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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 %
PJSIMP
1076
P.J. Schmidt Investment Management (PJS)
Wisconsin
$681K -$62.2K -659 -8%
BBWP
1077
Beacon Bridge Wealth Partners
Pennsylvania
$677K +$200K +2,120 +42%
BOS
1078
Bank of Stockton
California
$677K -$4.72K -50 -0.7%
LSIA
1079
LaSalle St. Investment Advisors
Illinois
$676K +$275 +3 +0%
MCWS
1080
McKinley Carter Wealth Services
West Virginia
$676K -$10.1K -107 -1%
FIM
1081
FWL Investment Management
Texas
$672K -$140K -1,485 -17%
AIP
1082
ARS Investment Partners
New York
$672K -$2.46K -26 -0.4%
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$671K -$94.7K -1,003 -12%
CWM
1084
Comprehensive Wealth Management
Washington
$670K +$54.5K +577 +9%
SBIA
1085
Sheaff Brock Investment Advisors
Indiana
$669K +$11.1K +118 +2%
HFS
1086
Horizon Financial Services
North Carolina
$668K +$285K +3,016 +74%
S
1087
SignatureFD
Georgia
$667K +$104K +1,102 +18%
DWM
1088
Denver Wealth Management
Colorado
$666K -$302K -3,199 -31%
GGS
1089
Galvin Gaustad & Stein
Arizona
$665K
IA
1090
Insight Advisors
Pennsylvania
$663K -$46.6K -493 -7%
PAG
1091
Private Advisory Group
Washington
$663K -$893K -9,463 -57%
HIP
1092
HUB Investment Partners
Texas
$663K -$30.2K -320 -4%
CFG
1093
Cooper Financial Group
California
$660K -$13.9K -147 -2%
PWPS
1094
Pinnacle Wealth Planning Services
Ohio
$658K
ACM
1095
Advisors Capital Management
New Jersey
$658K -$55.9K -592 -8%
SAM
1096
SignalPoint Asset Management
Missouri
$657K +$16.4K +176 +3%
WA
1097
WESPAC Advisors
California
$656K +$27.3K +289 +4%
BPCE
1098
Bank Pictet & Cie (Europe)
Germany
$656K +$656K +6,950 New
NB
1099
Northwest Bancshares
Pennsylvania
$655K -$135K -1,432 -17%
SS
1100
Sunbelt Securities
Texas
$651K -$397K -4,204 -38%