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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 %
VWM
1251
VCI Wealth Management
Missouri
$356K -$397K -4,522 -53%
OCM
1252
One Capital Management
California
$355K -$5.97K -68 -2%
KIG
1253
Kessler Investment Group
Indiana
$353K
NF
1254
Nikulski Financial
Iowa
$353K -$1.41K -16 -0.4%
LFASL
1255
Lugano Financial Advisors SA (LFA)
Switzerland
$353K +$192K +2,188 +120%
AIM
1256
Aspen Investment Management
Michigan
$351K -$8.79K -100 -2%
DA
1257
Doliver Advisors
Texas
$351K +$88 +1 +0%
BWFA
1258
Baltimore-Washington Financial Advisors
Maryland
$350K -$44.6K -508 -11%
GFPC
1259
Global Financial Private Client
Florida
$349K -$2.46K -28 -0.7%
TAM
1260
TCP Asset Management
Ohio
$349K -$34.4K -392 -9%
BPWM
1261
Badgley Phelps Wealth Managers
Washington
$346K +$86.5K +985 +33%
FCAS
1262
First Command Advisory Services
Texas
$346K +$3.95K +45 +1%
SWP
1263
Strategic Wealth Partners
Ohio
$343K -$43.1K -491 -11%
RWA
1264
Roberts Wealth Advisors
California
$342K -$20.9K -230 -6%
PCMC
1265
Private Capital Management (Colorado)
Colorado
$342K -$29.2K -333 -8%
PP
1266
Patron Partners
Texas
$338K -$3.25K -37 -1%
NWM
1267
Northwest Wealth Management
Iowa
$338K -$5.18K -59 -2%
OAM
1268
Occidental Asset Management
California
$336K +$6.32K +72 +2%
SC
1269
Searle & Co
Connecticut
$335K -$3.6K -41 -1%
HCM
1270
Hengehold Capital Management
Ohio
$334K -$4.3K -49 -1%
OWA
1271
Octavia Wealth Advisors
Ohio
$334K -$17.9K -204 -5%
PFG
1272
Prosperity Financial Group
California
$334K -$17.6K -200 -5%
MGWM
1273
Marks Group Wealth Management
Minnesota
$333K -$15.1K -172 -4%
SCM
1274
Saxony Capital Management
Missouri
$332K -$79.6K -906 -19%
NC
1275
NBW Capital
Massachusetts
$332K -$26.3K -300 -7%