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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 %
BFP
1426
Briaud Financial Planning
Texas
$275K
DBRC
1427
D.B. Root & Company
Pennsylvania
$275K -$4.56K -50 -2%
NL
1428
NDWM LLC
California
$273K +$456 +5 +0.2%
BPWM
1429
Badgley Phelps Wealth Managers
Washington
$270K -$3.65K -40 -1%
AMIM
1430
Aull & Monroe Investment Management
Alabama
$269K +$9.12K +100 +4%
MA
1431
MBA Advisors
Pennsylvania
$269K +$33.2K +364 +14%
FA
1432
Fountainhead AM
New Jersey
$268K +$22.1K +242 +9%
AI
1433
ArchPoint Investors
Florida
$267K
WP
1434
Westmount Partners
California
$266K -$9.39K -103 -3%
GPA
1435
Garrison Point Advisors
California
$265K -$11.4K -125 -4%
MPW
1436
Monterey Private Wealth
California
$265K
AC
1437
Anson Capital
Georgia
$265K -$23.2K -255 -8%
CST
1438
Charles Schwab Trust
Nevada
$265K
FCFC
1439
First Citizens Financial Corp
Iowa
$265K
TA
1440
TruWealth Advisors
Louisiana
$264K -$20.6K -226 -7%
SFS
1441
Sharp Financial Services
Pennsylvania
$264K +$36.5K +400 +16%
IGWM
1442
ICA Group Wealth Management
Colorado
$264K -$745K -8,174 -74%
HW
1443
Hamilton Wealth
California
$263K -$59.4K -652 -18%
CCA
1444
Childress Capital Advisors
Texas
$263K +$263K +2,884 New
IC
1445
Iconiq Capital
California
$263K +$2.01K +22 +0.8%
OLA
1446
Oliver Luxxe Assets
New Jersey
$261K +$8.11K +89 +3%
ARG
1447
Advisory Resource Group
Oklahoma
$261K -$9.94K -109 -4%
CD
1448
Chapin Davis
Maryland
$259K +$5.29K +58 +2%
CS
1449
Capital Square
Tennessee
$256K +$24.9K +271 +11%
TWA
1450
Talisman Wealth Advisors
New Jersey
$255K -$2.01K -22 -0.8%