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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 %
AWM
426
Apollon Wealth Management
South Carolina
$3.58M -$60.9K -711 -2%
CTA
427
Camelot Technology Advisors
California
$3.58M -$167K -1,947 -4%
BWM
428
BigSur Wealth Management
Florida
$3.56M -$1.28M -14,950 -26%
PFA
429
Pettinga Financial Advisors
Indiana
$3.55M +$37.9K +442 +1%
FSA
430
Financial Sense Advisors
California
$3.51M +$348K +4,065 +11%
KCPT
431
Kingstone Capital Partners Texas
Texas
$3.51M +$3.51M +40,985 New
ECA
432
Elevate Capital Advisors
Colorado
$3.47M +$3.47M +40,565 New
RPGNY
433
Retirement Planning Group (New York)
New York
$3.47M +$3.47M +40,475 New
FFA
434
Fairfield Financial Advisors
Massachusetts
$3.46M -$745K -8,692 -18%
KA
435
Kovack Advisors
Florida
$3.46M +$524K +6,118 +18%
TW
436
TritonPoint Wealth
Maryland
$3.46M -$115K -1,344 -3%
CCM
437
Cullen Capital Management
New York
$3.45M +$3.03M +35,382 +723%
VWM
438
Vivid Wealth Management
Iowa
$3.45M +$46.2K +539 +1%
GRP
439
Global Retirement Partners
California
$3.43M +$196K +2,290 +6%
IC
440
Innealta Capital
Texas
$3.41M +$1.23M +14,301 +56%
VDI
441
Vaughan David Investments
Illinois
$3.41M +$69.9K +816 +2%
IAS
442
Investment Advisory Services
Texas
$3.4M -$93.3K -1,089 -3%
MAG
443
M3 Advisory Group
Massachusetts
$3.39M +$19.6K +229 +0.6%
MMA
444
Mizuho Markets Americas
New York
$3.39M +$1.33M +15,524 +64%
BFA
445
Beaumont Financial Advisors
Massachusetts
$3.35M +$2.84M +33,096 +547%
AIC
446
Ayalon Insurance Company
Israel
$3.33M
PCOTEOTHU
447
Provident Company of the Employees of the Hebrew University
Israel
$3.32M
RFC
448
Regions Financial Corp
Alabama
$3.3M +$8.4K +98 +0.3%
WCM
449
Winthrop Capital Management
Indiana
$3.29M +$77.8K +920 +2%
HVIA
450
Hudson Valley Investment Advisors
New York
$3.26M +$92.2K +1,076 +3%