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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 %
AWM
1601
Atticus Wealth Management
Florida
$97.7K -$138K -1,512 -59%
AWM
1602
Abound Wealth Management
Tennessee
$95.9K -$2.1K -23 -2%
BCMLT
1603
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.8K +$8.29K +91 +9%
OP
1604
ORG Partners
Indiana
$94.7K +$94.7K +1,038 New
RWMG
1605
Redwood Wealth Management Group
New Jersey
$94.6K +$94.6K +1,038 New
WFG
1606
Wormser Freres Gestion
France
$94.2K
MIM
1607
MTM Investment Management
South Carolina
$91.5K -$4.65K -51 -5%
MWM
1608
MGB Wealth Management
Texas
$90.5K
CFO
1609
CVA Family Office
Colorado
$90.3K
WA
1610
WestEnd Advisors
North Carolina
$90.3K +$7.02K +77 +8%
CWM
1611
Cranbrook Wealth Management
Michigan
$89.1K -$8.66K -95 -9%
RCM
1612
Raleigh Capital Management
North Carolina
$88.8K +$22.7K +249 +34%
PCTC
1613
Perkins Coie Trust Company
Washington
$88.5K
FUBT
1614
First United Bank & Trust
Maryland
$88.1K -$1.64K -18 -2%
TCG
1615
Transcendent Capital Group
Oklahoma
$88K +$912 +10 +1%
CPG
1616
Custom Portfolio Group
Colorado
$85.7K
HNB
1617
Hilltop National Bank
Wyoming
$85K +$49.2K +540 +137%
WOSD
1618
WFA of San Diego
California
$84.3K +$84.3K +925 New
GA
1619
GoalVest Advisory
New York
$81.7K -$175K -1,919 -68%
FMP
1620
Financial Management Professionals
Texas
$80K +$17.7K +195 +29%
HWM
1621
HighMark Wealth Management
Minnesota
$79.1K -$19.9K -218 -20%
PCMC
1622
Planning Capital Management Corporation
Pennsylvania
$77.7K -$7.11K -78 -8%
GG
1623
Gleason Group
Kentucky
$76K +$638 +7 +0.8%
TCM
1624
TD Capital Management
Tennessee
$75.4K
SHIM
1625
Stone House Investment Management
Pennsylvania
$73.3K +$547 +6 +0.8%