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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 %
SRL
1276
Scientech Research LLC
New Jersey
$331K +$331K +3,775 New
SP
1277
Successful Portfolios
Florida
$328K -$7.46K -85 -2%
PWM
1278
Peterson Wealth Management
Nevada
$328K -$29.1K -331 -8%
KHLMTHM
1279
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$325K
CWM
1280
Concentrum Wealth Management
California
$324K -$18.7K -213 -5%
NEPWA
1281
New England Private Wealth Advisors
Massachusetts
$324K +$49.9K +568 +18%
TCBWMS
1282
Texas Capital Bank Wealth Management Services
Texas
$322K -$12.5K -142 -4%
AIM
1283
AHL Investment Management
Florida
$321K
MWAM
1284
Manhattan West Asset Management
California
$319K +$17.7K +202 +6%
TPW
1285
Talon Private Wealth
Florida
$315K +$315K +3,587 New
NCFG
1286
New Century Financial Group
New Jersey
$313K +$313K +3,565 New
PCM
1287
Pennsylvania Capital Management
Pennsylvania
$313K +$2.37K +27 +0.8%
FMII
1288
Farmers & Merchants Investments Inc
Nebraska
$313K -$1.76K -20 -0.6%
EWA
1289
Exencial Wealth Advisors
Oklahoma
$312K -$61.5K -701 -16%
AWAG
1290
ARS Wealth Advisors Group
Florida
$312K +$24.9K +283 +9%
MIC
1291
Means Investment Company
Maine
$312K -$7.2K -82 -2%
FLPIM
1292
F.L. Putnam Investment Management
Massachusetts
$311K -$148K -1,691 -32%
LWM
1293
LJI Wealth Management
Indiana
$311K -$8.61K -98 -3%
PCM
1294
Poehling Capital Management
Wisconsin
$311K -$4.04K -46 -1%
EAM
1295
Evanson Asset Management
California
$310K +$615 +7 +0.2%
CCM
1296
Ciovacco Capital Management
Georgia
$309K -$3.07K -35 -1%
KWM
1297
Keebeck Wealth Management
Illinois
$309K -$90.3K -1,029 -23%
BWM
1298
BlackDiamond Wealth Management
New York
$308K -$69.4K -740 -18%
WP
1299
Wealthspan Partners
Iowa
$307K -$17.3K -197 -5%
BA
1300
Bridge Advisory
California
$306K +$1.93K +22 +0.6%