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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 %
TW
1501
Transform Wealth
Colorado
$235K +$94 +1 +0%
SLC
1502
Second Line Capital
Louisiana
$235K -$163K -1,724 -41%
NMM
1503
Naples Money Management
Florida
$234K -$37.8K -400 -14%
RFA
1504
Rollins Financial Advisors
New York
$233K +$233K +2,472 New
BAM
1505
Brave Asset Management
New Jersey
$233K +$233K +2,472 New
DP
1506
Dearborn Partners
Illinois
$233K +$233K +2,469 New
AT
1507
Arden Trust
Delaware
$231K
OL
1508
Owen LaRue
Kentucky
$230K +$230K +2,441 New
CP
1509
Canopy Partners
Ohio
$230K +$230K +2,439 New
SIMG
1510
Sonora Investment Management Group
Arizona
$230K -$18.3K -194 -7%
RBFC
1511
Roman Butler Fullerton & Co
Missouri
$230K -$191 -2 -0.1%
HIP
1512
Harrell Investment Partners
Texas
$229K -$56.9K -603 -20%
Walleye Capital
1513
Walleye Capital
New York
$228K -$6.88M -72,841 -97%
TCWA
1514
Turtle Creek Wealth Advisors
Texas
$228K -$1.67M -17,726 -88%
CWC
1515
Carolinas Wealth Consulting
North Carolina
$227K +$128K +1,361 +131%
MWM
1516
Merriman Wealth Management
Washington
$227K -$29.2K -309 -11%
CCG
1517
Coastwise Capital Group
California
$226K -$1.04K -11 -0.5%
3AM
1518
3EDGE Asset Management
Florida
$226K +$226K +2,397 New
BFO
1519
Boston Family Office
Massachusetts
$225K +$225K +2,383 New
WHG
1520
Westwood Holdings Group
Texas
$225K +$225K +2,383 New
ZIG
1521
Zuckerman Investment Group
Illinois
$222K +$222K +2,356 New
PCM
1522
Prelude Capital Management
New York
$222K +$222K +2,355 New
PA
1523
Parkside Advisors
California
$222K +$222K +2,355 New
CSIC
1524
Clifford Swan Investment Counsel
California
$222K +$222K +2,347 New
SW
1525
Solidarity Wealth
Utah
$221K +$221K +2,344 New