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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 %
OCPWS
1176
One Charles Private Wealth Services
Massachusetts
$536K -$100K -1,064 -16%
SMA
1177
Sage Mountain Advisors
Georgia
$536K +$195K +2,061 +57%
EMAM
1178
Encompass More Asset Management
California
$534K -$12.9K -137 -2%
WHC
1179
Wulff, Hansen & Co
California
$533K
CCMT
1180
CMT Capital Markets Trading
Germany
$532K +$532K +5,630 New
UFF
1181
USA Financial Formulas
Michigan
$532K -$65.3K -692 -11%
PCG
1182
Prosperity Consulting Group
Maryland
$530K +$282K +2,991 +114%
KWM
1183
Keebeck Wealth Management
Illinois
$528K -$23.1K -245 -4%
GWP
1184
Gateway Wealth Partners
Wisconsin
$525K -$121K -1,287 -19%
CCM
1185
Coldstream Capital Management
Washington
$519K -$8.12K -86 -2%
CFO
1186
Collective Family Office
Pennsylvania
$519K +$519K +5,497 New
CLOS
1187
Compagnie Lombard Odier SCmA
Switzerland
$518K -$75.5K -800 -13%
PCMC
1188
Private Capital Management (Colorado)
Colorado
$518K -$13.8K -146 -3%
MWM
1189
Modera Wealth Management
New Jersey
$518K -$661 -7 -0.1%
ATC
1190
Argent Trust Co
Tennessee
$518K -$49.8K -527 -9%
PCS
1191
Private Client Services
Kentucky
$518K -$944 -10 -0.2%
DI
1192
Disciplined Investments
Oklahoma
$517K
EFL
1193
ERn Financial LLC
Wisconsin
$515K +$10.7K +113 +2%
WAAG
1194
Wealth Alliance Advisory Group
Kansas
$514K +$77.4K +820 +18%
CAI
1195
Capital Advisors Inc
Oklahoma
$513K +$513K +5,438 New
WIA
1196
Wetzel Investment Advisors
Indiana
$513K -$3.28K -35 -0.6%
AFO
1197
Allie Family Office
Florida
$512K -$29.3K -310 -5%
MBT
1198
Montecito Bank & Trust
California
$511K -$31.6K -335 -6%
CA
1199
Crewe Advisors
Utah
$509K +$249K +2,642 +96%
GCA
1200
Greenwood Capital Associates
South Carolina
$509K -$167K -1,770 -25%