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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 %
RWP
1251
RWA Wealth Partners
Massachusetts
$424K +$164K +1,798 +63%
KFI
1252
Key Financial Inc
Pennsylvania
$423K
NWMG
1253
National Wealth Management Group
Ohio
$423K -$96.2K -1,055 -19%
ACM
1254
AlphaStar Capital Management
North Carolina
$422K +$33.5K +368 +9%
SWA
1255
Strata Wealth Advisors
Texas
$422K
CAM
1256
Campion Asset Management
Virginia
$421K
PB
1257
Pinnacle Bancorp
Nebraska
$421K -$9.48K -104 -2%
NWWA
1258
New Wave Wealth Advisors
Arkansas
$421K +$421K +4,619 New
LA
1259
Latitude Advisors
Florida
$420K +$547 +6 +0.1%
RWS
1260
Resolute Wealth Strategies
Mississippi
$420K -$3.65K -40 -0.9%
SWA
1261
SFMG Wealth Advisors
Texas
$419K +$547 +6 +0.1%
BGAI
1262
Bruce G. Allen Investments
Colorado
$417K -$58.5K -642 -12%
JSSH
1263
J. Safra Sarasin Holding
$417K +$417K +4,575 New
WPW
1264
Watershed Private Wealth
Illinois
$416K
KWM
1265
Keebeck Wealth Management
Illinois
$414K -$95.3K -1,046 -19%
PCM
1266
Palisade Capital Management
New Jersey
$414K +$22.8K +250 +6%
AA
1267
Auxano Advisors
Washington
$414K +$182 +2 +0%
SIC
1268
Shoker Investment Counsel
Ohio
$414K +$365 +4 +0.1%
KIG
1269
Kowal Investment Group
Wisconsin
$411K +$10.1K +111 +3%
MGIA
1270
Moneta Group Investment Advisors
Missouri
$411K -$6.38K -70 -2%
BPWM
1271
Black Point Wealth Management
Florida
$410K +$410K +4,503 New
FWIA
1272
Fort Washington Investment Advisors
Ohio
$410K
BWFA
1273
Baltimore-Washington Financial Advisors
Maryland
$410K +$410K +4,500 New
SCG
1274
Sonata Capital Group
Washington
$409K +$38.8K +426 +10%
UFF
1275
USA Financial Formulas
Michigan
$409K -$104K -1,144 -20%