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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 %
EWM
1901
Elevatus Welath Management
New York
-$206K -2,182 Closed
AWC
1902
Abundance Wealth Counselors
Pennsylvania
-$203K -2,145 Closed
UWPG
1903
Ullmann Wealth Partners Group
Florida
-$202K -2,144 Closed
CFP
1904
Curran Financial Partners
South Carolina
-$202K -2,141 Closed
HCM
1905
Harvey Capital Management
Florida
-$201K -2,125 Closed
WA1
1906
Wimmer Associates 1
California
-$200K -2,122 Closed
NIC
1907
Northwest Investment Counselors
Oregon
-$162K -1,713 Closed
BAM
1908
BTS Asset Management
Massachusetts
-$103K -1,091 Closed
JGCM
1909
Joseph Group Capital Management
Ohio
-$96.6K -1,023 Closed
QL
1910
Quarry LP
New York
-$67.3K -713 Closed
CWA
1911
Core Wealth Advisors
Florida
-$59.9K -634 Closed
IPW
1912
Impact Partnership Wealth
Georgia
-$55.6K -589 Closed
LF
1913
LifeSteps Financial
California
-$51.2K -542 Closed
FSWA
1914
Financial Synergies Wealth Advisors
Texas
-$37.8K -400 Closed
FGAM
1915
Financial Gravity Asset Management
Texas
-$34.8K -369 Closed
KC
1916
Kepos Capital
New York
-$30K -319 Closed
ACA
1917
American Capital Advisory
Idaho
-$26.5K -319 Closed
SRCM
1918
Signature Resources Capital Management
California
-$21.4K -255 Closed
JFA
1919
JNBA Financial Advisors
Minnesota
-$23.6K -250 Closed
WAM
1920
Wolverine Asset Management
Illinois
-$18.9K -200 Closed
LB
1921
Legacy Bridge
Iowa
-$18.9K -200 Closed
HWP
1922
Highline Wealth Partners
California
-$14.6K -155 Closed
TIM
1923
Thompson Investment Management
Wisconsin
-$9.82K -104 Closed
TC
1924
Truvestments Capital
Florida
-$7.52K -80 Closed
CFFP
1925
Center for Financial Planning
Michigan
-$7.08K -75 Closed