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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 %
MWM
376
Meridian Wealth Management
Kentucky
$4.33M -$121K -1,408 -3%
WANY
377
Wealthspire Advisors (New York)
New York
$4.32M -$951K -11,097 -18%
APW
378
Atlantic Private Wealth
North Carolina
$4.3M +$9.51K +111 +0.2%
BFG
379
Bleakley Financial Group
New Jersey
$4.29M +$57.9K +676 +1%
IWMWV
380
Ironwood Wealth Management (West Virginia)
West Virginia
$4.29M +$71.2K +806 +2%
BCI
381
Brinker Capital Investments
Pennsylvania
$4.28M +$440K +5,139 +11%
OPS
382
Orion Portfolio Solutions
Nebraska
$4.28M +$440K +5,139 +11%
LBC
383
Lowe Brockenbrough & Co
Virginia
$4.24M +$1.24M +14,445 +41%
BRM
384
Boston Research & Management
Massachusetts
$4.23M +$252K +2,945 +6%
HCM
385
Hall Capital Management
Rhode Island
$4.21M +$4.21M +49,166 New
VWA
386
Visionary Wealth Advisors
Illinois
$4.19M -$1.33M -15,514 -24%
Jennison Associates
387
Jennison Associates
New York
$4.17M +$1.05M +12,250 +34%
RT
388
Rockland Trust
Massachusetts
$4.16M +$1.21M +14,130 +41%
NAS
389
NWF Advisory Services
California
$4.15M +$4.15M +48,497 New
JIC
390
Johnson Investment Counsel
Ohio
$4.14M +$37.7K +440 +0.9%
VPW
391
Variant Private Wealth
Virginia
$4.12M +$4.12M +48,093 New
AHC
392
Anderson Hoagland & Co
Missouri
$4.1M +$16.9K +180 +0.4%
WFA
393
Wellspring Financial Advisors
Ohio
$4.08M +$4.01M +226,135 +5,396%
HG
394
Herbst Group
Connecticut
$4.05M -$162K -1,890 -4%
SI
395
Stephens Inc
Arkansas
$4.04M +$268K +3,133 +7%
GLA
396
Great Lakes Advisors
Illinois
$4.03M -$252K -2,941 -6%
PP
397
Paloma Partners
Connecticut
$4.01M +$3.97M +46,357 +9,271%
IAS
398
Insigneo Advisory Services
Florida
$4.01M -$149K -1,741 -4%
MTC
399
Matrix Trust Company
Colorado
$3.96M -$506K -5,907 -11%
SMH
400
Sanders Morris Harris
Texas
$3.95M +$3.95M +46,172 New