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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 %
BMWM
1051
Brown Miller Wealth Management
Virginia
$714K +$41.2K +452 +6%
IP
1052
Ignite Planners
California
$711K -$30.2K -335 -4%
ST
1053
Spinnaker Trust
Maine
$711K
CAM
1054
Cozad Asset Management
Illinois
$711K -$88.9K -975 -11%
GSIAS
1055
Garden State Investment Advisory Services
New Jersey
$709K -$2.19K -24 -0.3%
GF
1056
Gries Financial
Ohio
$705K -$7.29K -80 -1%
NFA
1057
Northwest Financial Advisors
Virginia
$703K +$2.28K +25 +0.3%
GWM
1058
Greenwich Wealth Management
Connecticut
$703K -$9.03K -99 -1%
CWM
1059
Circle Wealth Management
New Jersey
$702K +$2.37K +26 +0.3%
NL
1060
NVWM LLC
Pennsylvania
$702K -$175K -1,924 -20%
SFC
1061
SYM Financial Corp
Indiana
$699K +$28.8K +316 +4%
MAM
1062
Milestone Asset Management
Pennsylvania
$697K -$154K -1,692 -18%
PTP
1063
Platform Technology Partners
New York
$696K +$696K +7,635 New
QPWM
1064
Quadrant Private Wealth Management
Pennsylvania
$692K
FPAS
1065
Focus Partners Advisor Solutions
Missouri
$687K +$10.3K +113 +2%
TCM
1066
Telos Capital Management
California
$685K +$15.2K +167 +2%
KLCM
1067
KG&L Capital Management
Louisiana
$675K -$47.3K -519 -7%
SFG
1068
Sovereign Financial Group
Connecticut
$669K -$46.7K -512 -7%
HFS
1069
Horizon Financial Services
North Carolina
$666K +$20.9K +229 +3%
CSPAM
1070
Cary Street Partners Asset Management
Virginia
$665K -$7.75K -85 -1%
RCAG
1071
Rehmann Capital Advisory Group
Michigan
$665K +$193K +2,113 +41%
S
1072
SignatureFD
Georgia
$659K +$15.7K +172 +2%
AFS
1073
AFG Fiduciary Services
Massachusetts
$657K +$4.31K +47 +0.7%
SB
1074
Strategic Blueprint
Georgia
$657K +$72.8K +799 +12%
AIP
1075
ARS Investment Partners
New York
$657K +$8.48K +93 +1%