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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 %
MGIA
1151
Moneta Group Investment Advisors
Missouri
$448K +$51.9K +591 +13%
SEP
1152
Southland Equity Partners
Missouri
$448K -$50.5K -575 -10%
SFP
1153
Shepherd Financial Partners
Massachusetts
$447K +$2.02K +23 +0.5%
LGWM
1154
Litman Gregory Wealth Management
California
$446K
ZIM
1155
Zacks Investment Management
Illinois
$446K +$35.9K +409 +9%
CFCI
1156
Comprehensive Financial Consultants Institutional
Indiana
$442K -$42.7K -486 -9%
O3W
1157
Omni 360 Wealth
New Jersey
$441K +$263 +3 +0.1%
GCA
1158
Greenwood Capital Associates
South Carolina
$441K -$20.8K -237 -5%
FSA
1159
Fort Sheridan Advisors
Illinois
$440K -$4.39K -50 -1%
OWP
1160
Obermeyer Wealth Partners
Colorado
$440K +$7.73K +88 +2%
WAAG
1161
Wealth Alliance Advisory Group
Kansas
$440K
ACM
1162
Advance Capital Management
Michigan
$440K -$70.8K -806 -14%
CASB
1163
Cape Ann Savings Bank
Massachusetts
$440K +$12.3K +140 +3%
MG
1164
Mather Group
Illinois
$437K -$345K -3,933 -44%
WA
1165
Wealth Alliance
New York
$433K +$2.72K +31 +0.6%
APW
1166
Acima Private Wealth
Virginia
$432K
HA
1167
Hanover Advisors
South Carolina
$431K -$40K -456 -8%
CCM
1168
Cullen Capital Management
New York
$429K -$67.2K -765 -14%
TCMP
1169
Thrive Capital Management (Pennsylvania)
Pennsylvania
$429K -$351K -4,000 -45%
PA
1170
PSI Advisors
Florida
$425K +$69.6K +793 +20%
LSA
1171
Lion Street Advisors
Texas
$425K -$37.9K -432 -8%
CWM
1172
Centric Wealth Management
Illinois
$424K +$424K +4,531 New
RWMG
1173
Redwood Wealth Management Group
New Jersey
$424K +$332K +3,787 +365%
SDAM
1174
Shulman DeMeo Asset Management
New York
$423K -$5.18K -59 -1%
QCM
1175
QRG Capital Management
Illinois
$423K +$41.4K +472 +11%