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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 %
MHB
1451
Midwest Heritage Bank
Iowa
$255K +$255K +2,796 New
TW
1452
TrinityPoint Wealth
Connecticut
$254K +$3.46K +38 +1%
LFA
1453
Laraway Financial Advisors
Minnesota
$253K -$86.3K -947 -25%
PWP
1454
Pursue Wealth Partners
California
$253K +$253K +2,777 New
ARA
1455
Alexander Randolph Advisory
Virginia
$252K
BBW
1456
Blue Barn Wealth
Utah
$251K
CWM
1457
Concentric Wealth Management
California
$251K -$1.64K -18 -0.7%
VHAM
1458
Van Hulzen Asset Management
California
$250K +$9.11K +100 +4%
WDL
1459
Well Done LLC
Michigan
$250K
RGF
1460
Retirement Guys Formula
Ohio
$250K +$1.73K +19 +0.7%
MW
1461
Maia Wealth
Colorado
$248K +$248K +2,703 New
PHWM
1462
Pine Harbor Wealth Management
Maryland
$248K -$3.56K -39 -1%
MCCA
1463
Mill Creek Capital Advisors
Pennsylvania
$248K +$51.6K +566 +26%
DCM
1464
Disciplina Capital Management
Tennessee
$247K -$10.8M -11,987 -98%
WFA
1465
Wellspring Financial Advisors
Ohio
$247K -$3.65K -40 -1%
GCM
1466
Greenland Capital Management
New York
$246K -$97K -1,064 -28%
VBFP
1467
Valtinson Bruner Financial Planning
Minnesota
$245K +$1.64K +18 +0.7%
EWM
1468
Evermay Wealth Management
Virginia
$245K
NAM
1469
Nissay Asset Management
Japan
$245K -$24.8M -271,945 -99%
MA
1470
MKT Advisors
California
$245K +$48.6K +547 +25%
CW
1471
CIC Wealth
Maryland
$245K -$13.7K -150 -5%
BIA
1472
Benchmark Investment Advisors
Illinois
$244K -$4.83K -53 -2%
CWM
1473
Connecticut Wealth Management
Connecticut
$243K -$14.1K -155 -5%
MPCL
1474
My Personal CFO LLC
Washington
$243K +$243K +2,667 New
CWA
1475
Centennial Wealth Advisory
Michigan
$243K +$243K +2,667 New