XLE icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
PFA
1901
Pure Financial Advisors
California
-2,429 Closed
LSC
1902
Logan Stone Capital
Illinois
-2,423 Closed
NAMNJ
1903
NorthStar Asset Management (New Jersey)
New Jersey
-2,386 Closed
OCM
1904
Orion Capital Management
California
-2,000 Closed
BWM
1905
BKM Wealth Management
Wisconsin
-1,803 Closed
TVAMP
1906
Tennessee Valley Asset Management Partners
Tennessee
-1,629 Closed
ICM
1907
Intrepid Capital Management
Florida
-1,596 Closed
FWM
1908
Focused Wealth Management
New York
-1,560 Closed
LIWM
1909
Long Island Wealth Management
New York
-1,512 Closed
LA
1910
LM Advisors
California
-1,145 Closed
VCM
1911
Versant Capital Management
Arizona
-943 Closed
LFA
1912
Livelsberger Financial Advisory
Ohio
-748 Closed
OP
1913
ORG Partners
Indiana
-602 Closed
FFO
1914
Fortitude Family Office
Arizona
-583 Closed
LFA
1915
Level Financial Advisors
New York
-572 Closed
CAC
1916
Core Alternative Capital
Georgia
-516 Closed
RIM
1917
Rockbridge Investment Management
New York
-411 Closed
CSWG
1918
Cardinal Strategic Wealth Guidance
Kentucky
-397 Closed
VIM
1919
VELA Investment Management
Ohio
-362 Closed
GWMIA
1920
Global Wealth Management Investment Advisory
Florida
-360 Closed
AWM
1921
Able Wealth Management
New Jersey
-314 Closed
GG
1922
Greenwood Gearhart
Arkansas
-310 Closed
ODG
1923
O'Dell Group
Ohio
-280 Closed
MSWM
1924
McGlone Suttner Wealth Management
Wisconsin
-261 Closed
LPP
1925
Life Planning Partners
Florida
-174 Closed