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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 %
RFO
1151
RiverGlades Family Offices
Florida
$543K +$6.38K +70 +1%
CAI
1152
Capital Advisors Inc
Oklahoma
$542K +$46K +505 +9%
EWM
1153
Empirical Wealth Management
Washington
$539K -$88.4K -970 -14%
FCM
1154
Firestone Capital Management
Florida
$539K +$54.7K +600 +11%
OMC
1155
Old Mission Capital
Illinois
$539K +$539K +5,909 New
SFM
1156
Signet Financial Management
New Jersey
$538K +$13.3K +146 +3%
RWA
1157
Redhawk Wealth Advisors
Minnesota
$536K -$21.3K -234 -4%
NGA
1158
Naples Global Advisors
Florida
$536K -$33.8K -371 -6%
NP
1159
NorthRock Partners
Minnesota
$535K -$91.1K -999 -15%
CFG
1160
Carr Financial Group
Massachusetts
$531K +$170K +1,862 +47%
ACM
1161
Advance Capital Management
Michigan
$530K +$141K +1,551 +36%
MSAM
1162
Moloney Securities Asset Management
Missouri
$529K -$333K -3,655 -39%
TWM
1163
Tradition Wealth Management
Minnesota
$522K +$547 +6 +0.1%
WJWM
1164
Williams Jones Wealth Management
New York
$521K -$18K -198 -3%
FMN
1165
Financial Management Network
California
$520K -$19.9K -221 -4%
RW
1166
REDW Wealth
New Mexico
$517K -$11.4K -125 -2%
SEP
1167
Southland Equity Partners
Missouri
$517K -$15.8K -173 -3%
WIA
1168
Wetzel Investment Advisors
Indiana
$516K
FPW
1169
Flagship Private Wealth
Massachusetts
$516K +$242K +2,651 +88%
CCM
1170
Cullen Capital Management
New York
$516K +$516K +5,656 New
WHC
1171
Wulff, Hansen & Co
California
$515K
PCS
1172
Private Client Services
Kentucky
$514K +$14.1K +155 +3%
FFWA
1173
FRG Family Wealth Advisors
Washington
$513K +$8.7K +100 +2%
CMANY
1174
Capital Management Associates (New York)
New York
$512K -$18.3K -201 -3%
EFL
1175
ERn Financial LLC
Wisconsin
$509K +$11.2K +123 +2%