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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 %
MAG
1476
MRA Advisory Group
New Jersey
$250K -$63K -667 -20%
CL
1477
CSS LLC
Illinois
$250K +$143K +1,517 +134%
VHAM
1478
Van Hulzen Asset Management
California
$250K -$101K -1,069 -29%
Amundi
1479
Amundi
France
$250K +$216K +2,300 +635%
VI
1480
VanderPol Investments
Michigan
$249K -$35.9K -380 -13%
PWS
1481
Peterson Wealth Services
Utah
$248K -$418K -4,431 -63%
CTB
1482
Country Trust Bank
Illinois
$248K -$295K -3,122 -54%
BWM
1483
BCS Wealth Management
Tennessee
$247K
RWP
1484
Revolve Wealth Partners
New Jersey
$247K +$7.84K +83 +3%
SHJ
1485
Sharkey, Howes & Javer
Colorado
$245K +$1.61K +17 +0.7%
MIAS
1486
Mason Investment Advisory Services
Virginia
$245K
MA
1487
MBA Advisors
Pennsylvania
$244K +$244K +2,589 New
AWM
1488
Atticus Wealth Management
Florida
$244K +$131K +1,392 +117%
TWP
1489
Tyche Wealth Partners
Texas
$243K +$243K +2,578 New
SFWC
1490
Strategic Family Wealth Counselors
New Jersey
$243K +$10.6K +112 +5%
VW
1491
Vance Wealth
California
$241K +$241K +2,555 New
ISB
1492
Iowa State Bank
Iowa
$240K -$21.7K -230 -8%
SFM
1493
Stack Financial Management
Montana
$239K +$239K +2,527 New
CS
1494
Capital Square
Tennessee
$238K +$238K +2,519 New
AWM
1495
Aries Wealth Management
Maine
$238K +$238K +2,518 New
CCMG
1496
Clark Capital Management Group
Pennsylvania
$237K +$237K +2,514 New
IWA
1497
Icon Wealth Advisors
Texas
$237K +$94.4K +1,000 +66%
SFS
1498
Sharp Financial Services
Pennsylvania
$236K +$236K +2,500 New
GLLW
1499
Graves Light Lenhart Wealth
Virginia
$236K +$189 +2 +0.1%
HFS
1500
Howard Financial Services
Texas
$236K +$9.63K +102 +4%