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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 %
FTA
1051
Financial & Tax Architects
Missouri
$582K -$35.6K -406 -6%
BAM
1052
Berkshire Asset Management
Pennsylvania
$581K
CPG
1053
Cornerstone Planning Group
New Jersey
$579K +$17.7K +201 +3%
BP
1054
BBR Partners
New York
$573K +$573K +6,523 New
MAC
1055
Mason & Associates (California)
California
$572K -$135K -1,537 -19%
GT
1056
Glenview Trust
Kentucky
$571K -$4.39K -50 -0.8%
EHC
1057
Everett Harris & Co
California
$570K
RC
1058
Rovin Capital
Arizona
$569K +$17.1K +195 +3%
NG
1059
Norden Group
Utah
$568K +$15K +171 +3%
RFA
1060
Resurgent Financial Advisors
Georgia
$564K +$28.5K +325 +5%
SB
1061
Strategic Blueprint
Georgia
$563K -$70.1K -798 -11%
PP
1062
Prudential plc
United Kingdom
$563K -$3.05M -34,685 -84%
IVP
1063
Intrinsic Value Partners
Arizona
$562K
LFG
1064
Larson Financial Group
Missouri
$561K +$104K +1,187 +23%
IP
1065
Ignite Planners
California
$560K -$134K -1,524 -19%
EFMC
1066
Empire Financial Management Company
New York
$559K
BFM
1067
Boston Financial Management
Massachusetts
$558K -$702K -8,000 -56%
CWM
1068
Circle Wealth Management
New Jersey
$557K -$120K -1,362 -18%
TWA
1069
Tandem Wealth Advisors
Arizona
$554K +$9.57K +109 +2%
CSPAM
1070
Cary Street Partners Asset Management
Virginia
$554K -$86.7K -987 -14%
NPT
1071
Nixon Peabody Trust
Massachusetts
$553K +$553K +6,300 New
9WM
1072
9258 Wealth Management
Ohio
$553K
CFO
1073
Collective Family Office
Pennsylvania
$551K +$68.5K +780 +14%
BOM
1074
Bank of Marin
California
$551K -$20.5K -234 -4%
ST
1075
Sageworth Trust
Pennsylvania
$549K