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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 %
MS
1126
Maven Securities
Jersey
$540K +$177K +2,070 +49%
CA
1127
Calton & Associates
Florida
$537K -$343K -4,005 -39%
BOM
1128
Bank of Marin
California
$537K
C1AG
1129
Client 1st Advisory Group
Florida
$537K -$45.2K -528 -8%
CT
1130
Chicago Trust
Illinois
$537K +$4.28K +50 +0.8%
ST
1131
Sageworth Trust
Pennsylvania
$536K
KIM
1132
Kane Investment Management
California
$534K +$534K +6,236 New
TCM
1133
Tradewinds Capital Management
Washington
$534K -$301K -3,509 -36%
WCA
1134
Westover Capital Advisors
Delaware
$531K -$997K -11,640 -65%
HC
1135
Hara Capital
Washington
$531K +$328K +3,828 +162%
LSPW
1136
Lake Street Private Wealth
Illinois
$528K -$2.66K -31 -0.5%
CAI
1137
Capital Advisors Inc
Oklahoma
$528K +$18.4K +215 +4%
VFG
1138
Victory Financial Group
Texas
$527K +$527K +6,151 New
MWM
1139
Mascagni Wealth Management
Mississippi
$526K +$526K +5,627 New
GFA
1140
Gallagher Fiduciary Advisors
Illinois
$525K +$134K +1,568 +34%
4A
1141
4Wealth Advisors
Illinois
$525K +$525K +6,131 New
EB
1142
Eastern Bank
Massachusetts
$525K +$26.2K +306 +5%
FNBOH
1143
First National Bank of Hutchinson
Kansas
$525K
SAM
1144
Sequent Asset Management
Texas
$524K
WCG
1145
Weaver Consulting Group
California
$523K -$314K -3,667 -38%
MCA
1146
MSH Capital Advisors
Arizona
$523K +$239K +2,794 +84%
SYBT
1147
Stock Yards Bank & Trust
Kentucky
$522K -$394K -4,595 -43%
SMA
1148
Sage Mountain Advisors
Georgia
$521K
FFWA
1149
FRG Family Wealth Advisors
Washington
$521K
GGS
1150
Galvin Gaustad & Stein
Arizona
$519K -$87.8K -1,025 -14%