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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 %
RFM
176
Royal Fund Management
Florida
$12.2M +$1.33M +14,590 +12%
BRWA
177
B. Riley Wealth Advisors
Florida
$12.1M -$1.24M -13,617 -9%
Comerica Bank
178
Comerica Bank
Texas
$11.9M -$619K -6,794 -5%
AIM
179
Allen Investment Management
New York
$11.8M +$91.2K +1,000 +0.8%
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$11.7M +$7.21M +79,075 +159%
CA
181
Cumberland Advisors
Florida
$11.7M -$385K -4,220 -3%
ASN
182
Advisory Services Network
Georgia
$11.7M -$1.66M -18,210 -12%
FAIM
183
Financial Advocates Investment Management
Washington
$11.5M +$3.1M +34,024 +37%
MCM
184
MAI Capital Management
Ohio
$11.4M -$874K -9,592 -7%
SFS
185
Solitude Financial Services
Virginia
$11.4M +$354K +3,885 +3%
WAS
186
WESPAC Advisors SoCal
California
$11.3M +$2.37M +26,033 +27%
IPW
187
Invictus Private Wealth
Colorado
$11.2M +$265K +2,909 +2%
KeyBank National Association
188
KeyBank National Association
Ohio
$11.2M -$829K -9,093 -7%
PP
189
Paloma Partners
Connecticut
$11.1M -$1.02M -11,194 -8%
WG
190
Winton Group
United Kingdom
$11.1M +$11.1M +121,386 New
SWA
191
Stratos Wealth Advisors
Ohio
$11M +$901K +9,882 +9%
Verition Fund Management
192
Verition Fund Management
Connecticut
$11M +$10.7M +117,250 +3,890%
DLCIG
193
D.L. Carlson Investment Group
New Hampshire
$10.9M -$132K -1,447 -1%
CCA
194
Cadent Capital Advisors
Oklahoma
$10.9M -$308K -3,383 -3%
OBWG
195
Onyx Bridge Wealth Group
New York
$10.8M +$1.25M +13,755 +13%
CF
196
Clarity Financial
Texas
$10.8M +$1.28M +14,008 +13%
CPO
197
Cerity Partners OCIO
New York
$10.7M +$10.7M +117,719 New
FCG
198
Fielder Capital Group
Tennessee
$10.7M +$380K +4,164 +4%
GIA
199
Gladstone Institutional Advisory
Florida
$10.7M +$1.61M +17,639 +18%
PIN
200
Prudent Investors Network
California
$10.7M +$383K +4,204 +4%