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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 %
SIS
1651
Sound Income Strategies
Florida
$65.9K +$14.9K +158 +29%
FMP
1652
Financial Management Professionals
Texas
$65K +$27.5K +289 +73%
WP
1653
WealthShield Partners
North Carolina
$64K -$37.6K -398 -37%
PA
1654
Pineridge Advisors
Missouri
$62.9K -$49.1K -521 -44%
TCOV
1655
Trust Company of Vermont
Vermont
$61.3K +$9.54K +101 +18%
CWA
1656
Core Wealth Advisors
Florida
$59.9K +$19.2K +203 +47%
CTA
1657
Colonial Trust Advisors
South Carolina
$59.3K +$94 +1 +0.2%
RFG
1658
RFP Financial Group
Georgia
$57K +$472 +5 +0.8%
SAM
1659
Smartleaf Asset Management
Massachusetts
$56.9K -$577K -6,172 -91%
SAM
1660
S.A. Mason
Michigan
$55.7K +$55.7K +590 New
TAM
1661
Townsend Asset Management
North Carolina
$55.7K -$394K -4,181 -88%
IPW
1662
Impact Partnership Wealth
Georgia
$55.6K
BAM
1663
Byrne Asset Management
New Jersey
$54.9K +$8.4K +89 +18%
BG
1664
Bollard Group
Massachusetts
$53K +$188 +2 +0.4%
MA
1665
MCF Advisors
Kentucky
$52.2K +$283 +3 +0.5%
MCA
1666
Maryland Capital Advisors
Maryland
$51.4K
LF
1667
LifeSteps Financial
California
$51.2K +$51.2K +542 New
AEPWM
1668
Atlantic Edge Private Wealth Management
Florida
$50K -$23.6K -250 -32%
DCM
1669
Davis Capital Management
Florida
$49.5K
PMFA
1670
Plante Moran Financial Advisors
Michigan
$49.3K +$27.4K +290 +125%
AFS
1671
Annapolis Financial Services
Maryland
$49.1K
TLA
1672
Tanglewood Legacy Advisors
Texas
$47.2K
MSG
1673
Main Street Group
Virginia
$46.1K +$5.88K +62 +15%
BC
1674
Barrett & Company
Rhode Island
$45.3K -$21.7K -230 -32%
WWP
1675
WR Wealth Planners
Missouri
$44.8K +$44.8K +475 New