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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 %
OLA
1476
Oliver Luxxe Assets
New Jersey
$202K -$50K -569 -20%
SFM
1477
Stack Financial Management
Montana
$201K -$5.44K -62 -3%
SIAG
1478
Safeguard Investment Advisory Group
California
$201K -$84K -957 -29%
CMAI
1479
Capital Management Associates Inc
Minnesota
$201K +$527 +6 +0.3%
KPWG
1480
KFA Private Wealth Group
Virginia
$201K +$1.05K +12 +0.5%
VAG
1481
VisionPoint Advisory Group
Texas
$196K +$128K +1,463 +190%
Amundi
1482
Amundi
France
$194K -$7.74K -85 -4%
HGA
1483
Hobbs Group Advisors
South Carolina
$193K -$303K -3,448 -61%
WSCM
1484
Wellington Shields Capital Management
New York
$193K -$2.63M -29,982 -93%
OP
1485
ORG Partners
Indiana
$192K +$101K +1,146 +110%
OHWP
1486
Oak Harbor Wealth Partners
North Carolina
$185K -$10.4K -118 -5%
PCWA
1487
Pacific Capital Wealth Advisors
California
$183K
LI
1488
LRI Investments
Florida
$183K +$145K +1,532 +391%
Daiwa Securities Group
1489
Daiwa Securities Group
Japan
$176K -$1.85K -21 -1%
BBHC
1490
Brown Brothers Harriman & Co
New York
$174K +$4.3K +49 +3%
CWC
1491
Carolinas Wealth Consulting
North Carolina
$170K +$2.98K +34 +2%
CAS
1492
Coppell Advisory Solutions
Texas
$169K -$23.3K -267 -12%
POIA
1493
Pin Oak Investment Advisors
Texas
$166K +$14K +160 +9%
WAS
1494
Winch Advisory Services
Wisconsin
$164K -$1.14K -13 -0.7%
KFI
1495
Key Financial Inc
Pennsylvania
$162K -$246K -2,800 -60%
CL
1496
CSS LLC
Illinois
$158K -$3.77M -42,942 -96%
NI
1497
NCP Inc
California
$157K +$23.2K +264 +17%
RWM
1498
Reston Wealth Management
Virginia
$156K +$156K +1,780 New
CCM
1499
Chilton Capital Management
Texas
$153K -$5.97K -68 -4%
NFSG
1500
Newbridge Financial Services Group
Florida
$152K -$4.92K -56 -3%