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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 %
1SB
1026
1ST Source Bank
Indiana
$786K
MIM
1027
Marco Investment Management
Georgia
$786K
WWS
1028
Wellington Wealth Strategies
Indiana
$785K -$688K -7,284 -47%
EPA
1029
Element Pointe Advisors
Florida
$783K -$1.67M -17,659 -68%
IP
1030
Ignite Planners
California
$783K +$83.5K +878 +12%
CPC
1031
Consolidated Planning Corp
Georgia
$775K -$12.3K -130 -2%
AAG
1032
Accordant Advisory Group
Maryland
$775K +$775K +8,210 New
QFA
1033
Quattro Financial Advisors
Texas
$765K +$757K +8,015 +9,542%
HVP
1034
Hudson Value Partners
Florida
$760K +$944 +10 +0.1%
FFA
1035
Florida Financial Advisors
Florida
$760K +$326K +3,457 +75%
BFA
1036
Beacon Financial Advisory
Ohio
$757K -$75.6K -801 -9%
VM
1037
VPR Management
Texas
$755K
YIA
1038
YHB Investment Advisors
Connecticut
$750K +$10.2K +108 +1%
KCM
1039
Kanawha Capital Management
Virginia
$749K -$4.63K -49 -0.6%
KLCM
1040
KG&L Capital Management
Louisiana
$748K +$2.27K +24 +0.3%
SC
1041
Solstein Capital
California
$746K -$5.1K -54 -0.7%
RG
1042
Retirement Group
California
$745K -$949K -10,053 -56%
LCM
1043
Lunt Capital Management
Utah
$743K +$743K +7,873 New
WFAG
1044
Worth Financial Advisory Group
North Carolina
$741K -$12.5K -132 -2%
SFG
1045
Sovereign Financial Group
Connecticut
$741K +$88.1K +933 +13%
GSIAS
1046
Garden State Investment Advisory Services
New Jersey
$738K -$25.1K -265 -3%
GF
1047
Gries Financial
Ohio
$738K
GWM
1048
Greenwich Wealth Management
Connecticut
$737K -$14.3K -152 -2%
ST
1049
Spinnaker Trust
Maine
$737K
NFA
1050
Northwest Financial Advisors
Virginia
$726K +$2.46K +26 +0.3%