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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 %
NMM
1476
Naples Money Management
Florida
$242K +$16.4K +180 +7%
AWA
1477
Aaron Wealth Advisors
Illinois
$242K
FCMA
1478
Foresight Capital Management Advisors
Michigan
$242K -$5.2K -57 -2%
WCM
1479
Whitener Capital Management
North Carolina
$241K +$241K +2,645 New
N
1480
Natixis
France
$241K +$57.7K +633 +32%
XT
1481
XTX Topco
Cayman Islands
$240K -$131K -1,438 -35%
PWS
1482
Peterson Wealth Services
Utah
$239K
CCB
1483
Cutter & Co Brokerage
Missouri
$239K +$239K +2,624 New
SHJ
1484
Sharkey, Howes & Javer
Colorado
$239K +$1.82K +20 +0.8%
BWM
1485
BCS Wealth Management
Tennessee
$238K
MIAS
1486
Mason Investment Advisory Services
Virginia
$237K +$1K +11 +0.4%
DP
1487
Dearborn Partners
Illinois
$237K +$11.8K +129 +5%
TW
1488
Transform Wealth
Colorado
$237K +$9.39K +103 +4%
TWP
1489
Tempus Wealth Planning
California
$236K +$236K +2,588 New
SFWC
1490
Strategic Family Wealth Counselors
New Jersey
$235K +$182 +2 +0.1%
CTB
1491
Country Trust Bank
Illinois
$234K -$5.56K -61 -2%
IWP
1492
Insight Wealth Partners
Texas
$233K +$25.2K +276 +12%
MWA
1493
Midland Wealth Advisors
Illinois
$233K +$233K +2,551 New
ISB
1494
Iowa State Bank
Iowa
$231K
SIM
1495
Stratos Investment Management
Ohio
$231K -$33.6K -369 -13%
BWM
1496
BNC Wealth Management
Oregon
$231K -$2.12M -23,210 -90%
CFS
1497
Commonwealth Financial Services
West Virginia
$231K -$4.57K -51 -2%
SIMG
1498
Sonora Investment Management Group
Arizona
$230K
ITIM
1499
Indiana Trust & Investment Management
Indiana
$227K +$154K +1,691 +212%
3AM
1500
3EDGE Asset Management
Florida
$226K +$7.66K +84 +4%