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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
26.16%
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 %
RFA
1726
Register Financial Advisors
Georgia
$20.6K -$39.8K -422 -66%
MRCM
1727
M&R Capital Management
New Jersey
$20.3K -$9.44K -100 -32%
PCWA
1728
Pacific Capital Wealth Advisors
California
$20K
WOC
1729
West Oak Capital
California
$19K -$124K -1,300 -87%
LB
1730
Legacy Bridge
Iowa
$18.9K
VWWMG
1731
Vermillion & White Wealth Management Group
Pennsylvania
$18.9K
WAM
1732
Wolverine Asset Management
Illinois
$18.9K
USB
1733
Union Savings Bank
Connecticut
$18.9K
KFS
1734
Kelly Financial Services
Massachusetts
$18.2K +$189 +2 +1%
RBC
1735
Roble Belko & Company
Pennsylvania
$18K
SWA
1736
SOA Wealth Advisors
New York
$17.3K +$188 +2 +1%
RWPA
1737
Richard W. Paul & Associates
Michigan
$17K
CJ
1738
Caitlin John
Michigan
$16.9K
AIP
1739
Ameritas Investment Partners
Nebraska
$16.7K +$1.99K +21 +13%
SIM
1740
Studio Investment Management
Illinois
$16.4K +$5.48K +58 +50%
HFM
1741
Hartford Financial Management
Connecticut
$16.3K
MSFP
1742
Mark Sheptoff Financial Planning
Connecticut
$16.1K
EW
1743
Element Wealth
Mississippi
$15.5K +$1.32K +14 +9%
CYG
1744
Clean Yield Group
Vermont
$15.3K +$94 +1 +0.6%
VAG
1745
VisionPoint Advisory Group
Texas
$15.1K +$11K +116 +264%
RDIA
1746
RE Dickinson Investment Advisors
Iowa
$15K
HWP
1747
Highline Wealth Partners
California
$14.6K +$14.6K +155 New
BA
1748
Ballast Advisors
Minnesota
$14.2K -$1.13K -12 -7%
HI
1749
Hoey Investments
Pennsylvania
$13.7K
GCM
1750
Gables Capital Management
Florida
$13.5K +$13.5K +143 New