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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 %
CFS
1226
Coordinated Financial Services
Colorado
$449K -$70.8K -777 -14%
GWP
1227
Gateway Wealth Partners
Wisconsin
$448K -$58.9K -646 -12%
WA
1228
Wealth Alliance
New York
$447K +$32.1K +352 +8%
WSC
1229
Wellington Shields & Co
New York
$447K
LWA
1230
Lantern Wealth Advisors
New York
$447K -$14.9K -164 -3%
AWMT
1231
AAFMAA Wealth Management & Trust
North Carolina
$446K +$446K +4,891 New
SDAM
1232
Shulman DeMeo Asset Management
New York
$445K +$1.37K +15 +0.3%
CASB
1233
Cape Ann Savings Bank
Massachusetts
$444K +$43.8K +480 +11%
SFFS
1234
Stonehage Fleming Financial Services
Jersey
$442K +$442K +4,847 New
SW
1235
SVB Wealth
Massachusetts
$442K -$122K -1,337 -22%
AFG
1236
Allegheny Financial Group
Pennsylvania
$440K +$183K +2,003 +71%
VAM
1237
Verity Asset Management
North Carolina
$440K +$440K +4,828 New
MP
1238
McDonald Partners
Ohio
$438K +$3.28K +36 +0.8%
B
1239
Bensler
Washington
$437K +$2.1K +23 +0.5%
CHC
1240
City Holding Co
West Virginia
$436K -$13.7K -150 -3%
PGAM
1241
Princeton Global Asset Management
New Jersey
$433K
SDWMA
1242
Schneider Downs Wealth Management Advisors
Pennsylvania
$433K +$131K +1,433 +43%
IC
1243
Inscription Capital
Texas
$432K -$13.6K -149 -3%
PFA
1244
Pinnacle Family Advisors
Missouri
$430K +$430K +4,723 New
BAM
1245
Brave Asset Management
New Jersey
$429K +$204K +2,234 +90%
ALC
1246
Alexander Labrunerie & Co
Missouri
$428K -$2.74K -30 -0.6%
SCM
1247
Saxony Capital Management
Missouri
$428K +$178K +1,949 +71%
LCGC
1248
Legacy Capital Group California
California
$427K +$59.1K +648 +16%
AF
1249
Arrow Financial
New York
$426K -$16.4K -180 -4%
ZIM
1250
Zacks Investment Management
Illinois
$426K +$39K +428 +10%