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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 %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$3.92M +42,961 +36%
NA
152
NewEdge Advisors
Louisiana
$14.6M +$1.68M +18,418 +13%
NC
153
NewSquare Capital
Pennsylvania
$14.4M +$818K +9,170 +6%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$14.4M +$567K +6,220 +4%
FIB
155
First Interstate Bank
Montana
$14.3M -$432K -4,741 -3%
TAS
156
TIFF Advisory Services
Pennsylvania
$14.3M
DWM
157
Dakota Wealth Management
Florida
$14.2M -$239K -2,623 -2%
OC
158
Oppenheimer & Co
New York
$14M +$1.35M +14,804 +11%
CA
159
Cornerstone Advisors
North Carolina
$14M -$210K -2,300 -1%
JFG
160
Jefferies Financial Group
New York
$13.9M -$6.7M -73,534 -33%
CIA
161
Concurrent Investment Advisors
Florida
$13.9M -$5.09M -55,844 -27%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$13.9M -$3.07M -33,655 -18%
MD
163
Money Design
Japan
$13.7M -$1.21M -13,258 -8%
MTWSIF
164
Mivtachim The Workers Social Insurance Fund
Israel
$13.7M -$401K -4,400 -3%
SC
165
Scotia Capital
Ontario, Canada
$13.7M -$255K -2,794 -2%
BBVA
166
Banco Bilbao Vizcaya Argentaria
Spain
$13.7M +$8.71M +95,523 +176%
PAI
167
Pittenger & Anderson Inc
Nebraska
$13.6M
AAS
168
Ameritas Advisory Services
Nebraska
$13.6M +$612K +6,711 +5%
SWP
169
Stratos Wealth Partners
Ohio
$13.3M -$388K -4,261 -3%
CWM
170
CIBC World Markets
New York
$13M +$13M +142,262 New
PCIG
171
Partners Capital Investment Group
Massachusetts
$12.9M +$12.9M +141,066 New
HCM
172
Hilton Capital Management
New York
$12.5M +$481K +5,281 +4%
AI
173
Atria Investments
North Carolina
$12.4M +$477K +5,231 +4%
LIA
174
LS Investment Advisors
Michigan
$12.3M -$609K -6,685 -5%
GWM
175
Geneos Wealth Management
Colorado
$12.2M -$4.53M -49,751 -27%