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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 %
CWM
1051
Circle Wealth Management
New Jersey
$725K +$2.36K +25 +0.3%
VCA
1052
Verdence Capital Advisors
Maryland
$719K +$25.5K +270 +4%
TB
1053
Treynor Bancshares
Iowa
$719K -$943K -9,986 -57%
ANBT
1054
American National Bank & Trust
Texas
$717K +$415K +4,396 +138%
QPWM
1055
Quadrant Private Wealth Management
Pennsylvania
$716K -$283 -3 -0%
IW
1056
Imprint Wealth
South Carolina
$715K +$323K +3,401 +83%
BJL
1057
Brighton Jones LLC
Washington
$715K +$87.5K +927 +14%
BP
1058
BNP Paribas
France
$715K +$715K +7,574 New
LPAM
1059
Lodestar Private Asset Management
California
$713K +$9.25K +98 +1%
MAC
1060
Mason & Associates (California)
California
$707K -$23.3K -247 -3%
EFMC
1061
Empire Financial Management Company
New York
$705K -$236K -2,500 -25%
WB
1062
Webster Bank
Connecticut
$702K -$107K -1,135 -13%
FPAS
1063
Focus Partners Advisor Solutions
Missouri
$701K +$701K +7,422 New
BFA
1064
Beaumont Financial Advisors
Massachusetts
$700K -$196K -2,079 -22%
BMWM
1065
Brown Miller Wealth Management
Virginia
$697K +$47.1K +499 +7%
CSPAM
1066
Cary Street Partners Asset Management
Virginia
$697K -$181K -1,920 -21%
SFC
1067
SYM Financial Corp
Indiana
$694K -$153K -1,622 -18%
TCM
1068
Telos Capital Management
California
$694K +$694K +7,351 New
AFS
1069
AFG Fiduciary Services
Massachusetts
$694K +$390 +4 +0.1%
EWM
1070
Edge Wealth Management
New York
$689K -$353K -3,735 -34%
KWA
1071
Kingswood Wealth Advisors
California
$688K -$20.2K -214 -3%
BKA
1072
Brick & Kyle Associates
Pennsylvania
$687K -$4.66K -48 -0.7%
FTA
1073
Financial & Tax Architects
Missouri
$686K -$128K -1,360 -16%
CA
1074
Clearstead Advisors
Ohio
$685K -$39.6K -423 -5%
GFL
1075
Granite FO LLC
New Hampshire
$684K -$221K -2,460 -24%