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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 %
SF
301
Summit Financial
New Jersey
$5.89M -$111K -1,295 -2%
CIA
302
Concurrent Investment Advisors
Florida
$5.81M +$896K +10,463 +18%
Fidelity Investments
303
Fidelity Investments
Massachusetts
$5.75M +$836K +9,764 +17%
AIP
304
Almanack Investment Partners
Pennsylvania
$5.73M +$219K +2,559 +4%
Capstone Investment Advisors
305
Capstone Investment Advisors
New York
$5.72M +$4.95M +57,795 +640%
KPWS
306
Kestra Private Wealth Services
Texas
$5.69M +$327K +3,820 +6%
AIM
307
AMI Investment Management
Indiana
$5.68M +$644K +7,516 +13%
KWMG
308
King Wealth Management Group
Florida
$5.66M +$316K +3,694 +6%
SF
309
Synovus Financial
Georgia
$5.55M -$2.08M -24,293 -27%
FGG
310
Financial Guidance Group
Florida
$5.55M -$120K -1,399 -2%
DCM
311
Donaldson Capital Management
Indiana
$5.55M +$22.4K +262 +0.4%
IRC
312
Investors Research Corp
Georgia
$5.55M -$5.23K -61 -0.1%
MFG
313
Magnus Financial Group
New York
$5.49M +$173K +2,023 +3%
AA
314
Ancora Advisors
Ohio
$5.36M +$448K +5,235 +9%
PWM
315
Perigon Wealth Management
California
$5.32M +$2.71M +29,062 +104%
PEAK6
316
PEAK6
Illinois
$5.3M +$5.3M +61,918 New
TCA
317
Transcend Capital Advisors
New Jersey
$5.3M -$336K -3,927 -6%
HWM
318
HB Wealth Management
Georgia
$5.28M +$4.2M +49,059 +389%
MA
319
Menlo Advisors
California
$5.27M -$498K -5,820 -9%
PCM
320
Parsons Capital Management
Rhode Island
$5.26M -$599K -6,996 -10%
CAL
321
Capital Advisors Ltd
Ohio
$5.26M -$62.1K -725 -1%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$5.22M -$874K -10,203 -14%
NW
323
NewEdge Wealth
Pennsylvania
$5.15M -$476K -5,560 -8%
JWM
324
Jupiter Wealth Management
Colorado
$5.14M -$99.8K -1,165 -2%
CCG
325
Cypress Capital Group
Florida
$5.13M +$130K +1,512 +3%