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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 %
CFS
1426
Commonwealth Financial Services
West Virginia
$232K +$449 +5 +0.2%
CCB
1427
Cutter & Co Brokerage
Missouri
$231K +$1.05K +12 +0.5%
PWS
1428
Peterson Wealth Services
Utah
$231K
NMM
1429
Naples Money Management
Florida
$230K -$3.6K -41 -2%
TW
1430
Transform Wealth
Colorado
$229K +$1.05K +12 +0.5%
DP
1431
Dearborn Partners
Illinois
$228K
AGA
1432
Arkos Global Advisors
Texas
$227K -$131K -1,495 -37%
GWA
1433
GGM Wealth Advisors
Maryland
$224K -$168K -1,912 -43%
LA
1434
LM Advisors
California
$223K +$223K +2,544 New
ISB
1435
Iowa State Bank
Iowa
$223K
BAM
1436
Brave Asset Management
New Jersey
$222K -$192K -2,183 -46%
MWPCG
1437
Measured Wealth Private Client Group
New Hampshire
$221K -$1.07M -12,137 -83%
N
1438
Natixis
France
$220K -$11.7K -133 -5%
BCM
1439
Basso Capital Management
Connecticut
$220K -$839K -9,551 -79%
KPP
1440
Kings Path Partners
Texas
$220K +$220K +2,500 New
TPW
1441
Tiller Private Wealth
Pennsylvania
$220K +$220K +2,500 New
JF
1442
JSF Financial
California
$218K -$711K -8,092 -76%
BIA
1443
Benchmark Investment Advisors
Illinois
$218K -$17.6K -200 -7%
APP
1444
Avantax Planning Partners
Iowa
$217K -$75.1K -855 -26%
VL
1445
Vima LLC
Michigan
$215K -$53.2K -606 -20%
CS
1446
Capital Square
Tennessee
$215K -$30.1K -343 -12%
IWP
1447
Insight Wealth Partners
Texas
$214K -$11.3K -129 -5%
EWM
1448
Elevatus Welath Management
New York
$214K +$214K +2,432 New
AWC
1449
Adamsbrown Wealth Consultants
Kansas
$213K -$65.1K -742 -23%
SFWC
1450
Strategic Family Wealth Counselors
New Jersey
$212K -$13.7K -156 -6%