XLE icon

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 %
EWM
1101
Empirical Wealth Management
Washington
$650K +$650K +6,887 New
NP
1102
NorthRock Partners
Minnesota
$648K +$10.8K +114 +2%
AFG
1103
Atomi Financial Group
New York
$644K -$255K -2,703 -28%
SDH
1104
Sloy Dahl & Holst
Washington
$638K +$28.8K +305 +5%
WCM
1105
WealthBridge Capital Management
Ohio
$630K +$8.21K +87 +1%
FPCP
1106
Fort Point Capital Partners
California
$629K -$11.3K -120 -2%
CWM
1107
Centric Wealth Management
Illinois
$628K +$297K +3,179 +90%
HCP
1108
Hexagon Capital Partners
Arkansas
$621K +$29.5K +313 +5%
ACM
1109
Andina Capital Management
Utah
$619K +$50.6K +536 +9%
GT
1110
Glenview Trust
Kentucky
$618K -$1.45M -15,399 -70%
BOM
1111
Bank of Marin
California
$616K -$34.9K -370 -5%
EHC
1112
Everett Harris & Co
California
$613K +$7.08K +75 +1%
AAP
1113
Arax Advisory Partners
Colorado
$612K +$458K +4,846 +296%
WC
1114
Waterloo Capital
Texas
$611K +$226K +2,392 +59%
TW
1115
Towerpoint Wealth
California
$611K +$119K +1,257 +24%
GIA
1116
Guyasuta Investment Advisors
Pennsylvania
$610K
WP
1117
WealthPLAN Partners
Nebraska
$606K -$14.4K -152 -2%
SB
1118
Strategic Blueprint
Georgia
$605K -$283K -3,000 -32%
DWS
1119
Dynamic Wealth Strategies
California
$603K -$51.3K -543 -8%
GAG
1120
GM Advisory Group
New York
$602K +$332K +3,517 +123%
RIA
1121
RPG Investment Advisory
California
$602K -$10.8K -114 -2%
BAM
1122
Berkshire Asset Management
Pennsylvania
$601K
SVWAG
1123
Sound View Wealth Advisors Group
Georgia
$600K -$101K -1,072 -14%
GFA
1124
Gallagher Fiduciary Advisors
Illinois
$599K +$13.8K +146 +2%
AAS
1125
Annex Advisory Services
Wisconsin
$599K -$355K -3,762 -37%