XLE icon

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 %
RWS
1101
Resolute Wealth Strategies
Mississippi
$561K +$169K +1,978 +43%
CFA
1102
Cahill Financial Advisors
Minnesota
$561K -$32.8K -383 -6%
EFMC
1103
Empire Financial Management Company
New York
$560K +$14.1K +165 +3%
MAC
1104
Mason & Associates (California)
California
$558K
SAM
1105
SignalPoint Asset Management
Missouri
$558K -$20.4K -238 -4%
IP
1106
Ignite Planners
California
$554K -$3.5K -40 -0.6%
IWM
1107
Iams Wealth Management
Nebraska
$553K -$26K -304 -4%
M
1108
MATAURO
New York
$553K +$553K +6,454 New
RWMG
1109
Redwood Wealth Management Group
New Jersey
$552K +$139K +1,618 +34%
MCA
1110
Magnolia Capital Advisors
Mississippi
$552K +$113K +1,318 +26%
MSAM
1111
Moloney Securities Asset Management
Missouri
$551K +$53K +619 +11%
LL
1112
LPWM LLC
Minnesota
$551K -$272K -3,177 -33%
SWA
1113
Strategies Wealth Advisors
Michigan
$549K -$462K -5,105 -46%
GS
1114
GWN Securities
Florida
$549K +$549K +6,034 New
FNC
1115
First National Corp
Massachusetts
$546K -$35.4K -413 -6%
AP
1116
Advisors Preferred
Maryland
$546K +$546K +6,300 New
CWM
1117
Circle Wealth Management
New Jersey
$545K +$1.29K +15 +0.2%
RSA
1118
River Street Advisors
Illinois
$543K +$74.6K +871 +16%
DBRC
1119
D.B. Root & Company
Pennsylvania
$543K +$253K +2,955 +87%
NG
1120
Norden Group
Utah
$542K -$11.7K -137 -2%
IA
1121
Integrity Alliance
Iowa
$541K +$541K +6,312 New
CCAL
1122
City Center Advisors LLC
Michigan
$541K -$242K -2,829 -31%
LFG
1123
Larson Financial Group
Missouri
$541K -$7.11K -83 -1%
MWM
1124
Modera Wealth Management
New Jersey
$540K +$87.5K +1,022 +19%
NPT
1125
Nixon Peabody Trust
Massachusetts
$540K