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 %
CPA
1201
Court Place Advisors
Maryland
$478K -$124K -1,450 -21%
PT
1202
Plimoth Trust
Massachusetts
$478K -$43.6K -509 -8%
CFCI
1203
Comprehensive Financial Consultants Institutional
Indiana
$478K +$46.7K +545 +11%
OL
1204
Owen LaRue
Kentucky
$477K +$477K +5,569 New
OWP
1205
Obermeyer Wealth Partners
Colorado
$477K +$47.1K +550 +11%
SQA
1206
Simon Quick Advisors
New Jersey
$475K +$202K +2,354 +74%
HFS
1207
Horizon Financial Services
North Carolina
$475K -$198K -2,311 -29%
SFG
1208
Sovereign Financial Group
Connecticut
$471K +$81.9K +956 +21%
HVP
1209
Hudson Value Partners
Florida
$471K -$128K -1,500 -21%
SI
1210
Sava Infond
Slovenia
$471K +$471K +5,500 New
LWM
1211
Lighthouse Wealth Management
Ohio
$471K +$471K +5,495 New
PCS
1212
Private Client Services
Kentucky
$470K -$7.2K -84 -2%
AF
1213
Atala Financial
California
$470K +$470K +5,485 New
LWM
1214
Lodestone Wealth Management
Washington
$469K +$98.7K +1,152 +27%
CBT
1215
Central Bank & Trust
Kentucky
$468K -$12.8K -149 -3%
TSMHT
1216
Thurston Springer Miller Herd & Titak
Indiana
$466K -$37.9K -443 -8%
GAA
1217
Guardian Asset Advisors
Pennsylvania
$464K -$1.2M -14,028 -72%
BA
1218
Bristlecone Advisors
Washington
$461K +$11.9K +139 +3%
BDAM
1219
Blue Door Asset Management
Connecticut
$460K -$697K -8,131 -60%
MAG
1220
Mayfair Advisory Group
Alabama
$460K +$15.1K +176 +3%
RF
1221
Rossby Financial
Florida
$460K +$460K +5,366 New
ES
1222
Eagle Strategies
New York
$459K +$459K +5,362 New
GA
1223
GFS Advisors
Texas
$459K +$459K +5,360 New
VCM
1224
Vivaldi Capital Management
Illinois
$459K -$22.6K -250 -5%
1L
1225
10Elms LLP
Oklahoma
$458K +$458K +5,352 New