XLE icon

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 %
Capstone Investment Advisors
1701
Capstone Investment Advisors
New York
$24.1K +$24.1K +264 New
OFG
1702
Oxford Financial Group
Indiana
$23.4K -$8.39K -92 -26%
MG
1703
MilWealth Group
Wisconsin
$23.3K +$23.3K +256 New
HFS
1704
Hantz Financial Services
Michigan
$23K +$273 +3 +1%
GJWM
1705
Gilliland Jeter Wealth Management
Arkansas
$22.8K
BHWM
1706
Beaird Harris Wealth Management
Texas
$22.2K
GCM
1707
Gables Capital Management
Florida
$22.1K +$9.12K +100 +70%
SFCL
1708
Strengthening Families & Communities LLC
Massachusetts
$22K +$186 +2 +0.9%
CWM
1709
Compass Wealth Management
Connecticut
$21.9K
HH
1710
HWG Holdings
Texas
$21.9K +$21.9K +240 New
MCM
1711
Manchester Capital Management
Vermont
$21.8K +$21.8K +239 New
RA
1712
Rise Advisors
New York
$20.5K +$182 +2 +0.9%
VCM
1713
Versant Capital Management
Arizona
$20.3K +$20.3K +223 New
TIM
1714
Tortoise Investment Management
New York
$20.1K +$20.1K +220 New
OAJ
1715
Ogorek Anthony Joseph
New York
$20K
RFA
1716
Register Financial Advisors
Georgia
$19.9K
MRCM
1717
M&R Capital Management
New Jersey
$19.6K
ADL
1718
Asset Dedication LLC
California
$18.7K -$57.4K -630 -75%
WOC
1719
West Oak Capital
California
$18.2K
VWWMG
1720
Vermillion & White Wealth Management Group
Pennsylvania
$18.2K
KFS
1721
Kelly Financial Services
Massachusetts
$17.7K +$91 +1 +0.5%
DP
1722
Denver PWM
Colorado
$17.5K +$17.5K +192 New
RBC
1723
Roble Belko & Company
Pennsylvania
$17K
SWA
1724
SOA Wealth Advisors
New York
$16.9K +$91 +1 +0.5%
RWPA
1725
Richard W. Paul & Associates
Michigan
$16.4K