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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 %
GI
1551
Gradient Investments
Minnesota
$187K +$33.9K +372 +22%
Daiwa Securities Group
1552
Daiwa Securities Group
Japan
$184K +$1.91K +21 +1%
BBHC
1553
Brown Brothers Harriman & Co
New York
$176K +$5.83K +64 +3%
CWC
1554
Carolinas Wealth Consulting
North Carolina
$174K -$45.5K -499 -21%
WAS
1555
Winch Advisory Services
Wisconsin
$172K -$13.9K -153 -8%
BWL
1556
Bogart Wealth LLC
Virginia
$169K +$46.1K +506 +37%
LFASL
1557
Lugano Financial Advisors SA (LFA)
Switzerland
$167K
CCM
1558
Chilton Capital Management
Texas
$165K +$23.2K +254 +16%
NFSG
1559
Newbridge Financial Services Group
Florida
$163K -$111K -1,223 -41%
CA
1560
Continuum Advisory
Idaho
$163K +$365 +4 +0.2%
POIA
1561
Pin Oak Investment Advisors
Texas
$159K +$79K +864 +99%
WTC
1562
WhitTier Trust Company
Nevada
$153K
OC
1563
Oakworth Capital
Alabama
$152K -$13.7K -150 -8%
BI
1564
Bramshill Investments
Florida
$149K +$149K +1,630 New
PWM
1565
Provident Wealth Management
Tennessee
$146K +$137K +1,500 +1,429%
IF
1566
Integrity Financial
Wyoming
$146K +$24.2K +266 +20%
CA
1567
Centerpoint Advisors
Massachusetts
$140K -$14.6K -160 -9%
NI
1568
NCP Inc
California
$139K -$53.3K -585 -28%
OA
1569
Operose Advisors
Wisconsin
$139K
LWCFA
1570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
TAM
1571
Tucker Asset Management
Colorado
$138K -$16.5K -181 -11%
ME
1572
McIlrath & Eck
Washington
$137K
PFM
1573
Phillips Financial Management
Indiana
$133K
CMBA
1574
C.M. Bidwell & Associates
Hawaii
$132K +$111K +1,221 +543%
WFA
1575
Wells Financial Advisors
Massachusetts
$130K -$16.4K -180 -11%