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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 %
AFWM
1676
Abich Financial Wealth Management
Virginia
$44.6K
CPA
1677
Clear Point Advisors
New York
$43.7K +$377 +4 +0.9%
CT
1678
Colonial Trust
South Carolina
$43.1K -$1.79K -19 -4%
FCT
1679
First Community Trust
Iowa
$43K
PAG
1680
Paladin Advisory Group
Iowa
$42.7K
MTIC
1681
Missouri Trust & Investment Company
Missouri
$42.5K +$9.44K +100 +29%
IWP
1682
IAG Wealth Partners
Wisconsin
$42.2K -$9.44K -100 -18%
HPIA
1683
Hamilton Point Investment Advisors
North Carolina
$42.1K
JFG
1684
JDM Financial Group
Texas
$41.8K
SIC
1685
SJS Investment Consulting
Ohio
$40.2K +$16.7K +177 +71%
VAMG
1686
Voisard Asset Management Group
Michigan
$40.1K
DI
1687
DAGCO Inc
Ohio
$39.2K -$615K -6,510 -94%
Kayne Anderson Rudnick Investment Management
1688
Kayne Anderson Rudnick Investment Management
California
$39.2K
ST
1689
Smithfield Trust
Pennsylvania
$39K -$1.86K -20 -5%
EWP
1690
Elevation Wealth Partners
California
$37.8K -$20.3K -215 -35%
FSWA
1691
Financial Synergies Wealth Advisors
Texas
$37.8K
T2I
1692
Turim 21 Investimentos
Brazil
$37.8K
GWANC
1693
Guardian Wealth Advisors (North Carolina)
North Carolina
$37.6K -$44K -467 -54%
HNB
1694
Hilltop National Bank
Wyoming
$37.1K +$37.1K +393 New
LI
1695
LRI Investments
Florida
$37K +$37K +392 New
AW
1696
Avion Wealth
Texas
$37K +$5.59K +58 +18%
CIA
1697
Cape Investment Advisory
Georgia
$36.3K +$189 +2 +0.5%
LFA
1698
LGT Financial Advisors
Texas
$35.9K -$43.7K -463 -55%
SC
1699
Stephens Consulting
Michigan
$35.6K
FGAM
1700
Financial Gravity Asset Management
Texas
$34.8K +$7.64K +81 +28%