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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 %
OBWG
1051
Onyx Bridge Wealth Group
New York
$629K +$99.8K +1,165 +19%
KWS
1052
Keystone Wealth Services
California
$628K +$121K +1,407 +24%
BFG
1053
Berger Financial Group
Minnesota
$627K -$9.34K -109 -1%
CFB
1054
Cullen/Frost Bankers
Texas
$624K +$173K +2,022 +38%
AWM
1055
Aries Wealth Management
Maine
$622K +$87.6K +1,023 +16%
SIC
1056
Sterling Investment Counsel
New York
$616K -$877K -10,244 -59%
SWP
1057
Sagespring Wealth Partners
Tennessee
$616K +$616K +7,186 New
EHC
1058
Everett Harris & Co
California
$615K +$58.7K +685 +11%
FPAS
1059
Focus Partners Advisor Solutions
Missouri
$614K -$11.2K -131 -2%
NFA
1060
Northwest Financial Advisors
Virginia
$614K +$1.11K +13 +0.2%
PCMN
1061
Paradigm Capital Management (Nevada)
Nevada
$611K +$1.11K +13 +0.2%
GSIAS
1062
Garden State Investment Advisory Services
New Jersey
$607K -$36.1K -421 -6%
EFP
1063
Elser Financial Planning
Indiana
$604K +$604K +7,050 New
IF
1064
Intrua Financial
Texas
$603K -$49.9K -582 -8%
IA
1065
Insight Advisors
Pennsylvania
$602K -$77.2K -913 -11%
FMWA
1066
Forvis Mazars Wealth Advisors
Missouri
$601K +$9.77K +114 +2%
CPG
1067
Cornerstone Planning Group
New Jersey
$601K +$5.42K +60 +0.9%
LOIP
1068
Live Oak Investment Partners
Texas
$598K -$628K
MMCM
1069
Murphy & Mullick Capital Management
New York
$596K +$596K +6,956 New
JFGIW
1070
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$596K +$342K +3,903 +135%
DWM
1071
Denver Wealth Management
Colorado
$596K -$22.1K -258 -4%
BFAG
1072
Blackston Financial Advisory Group
Florida
$594K +$93.1K +1,087 +19%
CI
1073
CX Institutional
Indiana
$591K -$782K -9,127 -57%
SVWAG
1074
Sound View Wealth Advisors Group
Georgia
$590K +$5.83K +68 +1%
AAS
1075
Annex Advisory Services
Wisconsin
$589K +$136K +1,587 +30%