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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 %
SC
951
Stolper & Co
Oklahoma
$785K -$14.7K -172 -2%
PBC
952
Pavion Blue Capital
California
$785K -$4.45K -52 -0.6%
CAM
953
Cozad Asset Management
Illinois
$784K +$50.5K +590 +7%
MCCP
954
Mission Creek Capital Partners
California
$783K -$257 -3 -0%
PFA
955
Pathway Financial Advisors
Vermont
$783K +$2.14K +25 +0.3%
TA
956
TrueWealth Advisors
Alabama
$780K +$36.2K +422 +5%
MFA
957
Mayflower Financial Advisors
Massachusetts
$778K
IP
958
Investment Partners
Ohio
$775K +$600 +7 +0.1%
MC
959
Mathes Company
New York
$767K
RF
960
Roxbury Financial
New Jersey
$764K +$764K +7,997 New
WJWM
961
Williams Jones Wealth Management
New York
$764K +$300K +3,501 +65%
CFG
962
Clayton Financial Group
Missouri
$763K +$6.34K +74 +0.8%
I
963
INVST
Indiana
$763K -$116K -1,351 -13%
SAM
964
Secure Asset Management
Michigan
$763K -$423K -4,942 -36%
EFS
965
Essex Financial Services
Connecticut
$762K -$271K -3,168 -26%
Fidelity International
966
Fidelity International
Bermuda
$761K -$49.4K -577 -6%
MCM
967
MontVue Capital Management
Virginia
$760K -$24.5K -286 -3%
BCA
968
Bay Colony Advisors
Massachusetts
$760K -$34.6K -404 -4%
KWA
969
Kingswood Wealth Advisors
California
$760K -$3.87M -45,171 -84%
HCP
970
Hexagon Capital Partners
Arkansas
$760K +$283K +3,301 +59%
APW
971
Aurora Private Wealth
New Jersey
$759K -$89K -1,039 -11%
BPWM
972
Badgley Phelps Wealth Managers
Washington
$756K +$418K +4,881 +124%
FPW
973
Flagship Private Wealth
Massachusetts
$751K +$72.2K +843 +11%
WCM
974
Windsor Capital Management
Arizona
$743K -$13K -152 -2%
CWM
975
Centric Wealth Management
Illinois
$743K +$355K +4,144 +91%