 +2%
VWM
1012
VCI Wealth Management
Missouri
$781K +$781K +8,572 New
SBIA
1013
Sheaff Brock Investment Advisors
Indiana
$780K +$134K +1,475 +21%
HSA
1014
HBK Sorce Advisory
Pennsylvania
$780K -$27.2K -298 -3%
GFL
1015
Granite FO LLC
New Hampshire
$779K +$85.2K +935 +12%
OPAM
1016
Ocean Park Asset Management
California
$777K +$579K +6,349 +292%
NS
1017
NBC Securities
Alabama
$775K -$17.9K -197 -2%
BFA
1018
Brendel Financial Advisors
New Hampshire
$775K +$13.1K +144 +2%
MMH
1019
Menora Mivtachim Holdings
Israel
$775K
SGCA
1020
Steel Grove Capital Advisors
Tennessee
$774K -$479K -5,250 -38%
C1AG
1021
Client 1st Advisory Group
Florida
$773K -$57.2K -628 -7%
ZIMP
1022
Zimmermann Investment Management & Planning
Pennsylvania
$773K +$11.5K +126 +2%
IA
1023
Insight Advisors
Pennsylvania
$773K +$133K +1,458 +21%
KFP
1024
KMG Fiduciary Partners
Ohio
$771K +$911 +10 +0.1%
CFG
1025
Cooper Financial Group
California
$770K +$133K +1,458 +21%