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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 %
HWA
726
Hillcrest Wealth Advisors
New Jersey
$1.4M +$1.4M +16,335 New
MWM
727
Maltin Wealth Management
New Jersey
$1.4M +$48.4K +565 +4%
NCM
728
Nelson Capital Management
California
$1.4M +$3.34K +39 +0.2%
JHCP
729
Jackson Hole Capital Partners
Oklahoma
$1.39M +$685 +8 +0%
SFG
730
Sowa Financial Group
Rhode Island
$1.39M -$161K -1,877 -10%
Bank Julius Baer & Co
731
Bank Julius Baer & Co
Switzerland
$1.39M +$27.2K +290 +2%
TL
732
Tradewinds LLC
North Carolina
$1.39M -$1.68M -18,378 -55%
Manulife (Manufacturers Life Insurance)
733
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.39M +$923K +10,770 +199%
SW
734
SteelPeak Wealth
California
$1.38M +$60.4K +705 +5%
PWPS
735
Pinnacle Wealth Planning Services
Ohio
$1.38M +$786K +9,173 +132%
CCB
736
Country Club Bank
Missouri
$1.38M +$68.9K +815 +5%
CWA
737
Capital Wealth Alliance
Arizona
$1.38M -$60.1K -702 -4%
SWA
738
Sax Wealth Advisors
New Jersey
$1.38M -$78.8K -920 -5%
NM
739
NWI Management
New York
$1.37M -$85.7M -1,000,000 -98%
LWANC
740
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.37M +$106K +1,241 +8%
VA
741
Vident Advisory
Georgia
$1.36M -$92.1K -1,075 -6%
CPIG
742
Chicago Partners Investment Group
Illinois
$1.36M +$29.6K +336 +2%
RAS
743
RPS Advisory Solutions
Kentucky
$1.33M +$74.8K +873 +6%
PWM
744
Partnership Wealth Management
Maryland
$1.32M +$1.32M +15,440 New
CM
745
Caption Management
Oklahoma
$1.32M +$1.32M +15,368 New
PBK
746
Peoples Bank (Kansas)
Kansas
$1.31M +$16.7K +195 +1%
MWM
747
Maridea Wealth Management
New York
$1.31M +$1.31M +15,241 New
BL
748
Balentine LLC
Georgia
$1.3M -$1.8K -21 -0.1%
CWM
749
Collaborative Wealth Management
Florida
$1.3M +$42.6K +497 +3%
BWP
750
Balboa Wealth Partners
Arizona
$1.3M +$310K +3,614 +31%