XLE icon

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 %
AIM
1351
AHL Investment Management
Florida
$333K
CA
1352
Crewe Advisors
Utah
$332K -$160K -1,755 -33%
LWM
1353
LJI Wealth Management
Indiana
$332K +$332K +3,640 New
HIM
1354
Hanlon Investment Management
New Jersey
$331K -$52.6K -577 -14%
MIC
1355
Means Investment Company
Maine
$331K -$8.84K -97 -3%
NDSI
1356
Newman Dignan & Sheerar Inc
Rhode Island
$331K +$6.84K +75 +2%
MW
1357
Members Wealth
Pennsylvania
$330K +$330K +3,729 New
WPWM
1358
Windward Private Wealth Management
Kansas
$330K -$3.55K -39 -1%
PCM
1359
Poehling Capital Management
Wisconsin
$327K
FMII
1360
Farmers & Merchants Investments Inc
Nebraska
$326K +$33.7K +370 +12%
PWMAG
1361
Pinnacle Wealth Management Advisory Group
New Jersey
$326K -$5.56K -61 -2%
DWS
1362
Dynamic Wealth Strategies
California
$324K -$257K -2,826 -44%
CCM
1363
Ciovacco Capital Management
Georgia
$324K -$10.3K -113 -3%
DWM
1364
Darwin Wealth Management
Florida
$323K -$226K -2,485 -41%
PCM
1365
Pennsylvania Capital Management
Pennsylvania
$322K +$182 +2 +0.1%
EAM
1366
Evanson Asset Management
California
$321K -$26.8K -294 -8%
OAS
1367
Optivise Advisory Services
Tennessee
$317K +$317K +3,479 New
MWP
1368
Moller Wealth Partners
$317K +$317K +3,477 New
HFS
1369
Howard Financial Services
Texas
$317K +$89.4K +981 +39%
BA
1370
Bridge Advisory
California
$316K -$4.19K -46 -1%
MCA
1371
MSH Capital Advisors
Arizona
$315K -$24K -263 -7%
MWAM
1372
Manhattan West Asset Management
California
$313K -$28.5K -313 -8%
GCA
1373
Gradient Capital Advisors
California
$313K +$21K +230 +7%
CSWM
1374
Cassady Schiller Wealth Management
Ohio
$312K
CDH
1375
Charles D. Hyman
$312K -$13.7K -150 -4%