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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 %
CA
1376
CGN Advisors
Kansas
$323K -$26.1K -276 -7%
HT
1377
Heritage Trust
Oklahoma
$321K
PFS
1378
Physicians Financial Services
North Carolina
$320K -$22.4K -238 -7%
BCWM
1379
Bartlett & Co Wealth Management
Ohio
$320K -$2.01M -21,325 -86%
SIAG
1380
Safeguard Investment Advisory Group
California
$318K -$33.7K -357 -10%
EGM
1381
Engineers Gate Manager
New York
$317K +$317K +3,356 New
AGA
1382
Arkos Global Advisors
Texas
$316K +$316K +3,343 New
SDWMA
1383
Schneider Downs Wealth Management Advisors
Pennsylvania
$313K +$283 +3 +0.1%
CBT
1384
Central Bank & Trust
Kentucky
$311K +$24.4K +258 +8%
AFA
1385
American Financial Advisors
Georgia
$309K -$12.1K -128 -4%
TFA
1386
Tranquilli Financial Advisor
New Jersey
$309K +$309K +3,274 New
AWAG
1387
ARS Wealth Advisors Group
Florida
$309K +$64.2K +680 +26%
FFWM
1388
Future Financial Wealth Management
Ohio
$308K +$94 +1 +0%
BWM
1389
BlackDiamond Wealth Management
New York
$307K +$16.6K +176 +6%
FHWM
1390
Fox Hill Wealth Management
Massachusetts
$306K +$11.9K +126 +4%
CCWM
1391
Cassaday & Co Wealth Management
Virginia
$306K +$24.5K +259 +9%
DFCM
1392
Dark Forest Capital Management
Puerto Rico
$305K -$412K -4,363 -57%
TI
1393
tru Independence
Oregon
$304K -$3.12M -33,093 -91%
PG
1394
Patten Group
Tennessee
$304K +$26.6K +282 +10%
LA
1395
LexAurum Advisors
Kansas
$304K -$218K -2,311 -42%
MHR
1396
Matthew Hamilton Rosenberg
$303K
FMII
1397
Farmers & Merchants Investments Inc
Nebraska
$303K -$9.44K -100 -3%
RMAM
1398
Raab & Moskowitz Asset Management
New Jersey
$303K
GCA
1399
Gradient Capital Advisors
California
$302K +$189 +2 +0.1%
PBT
1400
Pictet Bank & Trust
Bahamas
$302K