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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 %
OHWP
1526
Oak Harbor Wealth Partners
North Carolina
$221K +$83.2K +881 +60%
PFM
1527
Peak Financial Management
Massachusetts
$221K +$221K +2,340 New
VFG
1528
Victory Financial Group
Texas
$221K +$221K +2,338 New
CFS
1529
Commonwealth Financial Services
West Virginia
$220K
CCM
1530
Condor Capital Management
New Jersey
$219K +$219K +2,324 New
SCM
1531
Sage Capital Management
New Jersey
$219K +$219K +2,324 New
PW
1532
Peninsula Wealth
California
$219K +$219K +2,322 New
PCMC
1533
Paragon Capital Management (Colorado)
Colorado
$219K +$219K +2,321 New
FCM
1534
Fogel Capital Management
Florida
$218K +$218K +2,360 New
VWM
1535
Valley Wealth Managers
New Jersey
$218K -$17.2K -182 -7%
NB
1536
Nicolet Bankshares
Wisconsin
$218K +$218K +2,310 New
AI
1537
AXS Investments
New York
$217K -$24.1K -255 -10%
MA
1538
MKT Advisors
California
$216K -$17.3K -177 -7%
IWP
1539
Insight Wealth Partners
Texas
$216K +$216K +2,285 New
BFA
1540
Bragg Financial Advisors
North Carolina
$216K -$22.2K -235 -9%
LWM
1541
LongView Wealth Management
Georgia
$215K +$215K +2,277 New
CMAI
1542
Capital Management Associates Inc
Minnesota
$215K +$215K +2,273 New
DFG
1543
Delta Financial Group
New Jersey
$214K -$190K -2,014 -47%
BSWM
1544
Boston Standard Wealth Management
Massachusetts
$213K
NJIM
1545
Nabity-Jensen Investment Management
Nebraska
$212K
PAMG
1546
Patton Albertson Miller Group
Tennessee
$211K +$211K +2,239 New
LA
1547
Lynch & Associates
Indiana
$211K +$211K +2,235 New
CWM
1548
Certus Wealth Management
California
$211K -$254K -2,746 -55%
BMM
1549
Berkshire Money Management
Massachusetts
$209K +$209K +2,211 New
EFA
1550
Edge Financial Advisors
Illinois
$208K +$208K +2,200 New