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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 %
KF
1551
KKM Financial
Illinois
$208K -$91.2K -966 -31%
HCM
1552
Howland Capital Management
Massachusetts
$208K +$208K +2,200 New
SFS
1553
Summit Financial Strategies
Ohio
$208K +$208K +2,200 New
EWM
1554
Elevatus Welath Management
New York
$206K +$206K +2,182 New
LWM
1555
Lakeridge Wealth Management
Ohio
$206K +$206K +2,182 New
OPAM
1556
Ocean Park Asset Management
California
$206K +$206K +2,178 New
FPB
1557
First PREMIER Bank
South Dakota
$204K
MCCA
1558
Mill Creek Capital Advisors
Pennsylvania
$203K +$203K +2,155 New
AWC
1559
Abundance Wealth Counselors
Pennsylvania
$203K +$203K +2,145 New
IAG
1560
Investment Advisory Group
Massachusetts
$203K +$203K +2,145 New
UWPG
1561
Ullmann Wealth Partners Group
Florida
$202K +$202K +2,144 New
APW
1562
Austin Private Wealth
Texas
$202K -$40.9K -421 -17%
CWS
1563
Confluence Wealth Services
Pennsylvania
$202K +$202K +2,142 New
CFP
1564
Curran Financial Partners
South Carolina
$202K +$202K +2,141 New
AFM
1565
Abbot Financial Management
Massachusetts
$201K +$201K +2,134 New
HCM
1566
Harvey Capital Management
Florida
$201K +$201K +2,125 New
WA1
1567
Wimmer Associates 1
California
$200K +$200K +2,122 New
NI
1568
NCP Inc
California
$199K +$199K +2,113 New
WAS
1569
Winch Advisory Services
Wisconsin
$192K -$15.1K -160 -7%
N
1570
Natixis
France
$189K -$129K -1,369 -41%
Daiwa Securities Group
1571
Daiwa Securities Group
Japan
$189K
BBHC
1572
Brown Brothers Harriman & Co
New York
$177K -$272K -2,878 -61%
LFASL
1573
Lugano Financial Advisors SA (LFA)
Switzerland
$173K +$173K +1,830 New
NF
1574
Norwood Financial
Pennsylvania
$173K
OC
1575
Oakworth Capital
Alabama
$172K -$64.4K -682 -27%