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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
651
Axxcess Wealth Management
California
$1.73M -$2.27M -26,482 -57%
AMG
652
Advisors Management Group
Wisconsin
$1.73M +$112K +1,306 +7%
EAM
653
Everstar Asset Management
North Carolina
$1.72M +$52.6K +614 +3%
SAMC
654
Spectrum Asset Management (California)
California
$1.7M +$56K +654 +3%
EGA
655
E&G Advisors
Texas
$1.7M -$1.2K -14 -0.1%
WAOI
656
Wealth Advisors of Iowa
Iowa
$1.7M -$29.1K -340 -2%
FFA
657
Farther Finance Advisors
California
$1.7M +$110K +1,287 +7%
MWM
658
Moulton Wealth Management
Washington
$1.69M -$67.3K -786 -4%
DI
659
Disciplined Investments
Oklahoma
$1.69M +$23K +269 +1%
CCC
660
Compass Capital Corp
Massachusetts
$1.69M +$1.69M +18,488 New
MWM
661
Mission Wealth Management
California
$1.69M -$137K -1,595 -7%
SC
662
SouthState Corp
Florida
$1.69M
MMG
663
Monetary Management Group
Missouri
$1.68M -$27.8K -325 -2%
VWM
664
Venturi Wealth Management
Texas
$1.68M -$383K -4,472 -19%
SG
665
Sharper & Granite
California
$1.66M +$185K +2,165 +13%
TNAM
666
Terra Nova Asset Management
New York
$1.65M -$155K -1,807 -9%
BAWM
667
Bennett Associates Wealth Management
Pennsylvania
$1.65M +$58.2K +680 +4%
SSB
668
Sandy Spring Bank
Maryland
$1.65M -$48.1K -562 -3%
SCM
669
SCS Capital Management
Massachusetts
$1.64M +$1.64M +19,165 New
MWA
670
Merkkuri Wealth Advisors
New York
$1.64M -$16.8K -196 -1%
SCM
671
Sunbeam Capital Management
Georgia
$1.63M +$1.63M +18,994 New
PCMF
672
Private Capital Management (Florida)
Florida
$1.62M -$23.3K -272 -1%
DIA
673
Dana Investment Advisors
Wisconsin
$1.61M +$152K +1,777 +10%
DWM
674
Darwin Wealth Management
Florida
$1.61M +$1.59M +18,512 +6,340%
GP
675
Greenline Partners
New York
$1.6M +$86 +1 +0%