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Energy Select Sector SPDR Fund

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
1626
IAG Wealth Partners
Wisconsin
$27.1K -$12.1K -138 -31%
KWAG
1627
Kiely Wealth Advisory Group
North Carolina
$26.1K
AIC
1628
Archer Investment Corporation
Indiana
$26K +$88 +1 +0.3%
DWM
1629
Darwin Wealth Management
Florida
$25.6K -$285K -3,253 -92%
DF
1630
Dunhill Financial
United Kingdom
$25.6K +$175 +2 +0.7%
HWP
1631
Highline Wealth Partners
California
$25.5K +$25.5K +290 New
FCA
1632
FinTrust Capital Advisors
South Carolina
$25.3K -$43.9K -500 -63%
DI
1633
DAGCO Inc
Ohio
$25.1K -$11.3K -129 -31%
RWA
1634
Redmont Wealth Advisors
Illinois
$24.1K
MWA
1635
MFA Wealth Advisors
Pennsylvania
$23K +$8.78K +100 +62%
HFS
1636
Hantz Financial Services
Michigan
$23K +$533 +6 +2%
MG
1637
MilWealth Group
Wisconsin
$22.5K
GJWM
1638
Gilliland Jeter Wealth Management
Arkansas
$22K
SIC
1639
SJS Investment Consulting
Ohio
$21.9K -$15.5K -177 -42%
FWM
1640
FSA Wealth Management
Massachusetts
$21.5K +$21.5K +245 New
FIM
1641
FWL Investment Management
Texas
$21.3K -$551K -6,272 -96%
GCM
1642
Gables Capital Management
Florida
$21.3K
LWMI
1643
Legacy Wealth Management (Idaho)
Idaho
$21.3K +$21.3K +225 New
LIS
1644
Legacy Investment Solutions
Idaho
$21.3K +$21.3K +225 New
CWM
1645
Compass Wealth Management
Connecticut
$21.1K
SFCL
1646
Strengthening Families & Communities LLC
Massachusetts
$21K +$176 +2 +0.8%
RA
1647
Rise Advisors
New York
$19.9K +$175 +2 +0.9%
PCA
1648
Providence Capital Advisors
North Carolina
$19.8K +$6.15K +70 +45%
MSFP
1649
Mark Sheptoff Financial Planning
Connecticut
$19.5K -$7.46K -85 -28%
IHWM
1650
Iron Horse Wealth Management
Iowa
$19.4K +$19.4K +221 New