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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 %
PAM
851
Peak Asset Management
Colorado
$984K
MSFS
852
Main Street Financial Solutions
Pennsylvania
$984K +$33.4K +390 +4%
LC
853
Lindbrook Capital
California
$981K
HNWAG
854
High Net Worth Advisory Group
Florida
$978K
AF
855
Apollon Financial
South Carolina
$977K +$30.8K +360 +3%
SA
856
Sovran Advisors
California
$976K +$976K +10,695 New
CCA
857
Criterion Capital Advisors
Tennessee
$974K
MPW
858
MA Private Wealth
California
$973K
NCM
859
Narwhal Capital Management
Georgia
$971K -$397K -4,633 -29%
MMPW
860
Mitchell McLeod Pugh & Williams
Alabama
$971K +$21.9K +256 +2%
WWA
861
Wisconsin Wealth Advisors
Wisconsin
$967K +$967K +11,286 New
CIAS
862
Capital Investment Advisory Services
North Carolina
$966K -$106K -1,240 -10%
TCMP
863
Thrive Capital Management (Pennsylvania)
Pennsylvania
$958K +$540K +6,301 +129%
PIA
864
Powell Investment Advisors
Florida
$958K +$96.4K +1,125 +11%
PAS
865
PKS Advisory Services
New York
$955K +$955K +11,152 New
BA
866
Ballew Advisors
Mississippi
$953K -$993 -11 -0.1%
CG
867
Caprock Group
Idaho
$952K +$110K +1,289 +13%
IAG
868
Ipsen Advisor Group
Arkansas
$951K +$951K +11,099 New
HTC
869
Haverford Trust Company
Pennsylvania
$950K +$76.5K +893 +9%
PA
870
Procyon Advisors
Connecticut
$948K -$86 -1 -0%
BFS
871
Bradley Foster & Sargent
Connecticut
$946K -$25.5K -298 -3%
FLPIM
872
F.L. Putnam Investment Management
Massachusetts
$937K +$633K +7,392 +209%
RIS
873
Retirement Income Solutions
Michigan
$935K -$95.1K -1,110 -9%
TF
874
Theory Financial
Colorado
$934K -$3.12M -36,480 -77%
CHJWM
875
Carlton Hofferkamp & Jenks Wealth Management
Texas
$932K -$3.61K -40 -0.4%