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Energy Select Sector SPDR Fund

1,867 hedge funds and large institutions have $22.9B invested in Energy Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 701 increasing their positions, 673 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,867
Holders Change
+131
Holders Change %
+7.55%
% of All Funds
24.85%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
293
Increased
701
Reduced
673
Closed
125
Calls
$4.81B
Puts
$8.03B
Net Calls
-$3.23B
Net Calls Change
+$2.43B
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
226
Arkadios Wealth Advisors
Georgia
$8.04M +$438K +5,119 +6%
1C
227
111 Capital
France
$8.02M +$8.02M +93,629 New
WA
228
WBH Advisory
Maryland
$7.97M -$523K -6,110 -6%
DADC
229
D.A. Davidson & Co
Montana
$7.97M -$748K -8,733 -9%
PA
230
Parallel Advisors
California
$7.94M -$315K -3,683 -4%
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$7.94M -$5.52M -64,390 -41%
DAS
232
Diversify Advisory Services
Utah
$7.92M -$245K -2,769 -3%
FA
233
Fagan Associates
New York
$7.74M -$105K -1,225 -1%
SB
234
SIG Brokerage
New York
$7.72M +$7.72M +90,139 New
JSW
235
Journey Strategic Wealth
New Jersey
$7.71M +$1.36M +15,901 +21%
USCWA
236
U.S. Capital Wealth Advisors
Texas
$7.7M -$6.51M -76,041 -46%
TFA
237
Toth Financial Advisory
Virginia
$7.68M +$144K +1,679 +2%
BTI
238
Blue Trust Inc
Georgia
$7.63M +$315K +3,679 +4%
CCS
239
Concentric Capital Strategies
Connecticut
$7.61M -$6.14M -71,636 -45%
FA
240
Fiducient Advisors
Illinois
$7.52M
BHWM
241
Bar Harbor Wealth Management
New Hampshire
$7.48M +$83.3K +972 +1%
NCM
242
Novare Capital Management
North Carolina
$7.4M -$270K -3,150 -4%
Vontobel Holding
243
Vontobel Holding
Switzerland
$7.38M +$898K +10,484 +14%
RSWM
244
Robertson Stephens Wealth Management
California
$7.36M +$4.28M +50,019 +139%
GIA
245
Gladstone Institutional Advisory
Florida
$7.33M -$3.74M -43,717 -34%
OC
246
Oppenheimer & Co
New York
$7.24M -$2.35M -27,484 -25%
MMA
247
Miracle Mile Advisors
California
$7.2M -$22.8M -266,590 -76%
VC
248
Vestor Capital
Illinois
$7.15M -$81.2K -948 -1%
CA
249
Cornerstone Advisors
North Carolina
$7.11M -$7.82M -91,300 -52%
FTS
250
Fifth Third Securities
Ohio
$7.05M -$115K -1,341 -2%