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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 %
RFA
1651
Register Financial Advisors
Georgia
$19.1K
OAJ
1652
Ogorek Anthony Joseph
New York
$19K
RS
1653
Rakuten Securities
Japan
$18.8K -$14.4K -164 -43%
EW
1654
Element Wealth
Mississippi
$18.8K +$4.39K +50 +30%
ADL
1655
Asset Dedication LLC
California
$18K
SIS
1656
Strategic Investment Solutions
Illinois
$17.6K -$74.6K -850 -81%
FFO
1657
Fortitude Family Office
Arizona
$17.6K +$17.6K +200 New
CA
1658
Claris Advisors
Missouri
$17.6K +$17.6K +200 New
RBC
1659
Roble Belko & Company
Pennsylvania
$17K
DP
1660
Denver PWM
Colorado
$17K +$175 +2 +1%
SAM
1661
Smartleaf Asset Management
Massachusetts
$16.6K -$14K -160 -46%
SWA
1662
SOA Wealth Advisors
New York
$16.4K +$175 +2 +1%
RWPA
1663
Richard W. Paul & Associates
Michigan
$15.8K
AIP
1664
Ameritas Investment Partners
Nebraska
$15.8K +$175 +2 +1%
MWM
1665
Mascoma Wealth Management
New Hampshire
$15.4K +$15.4K +175 New
HFM
1666
Hartford Financial Management
Connecticut
$15.2K
CYG
1667
Clean Yield Group
Vermont
$14.5K +$175 +2 +1%
RDIA
1668
RE Dickinson Investment Advisors
Iowa
$14K
FPB
1669
First PREMIER Bank
South Dakota
$14K -$183K -2,002 -93%
HI
1670
Hoey Investments
Pennsylvania
$13.2K
BA
1671
Ballast Advisors
Minnesota
$13.2K
MAM
1672
Morse Asset Management
Connecticut
$12.6K +$12.6K +144 New
LFA
1673
LGT Financial Advisors
Texas
$11.9K -$2.71K -31 -19%
BWL
1674
Bogart Wealth LLC
Virginia
$11.8K -$152K -1,724 -93%
MCM
1675
Manchester Capital Management
Vermont
$11.6K -$9.4K -107 -45%