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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 %
CPA
1026
Court Place Advisors
Maryland
$618K
AFO
1027
Allie Family Office
Florida
$617K +$25K +285 +4%
HIP
1028
HUB Investment Partners
Texas
$617K -$11.2K -128 -2%
GAG
1029
GM Advisory Group
New York
$616K +$62.5K +712 +11%
HVP
1030
Hudson Value Partners
Florida
$615K -$92.2K -1,050 -13%
NB
1031
Northwest Bancshares
Pennsylvania
$614K -$3.25K -37 -0.5%
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
$612K
EWM
1033
Edge Wealth Management
New York
$609K -$14K -160 -2%
CFA
1034
Cahill Financial Advisors
Minnesota
$608K -$84.6K -964 -12%
SFC
1035
Strategic Financial Concepts
Texas
$607K -$48.2M -549,334 -99%
FMWA
1036
Forvis Mazars Wealth Advisors
Missouri
$606K -$17.1K -195 -3%
CFG
1037
Cooper Financial Group
California
$605K -$137K -1,555 -18%
SAM
1038
Seelaus Asset Management
New Jersey
$601K +$25.5K +290 +4%
SVWAG
1039
Sound View Wealth Advisors Group
Georgia
$599K +$36.5K +416 +6%
C1AG
1040
Client 1st Advisory Group
Florida
$597K -$148K -1,684 -20%
FNC
1041
First National Corp
Massachusetts
$596K -$1.87M -21,343 -76%
IIA
1042
IPG Investment Advisors
California
$595K -$1.55M -17,700 -72%
TFGT
1043
TS Financial Group (TSFG)
Illinois
$594K -$237K -2,694 -28%
IWM
1044
Iams Wealth Management
Nebraska
$593K
BKA
1045
Brick & Kyle Associates
Pennsylvania
$593K -$13.2K -150 -2%
OCPWS
1046
One Charles Private Wealth Services
Massachusetts
$591K +$28.4K +324 +5%
RFO
1047
RiverGlades Family Offices
Florida
$589K +$66.3K +755 +13%
SAM
1048
SignalPoint Asset Management
Missouri
$589K +$4.27K +49 +0.7%
VF
1049
VitalStone Financial
Texas
$585K -$308K -3,511 -35%
CCM
1050
Corsair Capital Management
New York
$583K -$263K -3,000 -31%