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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 %
WFS
1176
WealthGarden F.S.
California
$423K +$72.8K +829 +21%
LIM
1177
Leavell Investment Management
Alabama
$422K +$140K +1,593 +50%
TH
1178
TCTC Holdings
Texas
$422K +$52.7K +600 +14%
LWA
1179
Lantern Wealth Advisors
New York
$419K -$11.7K -133 -3%
FCM
1180
Firestone Capital Management
Florida
$418K -$101K -1,149 -19%
PGAM
1181
Princeton Global Asset Management
New Jersey
$417K
IC
1182
Inscription Capital
Texas
$416K
AF
1183
Arrow Financial
New York
$416K +$5.8K +66 +1%
TFA
1184
Teamwork Financial Advisors
Texas
$416K -$365K -4,154 -47%
SDWMA
1185
Schneider Downs Wealth Management Advisors
Pennsylvania
$415K -$2.02K -23 -0.5%
SW
1186
SlateStone Wealth
Florida
$413K -$71.1K -811 -15%
WSC
1187
Wellington Shields & Co
New York
$413K -$17.6K -200 -4%
GWP
1188
Gateway Wealth Partners
Wisconsin
$411K -$20.2K -230 -5%
CCM
1189
Coldstream Capital Management
Washington
$407K -$59.8K -681 -13%
SWA
1190
Strata Wealth Advisors
Texas
$407K
CAM
1191
Campion Asset Management
Virginia
$406K
CHC
1192
City Holding Co
West Virginia
$406K -$14.8K -169 -4%
NWWA
1193
New Wave Wealth Advisors
Arkansas
$406K
PB
1194
Pinnacle Bancorp
Nebraska
$406K
HOWA
1195
Heritage Oak Wealth Advisors
Florida
$406K +$406K +4,619 New
BGAI
1196
Bruce G. Allen Investments
Colorado
$403K +$1.23K +14 +0.3%
LA
1197
Latitude Advisors
Florida
$403K -$1.23K -14 -0.3%
FWIA
1198
Fort Washington Investment Advisors
Ohio
$402K +$7.29K +83 +2%
Twin Tree Management
1199
Twin Tree Management
Texas
$402K +$402K +4,576 New
JSSH
1200
J. Safra Sarasin Holding
$402K