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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 %
VPP
1151
Vertex Planning Partners
Illinois
$572K +$108K +1,147 +23%
DWM
1152
Darwin Wealth Management
Florida
$569K +$569K +6,030 New
RC
1153
Rovin Capital
Arizona
$569K -$22.5K -238 -4%
UIA
1154
Ulland Investment Advisors
Minnesota
$568K -$278K -2,940 -33%
CBFP
1155
Cedar Brook Financial Partners
Ohio
$566K +$3.87K +41 +0.7%
OWP
1156
Obermeyer Wealth Partners
Colorado
$564K
WJWM
1157
Williams Jones Wealth Management
New York
$558K -$3.3K -35 -0.6%
RFO
1158
RiverGlades Family Offices
Florida
$555K -$60.9K -645 -10%
NLP
1159
Next Level Private
New York
$555K +$555K +5,879 New
WG
1160
Welch Group
Alabama
$555K +$61.7K +654 +13%
AF
1161
Advisornet Financial
Minnesota
$552K -$22.4K -237 -4%
BFAG
1162
Blackston Financial Advisory Group
Florida
$552K -$179K -1,892 -24%
SEP
1163
Southland Equity Partners
Missouri
$552K +$37.7K +399 +7%
SWM
1164
Selective Wealth Management
Virginia
$551K +$551K +5,630 New
QWP
1165
Quotient Wealth Partners
Texas
$550K -$34.1K -361 -6%
CMANY
1166
Capital Management Associates (New York)
New York
$549K +$74.1K +785 +16%
RW
1167
REDW Wealth
New Mexico
$548K -$52.5K -556 -9%
SFM
1168
Signet Financial Management
New Jersey
$543K -$1.06M -11,186 -66%
Financial Engines Advisors
1169
Financial Engines Advisors
California
$543K +$543K +5,747 New
FFWA
1170
FRG Family Wealth Advisors
Washington
$542K
TWM
1171
Tradition Wealth Management
Minnesota
$541K -$20.6K -218 -4%
MC
1172
Mirabaud & Cie
Switzerland
$540K
SAM
1173
Sequent Asset Management
Texas
$538K +$283 +3 +0.1%
CFS
1174
Coordinated Financial Services
Colorado
$538K +$538K +5,698 New
NWMG
1175
National Wealth Management Group
Ohio
$538K -$39.6K -419 -7%