XLE icon

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 %
AAS
1176
Annex Advisory Services
Wisconsin
$505K -$73.6K -808 -13%
BCM
1177
Bayesian Capital Management
New York
$505K +$505K +5,535 New
SW
1178
SlateStone Wealth
Florida
$503K +$41.3K +453 +9%
CFCI
1179
Comprehensive Financial Consultants Institutional
Indiana
$503K +$15.2K +167 +3%
RWM
1180
Ritholtz Wealth Management
New York
$502K +$125K +1,368 +33%
GA
1181
GFS Advisors
Texas
$502K +$459K +46,803 +1,073%
WA
1182
WESPAC Advisors
California
$502K -$132K -1,448 -21%
CFO
1183
Collective Family Office
Pennsylvania
$501K
ATC
1184
Argent Trust Co
Tennessee
$500K
DI
1185
Disciplined Investments
Oklahoma
$499K
LC
1186
LCNB Corp
Ohio
$499K +$91.2K +1,000 +22%
CI
1187
CX Institutional
Indiana
$496K -$641K -7,037 -56%
KC
1188
Kadensa Capital
Hong Kong
$495K +$495K +5,434 New
SIA
1189
Strategic Investment Advisors
Michigan
$495K +$495K +5,431 New
SWM
1190
Selective Wealth Management
Virginia
$495K -$5.06K -57 -1%
RSA
1191
River Street Advisors
Illinois
$494K +$59.1K +648 +14%
GC
1192
Gratus Capital
Georgia
$493K +$63.9K +701 +15%
LCWP
1193
Legacy Capital Wealth Partners
Arkansas
$490K +$490K +5,376 New
HA
1194
Hanover Advisors
South Carolina
$489K -$69.2K -759 -12%
CCM
1195
Coldstream Capital Management
Washington
$485K -$16.3K -179 -3%
GAG
1196
Goodman Advisory Group
Massachusetts
$485K +$485K +5,316 New
MAG
1197
Mayfair Advisory Group
Alabama
$483K -$653K -7,208 -57%
UWS
1198
Unique Wealth Strategies
Illinois
$483K
LSA
1199
Lion Street Advisors
Texas
$480K +$18.2K +200 +4%
GCA
1200
Greenwood Capital Associates
South Carolina
$480K -$12K -132 -2%