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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 %
DWS
1326
Dynamic Wealth Strategies
California
$285K -$27.7K -315 -9%
FA
1327
Fountainhead AM
New Jersey
$285K +$26.4K +301 +10%
FHWM
1328
Fox Hill Wealth Management
Massachusetts
$284K -$2.2K -25 -0.8%
PWMAG
1329
Pinnacle Wealth Management Advisory Group
New Jersey
$284K -$29.6K -337 -9%
GF
1330
GGM Financials
Ohio
$283K +$6.58K +75 +2%
PBT
1331
Pictet Bank & Trust
Bahamas
$281K
SQA
1332
Simon Quick Advisors
New Jersey
$281K -$3.6K -41 -1%
CWP
1333
Core Wealth Partners
California
$281K +$1.32K +15 +0.5%
STCOSD
1334
Sageworth Trust Company of South Dakota
South Dakota
$281K
PG
1335
Patten Group
Tennessee
$279K -$60.6K -690 -18%
PWM
1336
PBMares Wealth Management
Virginia
$278K +$12.8K +146 +5%
AIM
1337
Anchor Investment Management
South Carolina
$277K -$8.78K -100 -3%
RMAM
1338
Raab & Moskowitz Asset Management
New Jersey
$277K -$4.21K -48 -1%
APW
1339
Austin Private Wealth
Texas
$276K +$8.08K +92 +3%
FPGK
1340
Financial Partners Group (Kansas)
Kansas
$276K -$4.39K -50 -2%
CWAG
1341
Compton Wealth Advisory Group
Virginia
$276K -$5.8K -66 -2%
RBFC
1342
Roman Butler Fullerton & Co
Missouri
$276K -$24.3K -271 -8%
FP
1343
Financial Perspectives
Minnesota
$276K +$2.11K +24 +0.8%
IF
1344
Ironwood Financial
Arizona
$275K +$275K +3,130 New
RWA
1345
Redhawk Wealth Advisors
Minnesota
$275K -$242K -2,753 -47%
WPWM
1346
Western Pacific Wealth Management
Illinois
$272K +$167K +1,900 +158%
VCM
1347
Viewpoint Capital Management
Washington
$272K
ECG
1348
Edge Capital Group
Georgia
$272K -$3.88M -44,198 -93%
CWA
1349
Centennial Wealth Advisory
Michigan
$270K +$36.1K +411 +15%
AA
1350
Acorns Advisers
California
$270K +$270K +3,080 New