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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 %
AIA
1526
Ally Invest Advisors
North Carolina
$212K +$212K +2,323 New
VWM
1527
Valley Wealth Managers
New Jersey
$211K
PMAM
1528
Picton Mahoney Asset Management
Ontario, Canada
$209K +$209K +2,300 New
KOC
1529
Koss-Olinger Consulting
Florida
$208K +$208K +2,283 New
CMAI
1530
Capital Management Associates Inc
Minnesota
$208K +$547 +6 +0.3%
PW
1531
Peninsula Wealth
California
$208K -$2.44K -27 -1%
KPWG
1532
KFA Private Wealth Group
Virginia
$207K -$53.5K -587 -21%
IA
1533
Inspire Advisors
Idaho
$207K +$207K +2,270 New
BSWM
1534
Boston Standard Wealth Management
Massachusetts
$206K
SAG
1535
SageView Advisory Group
California
$206K +$206K +2,257 New
CFA
1536
Capstone Financial Advisors
Illinois
$206K +$206K +2,255 New
XF
1537
XML Financial
Maryland
$205K +$205K +2,245 New
CCM
1538
Condor Capital Management
New Jersey
$204K -$7.66K -84 -4%
PAMG
1539
Patton Albertson Miller Group
Tennessee
$204K
LA
1540
Lynch & Associates
Indiana
$204K
Amundi
1541
Amundi
France
$203K -$40.5K -442 -17%
LWM
1542
LongView Wealth Management
Georgia
$203K -$4.38K -48 -2%
OHWP
1543
Oak Harbor Wealth Partners
North Carolina
$202K -$10.9K -120 -5%
MCM
1544
Morton Capital Management
California
$202K +$202K +2,220 New
AFM
1545
Abbot Financial Management
Massachusetts
$201K +$6.84K +75 +4%
NJIM
1546
Nabity-Jensen Investment Management
Nebraska
$201K -$3.65K -40 -2%
CAS
1547
Coppell Advisory Solutions
Texas
$201K +$201K +2,202 New
KF
1548
KKM Financial
Illinois
$201K
FPB
1549
First PREMIER Bank
South Dakota
$196K -$455 -5 -0.2%
PCWA
1550
Pacific Capital Wealth Advisors
California
$190K +$171K +1,873 +883%