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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 %
CSIC
1501
Clifford Swan Investment Counsel
California
$226K +$12.1K +133 +6%
RWP
1502
Revolve Wealth Partners
New Jersey
$225K -$12.9K -141 -5%
MAG
1503
MRA Advisory Group
New Jersey
$225K -$17K -187 -7%
COCM
1504
Charter Oak Capital Management
New Hampshire
$223K -$41.1K -451 -16%
CP
1505
Canopy Partners
Ohio
$222K
SRSA
1506
S.R. Schill & Associates
Washington
$221K +$221K +2,428 New
NB
1507
Nicolet Bankshares
Wisconsin
$220K +$9.12K +100 +4%
AT
1508
Arlington Trust
Alabama
$218K +$122K +1,341 +128%
PCMC
1509
Paragon Capital Management (Colorado)
Colorado
$218K +$5.93K +65 +3%
BFO
1510
Boston Family Office
Massachusetts
$217K
VFG
1511
Victory Financial Group
Texas
$217K +$3.74K +41 +2%
RFA
1512
Rollins Financial Advisors
New York
$216K -$9.12K -100 -4%
CCG
1513
Coastwise Capital Group
California
$216K -$2.73K -30 -1%
FCM
1514
Fogel Capital Management
Florida
$215K
DFG
1515
Delta Financial Group
New Jersey
$215K +$8.47K +93 +4%
LWM
1516
Lakeridge Wealth Management
Ohio
$215K +$15.9K +175 +8%
PA
1517
Parkside Advisors
California
$215K
SFM
1518
Stack Financial Management
Montana
$215K -$15.8K -173 -7%
IAG
1519
Investment Advisory Group
Massachusetts
$214K +$18.5K +203 +9%
SW
1520
Solidarity Wealth
Utah
$214K
PFM
1521
Peak Financial Management
Massachusetts
$213K
AFG
1522
ABLE Financial Group
Arizona
$213K +$213K +2,336 New
SCM
1523
Sage Capital Management
New Jersey
$213K +$912 +10 +0.4%
SPWM
1524
Straight Path Wealth Management
Michigan
$213K +$213K +2,332 New
SFS
1525
Summit Financial Strategies
Ohio
$212K +$11.9K +131 +6%