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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 %
LFA
1301
Longview Financial Advisors
Alabama
$381K
AC
1302
Avestar Capital
New York
$381K +$68.6K +752 +22%
FFA
1303
First Foundation Advisors
California
$380K -$22.8K -250 -6%
OCM
1304
One Capital Management
California
$374K -$14.9K -163 -4%
HPCM
1305
Hunter Perkins Capital Management
Illinois
$374K +$22.8K +250 +6%
FTDI
1306
First Trust Direct Indexing
Massachusetts
$373K +$373K +4,095 New
AIM
1307
Aspen Investment Management
Michigan
$373K
NC
1308
NBW Capital
Massachusetts
$372K -$47.6K -522 -11%
AGA
1309
Arkos Global Advisors
Texas
$372K +$67.4K +740 +22%
PWM
1310
Peterson Wealth Management
Nevada
$370K +$2.73K +30 +0.7%
CT
1311
Coastline Trust
Rhode Island
$369K -$82K -900 -18%
PA
1312
PSI Advisors
Florida
$369K +$16.7K +183 +5%
BZWA
1313
Blue Zone Wealth Advisors
California
$369K +$369K +4,048 New
NF
1314
Nikulski Financial
Iowa
$368K -$12.9K -141 -3%
ACP
1315
Arcus Capital Partners
Georgia
$367K +$2.92K +32 +0.8%
KIG
1316
Kessler Investment Group
Indiana
$367K +$109K +1,197 +42%
OWA
1317
Octavia Wealth Advisors
Ohio
$365K +$15.4K +169 +4%
GFPC
1318
Global Financial Private Client
Florida
$365K +$912 +10 +0.3%
PFG
1319
Prosperity Financial Group
California
$365K -$36.5K -400 -9%
IWA
1320
Icon Wealth Advisors
Texas
$365K +$130K +1,399 +56%
DA
1321
Doliver Advisors
Texas
$364K -$9.12K -100 -2%
WFS
1322
WealthGarden F.S.
California
$363K +$363K +3,988 New
CWS
1323
Confluence Wealth Services
Pennsylvania
$363K +$168K +1,845 +86%
HAM
1324
Harmony Asset Management
Arizona
$363K +$91.5K +1,004 +34%
MGWM
1325
Marks Group Wealth Management
Minnesota
$361K -$10.9K -120 -3%