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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 %
AA
1601
Addison Advisors
Vermont
$120K
BFO
1602
Biltmore Family Office
North Carolina
$118K
TF
1603
Tompkins Financial
New York
$118K +$4.72K +50 +4%
GC
1604
Garde Capital
Washington
$118K +$118K +1,252 New
BSB
1605
Bangor Savings Bank
Maine
$116K +$27.5K +291 +31%
RDFA
1606
Ritter Daniher Financial Advisory
Ohio
$114K +$109K +1,160 +2,320%
WPWM
1607
Western Pacific Wealth Management
Illinois
$114K -$28.3K -300 -20%
DSC
1608
Duncker Streett & Co
Missouri
$108K +$189 +2 +0.2%
FCMT
1609
Founders Capital Management (Texas)
Texas
$108K +$3.4K +36 +3%
BAM
1610
BTS Asset Management
Massachusetts
$103K +$103K +1,091 New
HWM
1611
HighMark Wealth Management
Minnesota
$103K +$283 +3 +0.3%
AWM
1612
Abound Wealth Management
Tennessee
$102K +$2.17K +23 +2%
CWM
1613
Cranbrook Wealth Management
Michigan
$101K +$13.4K +142 +15%
MIM
1614
MTM Investment Management
South Carolina
$99.6K +$7.93K +84 +9%
WFG
1615
Wormser Freres Gestion
France
$99.3K
AT
1616
Arlington Trust
Alabama
$99.1K -$41.4K -438 -29%
JGCM
1617
Joseph Group Capital Management
Ohio
$96.6K
MWM
1618
MGB Wealth Management
Texas
$94.4K
CFO
1619
CVA Family Office
Colorado
$93.6K
FUBT
1620
First United Bank & Trust
Maryland
$93K -$17.5K -185 -16%
PCTC
1621
Perkins Coie Trust Company
Washington
$91.7K
NRG
1622
Nemes Rush Group
Michigan
$91.2K +$4.82K +51 +6%
BCMLT
1623
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.6K +$31.9K +338 +54%
TCG
1624
Transcendent Capital Group
Oklahoma
$90.2K -$89.2K -945 -50%
CAM
1625
Creekmur Asset Management
Illinois
$88.9K -$91.2K -966 -51%