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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 %
TA
1376
TruWealth Advisors
Louisiana
$255K
SFS
1377
Sharp Financial Services
Pennsylvania
$255K
JFGIW
1378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$254K -$25.4K -289 -9%
T
1379
Tidemark
California
$254K -$40K -456 -14%
CCA
1380
Childress Capital Advisors
Texas
$253K
SFS
1381
Summit Financial Strategies
Ohio
$253K +$48.4K +551 +24%
MW
1382
Maia Wealth
Colorado
$251K +$8.08K +90 +3%
HP
1383
Hilltop Partners
Indiana
$251K -$14.2K -162 -5%
TW
1384
TrinityPoint Wealth
Connecticut
$249K +$4.57K +52 +2%
ARG
1385
Advisory Resource Group
Oklahoma
$249K -$2.46K -28 -1%
LFA
1386
Laraway Financial Advisors
Minnesota
$248K +$3.78K +43 +2%
EFG
1387
Ehrlich Financial Group
California
$247K -$483K -5,497 -66%
AFP
1388
Alpha Financial Partners
Kentucky
$247K +$247K +2,819 New
COCM
1389
Charter Oak Capital Management
New Hampshire
$247K +$31.9K +363 +15%
CFA
1390
Capstone Financial Advisors
Illinois
$246K +$48.4K +551 +24%
HIMC
1391
Heritage Investors Management Corp
Maryland
$246K -$26.4K -300 -10%
DT
1392
Diversified Trust
Tennessee
$246K -$39.1K -445 -14%
SIMG
1393
Sonora Investment Management Group
Arizona
$245K +$31.8K +362 +15%
SWM
1394
Salvus Wealth Management
New Jersey
$245K +$245K +2,787 New
FAT
1395
First American Trust
California
$245K +$245K +2,786 New
BBW
1396
Blue Barn Wealth
Utah
$245K +$3.07K +35 +1%
ITIM
1397
Indiana Trust & Investment Management
Indiana
$244K +$25.8K +294 +12%
AC
1398
Anson Capital
Georgia
$244K -$11.5K -131 -5%
CWM
1399
Connecticut Wealth Management
Connecticut
$244K +$9.57K +109 +4%
PWP
1400
Pursue Wealth Partners
California
$244K