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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 %
MCM
1301
MV Capital Management
Maryland
$387K +$20K +234 +5%
RWM
1302
Ritholtz Wealth Management
New York
$385K -$3.86K -45 -1%
B
1303
Bensler
Washington
$385K +$8.31K +97 +2%
MAM
1304
MMA Asset Management
Pennsylvania
$383K -$902K -10,527 -70%
UFF
1305
USA Financial Formulas
Michigan
$382K +$382K +4,456 New
ALC
1306
Alexander Labrunerie & Co
Missouri
$381K
TWP
1307
Tempus Wealth Planning
California
$380K +$147K +1,717 +63%
IWA
1308
Icon Wealth Advisors
Texas
$379K -$60.6K -708 -14%
CAM
1309
Campion Asset Management
Virginia
$378K -$18K -210 -5%
ACP
1310
Arcus Capital Partners
Georgia
$377K -$6.14K -65 -2%
EWM
1311
Empirical Wealth Management
Washington
$376K +$22.6K +264 +6%
CPCM
1312
Cardinal Point Capital Management
Ontario, Canada
$376K +$376K +4,386 New
LFA
1313
Longview Financial Advisors
Alabama
$376K +$20.6K +240 +6%
BZWA
1314
Blue Zone Wealth Advisors
California
$373K +$3.51K +41 +1%
MBT
1315
Montecito Bank & Trust
California
$369K -$6.51K -76 -2%
GFG
1316
Grantvest Financial Group
New Jersey
$368K +$368K +4,296 New
PFA
1317
Pinnacle Family Advisors
Missouri
$367K +$367K +4,290 New
FWIA
1318
Fort Washington Investment Advisors
Ohio
$367K -$25.7K -300 -7%
AFG
1319
Allegheny Financial Group
Pennsylvania
$367K -$70.5K -823 -16%
SNBOSD
1320
Security National Bank of So Dak
Iowa
$365K +$365K +4,260 New
BBP
1321
Banco BTG Pactual
Brazil
$364K +$9.45K +109 +3%
O3W
1322
Omni 360 Wealth
New Jersey
$363K -$67.8K -792 -16%
CT
1323
Coastline Trust
Rhode Island
$362K +$15K +175 +4%
KCFA
1324
Key Client Fiduciary Advisors
New Jersey
$360K +$2.23K +26 +0.6%
DJSG
1325
D.J. St. Germain
Massachusetts
$360K +$600 +7 +0.2%