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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 %
IFA
826
Interactive Financial Advisors
Illinois
$1.09M -$198K -2,316 -15%
WG
827
Welch Group
Alabama
$1.09M +$51.8K +613 +5%
CWM
828
Chesapeake Wealth Management
Virginia
$1.08M -$13K -152 -1%
RIL
829
Rothschild Investment LLC
Illinois
$1.07M +$6.25K +73 +0.6%
FFA
830
Florida Financial Advisors
Florida
$1.06M +$55.3K +646 +6%
SIC
831
Salem Investment Counselors
North Carolina
$1.06M -$2.06K -24 -0.2%
NFP
832
Narus Financial Partners
Utah
$1.05M -$52.3K -610 -5%
DCM
833
Disciplina Capital Management
Tennessee
$1.05M
LWM
834
Laidlaw Wealth Management
New York
$1.05M -$32K -374 -3%
SG
835
Somerset Group
Minnesota
$1.05M +$11.2K +131 +1%
BL
836
BFSG LLC
California
$1.04M -$65K -759 -6%
DWM
837
DecisionMap Wealth Management
Virginia
$1.04M +$1.04M +12,109 New
WBCM
838
Wilson & Boucher Capital Management
California
$1.03M -$17K -199 -2%
DWG
839
Darden Wealth Group
Michigan
$1.03M -$26K -303 -2%
AWA
840
Arete Wealth Advisors
Illinois
$1.03M -$578K -6,742 -36%
ML
841
McAdam LLC
Pennsylvania
$1.02M +$73.2K +854 +8%
CICI
842
Capital Investment Counsel Inc
North Carolina
$1.02M -$130K -1,512 -11%
LCM
843
Lazari Capital Management
California
$1.02M +$11.7K +137 +1%
OC
844
Opinicus Capital
Florida
$1.01M -$63K -736 -6%
TCM
845
Triumph Capital Management
Colorado
$1M -$468K -5,467 -32%
DI
846
Diligent Investors
California
$1M +$49.4K +577 +5%
PPW
847
Parcion Private Wealth
Washington
$1,000K +$2.66K +31 +0.3%
3AM
848
3EDGE Asset Management
Florida
$999K +$196K +2,284 +24%
TPCW
849
TD Private Client Wealth
New York
$997K -$93.8K -1,095 -9%
ICP
850
Interchange Capital Partners
Pennsylvania
$989K -$137K -1,598 -12%