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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 %
MCA
1651
Maryland Capital Advisors
Maryland
$49.6K
DCM
1652
Davis Capital Management
Florida
$47.4K
AFS
1653
Annapolis Financial Services
Maryland
$47.4K
MPWT
1654
MassMutual Private Wealth & Trust
Connecticut
$46.4K -$26.5K -291 -36%
TLA
1655
Tanglewood Legacy Advisors
Texas
$45.6K
BC
1656
Barrett & Company
Rhode Island
$43.9K +$91 +1 +0.2%
AFWM
1657
Abich Financial Wealth Management
Virginia
$43K
CPA
1658
Clear Point Advisors
New York
$42.5K +$274 +3 +0.6%
CT
1659
Colonial Trust
South Carolina
$41.7K
AEPWM
1660
Atlantic Edge Private Wealth Management
Florida
$41.5K -$6.84K -75 -14%
MTIC
1661
Missouri Trust & Investment Company
Missouri
$41K
AW
1662
Avion Wealth
Texas
$41K +$6.25K +69 +18%
PAG
1663
Paladin Advisory Group
Iowa
$40.9K
IWP
1664
IAG Wealth Partners
Wisconsin
$40.7K
HPIA
1665
Hamilton Point Investment Advisors
North Carolina
$40.7K
WWP
1666
WR Wealth Planners
Missouri
$40.6K -$2.74K -30 -6%
JFG
1667
JDM Financial Group
Texas
$40.4K
BC
1668
Belmont Capital
California
$39.2K -$422K -4,627 -91%
SIC
1669
SJS Investment Consulting
Ohio
$38.8K
VAMG
1670
Voisard Asset Management Group
Michigan
$38.7K
CJ
1671
Caitlin John
Michigan
$38.4K +$22.1K +243 +136%
ST
1672
Smithfield Trust
Pennsylvania
$38K
Kayne Anderson Rudnick Investment Management
1673
Kayne Anderson Rudnick Investment Management
California
$37.8K
FCT
1674
First Community Trust
Iowa
$37.8K -$3.65K -40 -9%
DI
1675
DAGCO Inc
Ohio
$37.8K