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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 %
SFC
1026
SYM Financial Corp
Indiana
$665K +$7.71K +90 +1%
SAF
1027
Smith Anglin Financial
Texas
$665K -$41.4K -483 -6%
GI
1028
GLOBALT Investments
Georgia
$664K -$14.1K -165 -2%
GF
1029
Gries Financial
Ohio
$663K
CCAM
1030
Cascades Capital Asset Management
North Carolina
$661K +$661K +7,717 New
TCM
1031
Telos Capital Management
California
$658K +$16.6K +194 +3%
QPWM
1032
Quadrant Private Wealth Management
Pennsylvania
$658K +$9.68K +113 +1%
KCM
1033
Kanawha Capital Management
Virginia
$656K -$2.57K -30 -0.4%
PJSIMP
1034
P.J. Schmidt Investment Management (PJS)
Wisconsin
$655K -$18.3K -214 -3%
KLCM
1035
KG&L Capital Management
Louisiana
$655K +$15.9K +186 +2%
AWA
1036
Alta Wealth Advisors
Massachusetts
$652K -$21.2K -248 -3%
GFL
1037
Granite FO LLC
New Hampshire
$648K
CDWM
1038
Campbell Deegan Wealth Management
Virginia
$643K +$643K +7,511 New
AIS
1039
Accredited Investor Services
Minnesota
$643K +$643K +7,507 New
SCM
1040
Spreng Capital Management
Ohio
$643K
OCM
1041
Objective Capital Management
Ohio
$643K -$32K -374 -5%
Betterment LLC
1042
Betterment LLC
New York
$639K -$5.74K -67 -0.9%
RWA
1043
Roberts Wealth Advisors
California
$639K +$291K +3,145 +84%
RMC
1044
Resources Management Corp
Connecticut
$637K -$49.2K -575 -7%
GVCM
1045
Global View Capital Management
Wisconsin
$636K +$636K +7,341 New
MW
1046
MBL Wealth
North Carolina
$634K -$220K -2,564 -26%
ANBT
1047
American National Bank & Trust
Texas
$633K -$115K -1,344 -15%
AF
1048
Advisornet Financial
Minnesota
$633K -$50K -584 -7%
FTA
1049
Financial & Tax Architects
Missouri
$629K +$61.2K +714 +11%
KFP
1050
KMG Fiduciary Partners
Ohio
$629K -$47.1K -550 -7%