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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 %
WIA
801
World Investment Advisors
California
$1.15M +$531K +6,202 +86%
WCM
802
Washburn Capital Management
Florida
$1.15M -$155K -1,808 -12%
SIA
803
Schechter Investment Advisors
Michigan
$1.14M +$14.3K +167 +1%
MA
804
Montag & Associates
Georgia
$1.14M -$942 -11 -0.1%
First Trust Advisors
805
First Trust Advisors
Illinois
$1.13M +$1.13M +13,234 New
SC
806
Solstein Capital
California
$1.13M -$8.57K -100 -0.8%
PAM
807
Palisade Asset Management
Minnesota
$1.13M -$7.2K -84 -0.6%
CF
808
Centaurus Financial
California
$1.13M -$391K -4,559 -26%
MM
809
Morangie Management
Florida
$1.12M +$1.12M +13,126 New
ECML
810
Eagle Capital Management (Louisiana)
Louisiana
$1.12M +$6.17K +72 +0.6%
AWMT
811
AAFMAA Wealth Management & Trust
North Carolina
$1.12M +$28.1K +328 +3%
TPW
812
Talon Private Wealth
Florida
$1.12M +$809K +9,448 +263%
WAM
813
Wakefield Asset Management
Colorado
$1.11M -$857 -10 -0.1%
AWM
814
Angeles Wealth Management
California
$1.11M +$137K +1,600 +14%
CC
815
Callan Capital
California
$1.11M -$74K -864 -6%
CFS
816
CRA Financial Services
New Jersey
$1.11M +$82.7K +966 +8%
CPSAC
817
Chas P. Smith & Associates (CPS)
Florida
$1.11M +$107K +1,250 +11%
NB
818
NBT Bank
New York
$1.11M -$4.03K -47 -0.4%
LRPA
819
L. Roy Papp & Associates
Arizona
$1.11M +$1.71K +20 +0.2%
RWA
820
River Wealth Advisors
Pennsylvania
$1.1M -$40.8K -476 -4%
PWG
821
Private Wealth Group
Florida
$1.1M
BWP
822
Baldwin Wealth Partners
Massachusetts
$1.1M -$216K -2,520 -16%
AIM
823
Acropolis Investment Management
Missouri
$1.1M -$33.4K -390 -3%
CFO
824
Callan Family Office
Pennsylvania
$1.1M +$862K +10,066 +369%
WT
825
Whittier Trust
California
$1.09M -$62.5K -730 -5%