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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
1401
Calton & Associates
Florida
$302K -$98.6K -1,045 -25%
STCOSD
1402
Sageworth Trust Company of South Dakota
South Dakota
$302K
LIM
1403
Leavell Investment Management
Alabama
$301K -$21.8K -231 -7%
DT
1404
Diversified Trust
Tennessee
$300K -$19.2K -203 -6%
CAL
1405
Capital Analysts LLC
Pennsylvania
$299K +$95 +1 +0%
OAM
1406
Occidental Asset Management
California
$299K +$38.9K +412 +15%
AC
1407
Anson Capital
Georgia
$299K +$299K +3,164 New
CWAG
1408
Compton Wealth Advisory Group
Virginia
$297K +$297K +3,145 New
NAS
1409
Nicolet Advisory Services
Wisconsin
$296K -$53K -544 -15%
TA
1410
TruWealth Advisors
Louisiana
$295K -$23.6K -250 -7%
VCM
1411
Viewpoint Capital Management
Washington
$295K
HIMC
1412
Heritage Investors Management Corp
Maryland
$293K +$5.2K +55 +2%
AWM
1413
Activest Wealth Management
Florida
$293K +$49.3K +522 +20%
FP
1414
Financial Perspectives
Minnesota
$292K +$6.04K +64 +2%
NCM
1415
NCM Capital Management
New Jersey
$291K
AWC
1416
Adamsbrown Wealth Consultants
Kansas
$289K +$18.8K +199 +7%
DBRC
1417
D.B. Root & Company
Pennsylvania
$289K -$940K -9,957 -76%
EIA
1418
Eldridge Investment Advisors
New Hampshire
$287K
GPA
1419
Garrison Point Advisors
California
$287K +$9.44K +100 +3%
EFG
1420
Ehrlich Financial Group
California
$286K -$17.7K -188 -6%
BFP
1421
Briaud Financial Planning
Texas
$285K +$285K +3,018 New
WP
1422
Westmount Partners
California
$285K -$1.13K -12 -0.4%
NFSG
1423
Newbridge Financial Services Group
Florida
$285K -$211K -2,234 -43%
Verition Fund Management
1424
Verition Fund Management
Connecticut
$285K -$2.66M -28,213 -90%
FPW
1425
Flagship Private Wealth
Massachusetts
$284K +$39.2K +415 +16%