XLE icon

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 %
NAM
401
NorthCrest Asset Manangement
Minnesota
$3.95M +$54.5K +636 +1%
PCMH
402
Polymer Capital Management (HK)
Hong Kong
$3.95M +$3.95M +46,086 New
SFA
403
Sequoia Financial Advisors
Ohio
$3.91M +$295K +3,448 +8%
RIA
404
Regal Investment Advisors
Michigan
$3.91M +$276K +3,227 +8%
OFO
405
OneAscent Family Office
Alabama
$3.89M +$3.89M +45,372 New
ACM
406
Allred Capital Management
Texas
$3.88M -$48.7K -569 -1%
CTC
407
Central Trust Company
Missouri
$3.87M +$670K +7,817 +21%
FWA
408
FOCUS Wealth Advisors
Texas
$3.87M +$10.5K +123 +0.3%
FT
409
Fiduciary Trust
Massachusetts
$3.85M +$88.1K +1,028 +2%
SIC
410
Sigma Investment Counselors
Michigan
$3.83M -$14.6K -171 -0.4%
FMC
411
First Merchants Corp
Indiana
$3.82M +$643K +7,507 +20%
LP
412
LMR Partners
United Kingdom
$3.81M +$3.81M +44,420 New
CC
413
Centiva Capital
New York
$3.8M +$1.72M +20,030 +82%
BAM
414
BOS Asset Management
Illinois
$3.79M -$128K -1,495 -3%
RCP
415
Rothschild Capital Partners
New York
$3.77M -$70.3K -821 -2%
UB
416
UMB Bank
Missouri
$3.77M -$36.2K -423 -1%
MIA
417
MMBG Investment Advisors
Florida
$3.76M
CAC
418
Certified Advisory Corp
Florida
$3.74M -$66.3K -774 -2%
IPW
419
IronBridge Private Wealth
Texas
$3.72M -$151K -1,764 -4%
KWM
420
Kingsview Wealth Management
Oregon
$3.7M +$456K +5,325 +14%
AF
421
Allworth Financial
California
$3.69M +$206K +2,240 +6%
CAMG
422
CWA Asset Management Group
Florida
$3.63M +$391K +4,562 +12%
VRM
423
Vectors Research Management
New York
$3.62M -$261K -3,045 -7%
NSAM
424
North Star Asset Management
Wisconsin
$3.61M -$216K -2,525 -6%
PWW
425
Pettyjohn Wood & White
Virginia
$3.6M -$4.28K -50 -0.1%