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Energy Select Sector SPDR Fund

1,804 hedge funds and large institutions have $22.5B invested in Energy Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 691 increasing their positions, 727 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+36
Holders Change %
+2.04%
% of All Funds
26.15%
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.25%
New
194
Increased
691
Reduced
727
Closed
133
Calls
$5.01B
Puts
$9.03B
Net Calls
-$4.02B
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1301
MV Capital Management
Maryland
$399K +$2.64K +28 +0.7%
HIM
1302
Hanlon Investment Management
New Jersey
$398K +$398K +4,213 New
TH
1303
TCTC Holdings
Texas
$397K
DJSG
1304
D.J. St. Germain
Massachusetts
$396K -$17.2K -182 -4%
SFB
1305
STAR Financial Bank
Indiana
$395K
LFA
1306
Longview Financial Advisors
Alabama
$395K +$9.44K +100 +2%
NF
1307
Nikulski Financial
Iowa
$394K -$23.6K -250 -6%
CWP
1308
Cyndeo Wealth Partners
Florida
$392K -$15.4K -163 -4%
RWM
1309
Ritholtz Wealth Management
New York
$391K +$27K +286 +7%
GWA
1310
GGM Wealth Advisors
Maryland
$390K +$3.02K +31 +0.8%
FEM
1311
Fulcrum Equity Management
Texas
$389K -$360K -3,814 -48%
I
1312
INVST
Indiana
$388K -$169K -1,781 -30%
AIM
1313
Aspen Investment Management
Michigan
$387K -$48.2K -510 -11%
SQA
1314
Simon Quick Advisors
New Jersey
$387K -$197K -2,085 -34%
DA
1315
Doliver Advisors
Texas
$387K -$9.44K -100 -2%
CWM
1316
Concentrum Wealth Management
California
$385K +$40.9K +433 +12%
MGWM
1317
Marks Group Wealth Management
Minnesota
$385K +$30.8K +326 +9%
LSA
1318
L & S Advisors
California
$385K +$385K +4,076 New
XT
1319
XTX Topco
Cayman Islands
$384K +$384K +4,071 New
SCG
1320
Sonata Capital Group
Washington
$383K +$2.45K +26 +0.6%
PWM
1321
Peterson Wealth Management
Nevada
$381K +$5.67K +60 +2%
LCGC
1322
Legacy Capital Group California
California
$381K +$38.1K +404 +11%
OIA
1323
Optimum Investment Advisors
Illinois
$380K +$8.21K +87 +2%
GFPC
1324
Global Financial Private Client
Florida
$380K -$29.8K -313 -7%
BG
1325
Benedetti & Gucer
Georgia
$379K -$143K -1,514 -27%