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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 %
NIC
1501
Northwest Investment Counselors
Oregon
$150K +$150K +1,714 New
WTC
1502
WhitTier Trust Company
Nevada
$147K
AssetMark Inc
1503
AssetMark Inc
California
$146K -$47.7M -543,279 -100%
PWM
1504
Provident Wealth Management
Tennessee
$141K
WI
1505
Wintrust Investments
Illinois
$139K -$1.24M -14,164 -90%
CA
1506
Centerpoint Advisors
Massachusetts
$135K
LWCFA
1507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K
OA
1508
Operose Advisors
Wisconsin
$134K +$790 +9 +0.6%
JGCM
1509
Joseph Group Capital Management
Ohio
$134K +$134K +1,523 New
PCMC
1510
Planning Capital Management Corporation
Pennsylvania
$129K +$53.9K +614 +72%
BSB
1511
Bangor Savings Bank
Maine
$128K +$21.2K +241 +20%
CMBA
1512
C.M. Bidwell & Associates
Hawaii
$127K +$88 +1 +0.1%
DAM
1513
Delta Asset Management
Tennessee
$125K +$878 +10 +0.7%
WFA
1514
Wells Financial Advisors
Massachusetts
$124K -$1.76K -20 -1%
PCM
1515
Perritt Capital Management
Illinois
$120K +$966 +11 +0.8%
GI
1516
GAMMA Investing
California
$120K +$8.69K +99 +8%
HB
1517
Horizon Bancorp
Indiana
$119K
HCA
1518
Harbor Capital Advisors
Illinois
$118K -$2.11K -24 -2%
GWS
1519
Glassman Wealth Services
Virginia
$116K +$6.15K +70 +6%
WPA
1520
West Paces Advisors
Georgia
$116K
PFM
1521
Phillips Financial Management
Indiana
$115K -$12.5K -142 -10%
AA
1522
Addison Advisors
Vermont
$112K
C
1523
Covestor
United Kingdom
$110K -$2.29K -26 -2%
BFO
1524
Biltmore Family Office
North Carolina
$110K
FCMT
1525
Founders Capital Management (Texas)
Texas
$109K +$2.37K +27 +2%