XLE icon

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 %
BBWP
1026
Beacon Bridge Wealth Partners
Pennsylvania
$769K +$116K +1,271 +18%
NHC
1027
Nicholas Hoffman & Company
Georgia
$764K -$3.37K -37 -0.4%
CLOS
1028
Compagnie Lombard Odier SCmA
Switzerland
$760K +$260K +2,850 +52%
CB
1029
Cadence Bank
Mississippi
$760K -$4.83K -53 -0.6%
1SB
1030
1ST Source Bank
Indiana
$759K
EFG
1031
Ehrlich Financial Group
California
$758K +$482K +5,285 +174%
MIM
1032
Marco Investment Management
Georgia
$756K -$2.83K -31 -0.4%
EPA
1033
Element Pointe Advisors
Florida
$756K
RMC
1034
Resources Management Corp
Connecticut
$754K -$26.4K -290 -3%
YIA
1035
YHB Investment Advisors
Connecticut
$746K +$22.2K +243 +3%
CPC
1036
Consolidated Planning Corp
Georgia
$744K -$4.83K -53 -0.6%
GI
1037
GLOBALT Investments
Georgia
$741K -$87.5K -960 -11%
BP
1038
BNP Paribas
France
$736K +$45.9K +504 +7%
LCM
1039
Lunt Capital Management
Utah
$736K +$18K +198 +3%
HVP
1040
Hudson Value Partners
Florida
$734K
MAC
1041
Mason & Associates (California)
California
$734K +$51.4K +564 +8%
PJSIMP
1042
P.J. Schmidt Investment Management (PJS)
Wisconsin
$730K +$72.4K +794 +11%
VM
1043
VPR Management
Texas
$729K
WB
1044
Webster Bank
Connecticut
$726K +$47.5K +521 +7%
BFG
1045
Berger Financial Group
Minnesota
$724K -$39.3K -431 -5%
WFAG
1046
Worth Financial Advisory Group
North Carolina
$721K +$5.74K +63 +0.8%
CFA
1047
Cahill Financial Advisors
Minnesota
$719K -$142K -1,559 -16%
WCM
1048
WealthBridge Capital Management
Ohio
$719K +$110K +1,210 +18%
KCM
1049
Kanawha Capital Management
Virginia
$717K -$6.29K -69 -0.9%
LPAM
1050
Lodestar Private Asset Management
California
$717K +$28.3K +310 +4%