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 %
FBFS
551
First Business Financial Services
Wisconsin
$2.33M
JF
552
Joule Financial
Kentucky
$2.32M +$811K +9,468 +54%
BCM
553
Bienville Capital Management
New York
$2.31M +$1.46K +17 +0.1%
WWM
554
WT Wealth Management
Arizona
$2.31M +$52.3K +610 +2%
FFS
555
Founders Financial Securities
Maryland
$2.29M -$2.01M -23,431 -47%
SFI
556
SPC Financial Inc
Maryland
$2.29M +$19.3K +225 +0.9%
SW
557
SMART Wealth
Nebraska
$2.26M +$1.3M +15,200 +135%
MCC
558
Money Concepts Capital
Florida
$2.26M +$111K +1,298 +5%
AWM
559
Activest Wealth Management
Florida
$2.26M -$24K -280 -1%
IBOK
560
Independence Bank of Kentucky
Kentucky
$2.26M +$438K +5,114 +24%
BAM
561
Beaumont Asset Management
Texas
$2.25M -$584K -6,813 -21%
PWA
562
PCG Wealth Advisors
Kansas
$2.24M -$23.3K -272 -1%
EMAM
563
Encompass More Asset Management
California
$2.24M -$2.41M -28,143 -52%
LSAG
564
Lake Street Advisors Group
New Hampshire
$2.23M +$1.07M +12,483 +92%
AWP
565
Ascent Wealth Partners
New York
$2.22M +$1.63K +19 +0.1%
PCA
566
Pallas Capital Advisors
Massachusetts
$2.22M -$6.34K -74 -0.3%
SC
567
Savant Capital
Illinois
$2.22M +$1.45M +16,965 +189%
IA
568
IFG Advisory
Georgia
$2.22M -$250K -2,916 -10%
BHIA
569
Birch Hill Investment Advisors
Massachusetts
$2.21M +$71.5K +835 +3%
TWC
570
TD Waterhouse Canada
Ontario, Canada
$2.2M -$2.07M -24,216 -48%
NL
571
NWAM LLC
Washington
$2.2M +$807K +9,416 +58%
LFAS
572
Level Four Advisory Services
Texas
$2.18M +$160K +1,865 +8%
HCP
573
Hardin Capital Partners
South Carolina
$2.17M +$3.94K +46 +0.2%
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$2.17M -$182K -2,067 -8%
FCI
575
Financial Counselors Inc
Kansas
$2.14M +$59.4K +694 +3%