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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 %
CWM
1451
Connecticut Wealth Management
Connecticut
$267K
TWA
1452
Talisman Wealth Advisors
New Jersey
$266K -$6.7K -71 -2%
GA
1453
GoalVest Advisory
New York
$266K -$21.9K -232 -8%
IAA
1454
Independent Advisor Alliance
North Carolina
$265K +$31.3K +331 +13%
CASC
1455
Coppell Advisory Solutions Corp
Texas
$264K +$264K +2,801 New
CD
1456
Chapin Davis
Maryland
$262K +$378 +4 +0.1%
OLA
1457
Oliver Luxxe Assets
New Jersey
$262K +$30.6K +324 +13%
DCM
1458
Dimension Capital Management
Florida
$262K
CWM
1459
Concentric Wealth Management
California
$261K +$283 +3 +0.1%
ARA
1460
Alexander Randolph Advisory
Virginia
$261K
PHWM
1461
Pine Harbor Wealth Management
Maryland
$261K +$1.23K +13 +0.5%
HIC
1462
Holderness Investments Company
North Carolina
$261K +$261K +2,759 New
BBW
1463
Blue Barn Wealth
Utah
$260K
WFA
1464
Wellspring Financial Advisors
Ohio
$260K +$4.15K +44 +2%
TW
1465
TrinityPoint Wealth
Connecticut
$260K -$9.91K -105 -4%
WDL
1466
Well Done LLC
Michigan
$259K
SCM
1467
Saxony Capital Management
Missouri
$259K -$23.9K -253 -8%
BIA
1468
Benchmark Investment Advisors
Illinois
$258K -$234K -2,480 -48%
RGF
1469
Retirement Guys Formula
Ohio
$257K +$3.21K +34 +1%
FCMA
1470
Foresight Capital Management Advisors
Michigan
$256K +$256K +2,710 New
MAV
1471
Mason & Associates (Virginia)
Virginia
$256K +$256K +2,710 New
FA
1472
Fountainhead AM
New Jersey
$255K +$255K +2,703 New
EWM
1473
Evermay Wealth Management
Virginia
$254K +$16.1K +170 +7%
VBFP
1474
Valtinson Bruner Financial Planning
Minnesota
$252K +$1.61K +17 +0.6%
AWA
1475
Aaron Wealth Advisors
Illinois
$251K