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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 %
HGA
1201
Hobbs Group Advisors
South Carolina
$479K +$479K +5,647 New
CP
1202
Creekside Partners
California
$478K +$478K +5,246 New
FLPIM
1203
F.L. Putnam Investment Management
Massachusetts
$477K +$129K +1,417 +37%
BA
1204
Bristlecone Advisors
Washington
$477K +$456 +5 +0.1%
LWM
1205
Lodestone Wealth Management
Washington
$476K +$7.02K +77 +1%
MWM
1206
Modera Wealth Management
New Jersey
$476K -$23.8K -261 -5%
LFG
1207
Larson Financial Group
Missouri
$475K +$405K +4,441 +580%
CCWM
1208
Cassaday & Co Wealth Management
Virginia
$474K +$178K +1,957 +60%
CFB
1209
Cullen/Frost Bankers
Texas
$472K
PT
1210
Plimoth Trust
Massachusetts
$470K -$21.5K -236 -4%
LNWWM
1211
Laird Norton Wetherby Wealth Management
California
$469K -$15.6K -171 -3%
FFG
1212
Frisch Financial Group
New York
$467K +$467K +5,123 New
NLP
1213
Next Level Private
New York
$466K -$69.6K -764 -13%
LGWM
1214
Litman Gregory Wealth Management
California
$463K -$9.39K -103 -2%
MCA
1215
Magnolia Capital Advisors
Mississippi
$463K +$463K +5,081 New
SFP
1216
Shepherd Financial Partners
Massachusetts
$462K -$19.3K -212 -4%
FSA
1217
Fort Sheridan Advisors
Illinois
$462K +$4.56K +50 +1%
O3W
1218
Omni 360 Wealth
New Jersey
$458K +$9.02K +99 +2%
MBT
1219
Montecito Bank & Trust
California
$457K -$36.4K -399 -7%
WAAG
1220
Wealth Alliance Advisory Group
Kansas
$457K -$39.6K -434 -8%
LAM
1221
Lewis Asset Management
California
$456K +$25.1K +275 +6%
GCM
1222
Graham Capital Management
Connecticut
$456K -$2.55M -28,000 -85%
VCM
1223
Vivaldi Capital Management
Illinois
$454K +$1.55K +17 +0.3%
OWP
1224
Obermeyer Wealth Partners
Colorado
$449K -$95.4K -1,047 -18%
APW
1225
Acima Private Wealth
Virginia
$449K