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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 %
CFS
1326
Coordinated Financial Services
Colorado
$357K +$357K +4,171 New
AI
1327
Axecap Investments
Ohio
$357K -$4.03K -47 -1%
AFG
1328
Atomi Financial Group
New York
$356K +$356K +4,156 New
MTIM
1329
Marathon Trading Investment Management
Pennsylvania
$355K -$132K -1,542 -27%
WWM
1330
Wolff Wiese Magana
California
$355K -$14.6K -170 -4%
PCM
1331
Pennsylvania Capital Management
Pennsylvania
$355K +$49.3K +575 +16%
OCM
1332
One Capital Management
California
$354K +$7.71K +90 +2%
BWFA
1333
Baltimore-Washington Financial Advisors
Maryland
$352K +$9.85K +115 +3%
FA
1334
Fountainhead AM
New Jersey
$351K +$73K +852 +26%
WP
1335
WealthPLAN Partners
Nebraska
$350K -$146K -1,704 -29%
LFGO
1336
Legacy Financial Group (Oklahoma)
Oklahoma
$349K +$57.3K +669 +20%
CCM
1337
Coldstream Capital Management
Washington
$349K -$48.1K -561 -12%
HCM
1338
Hengehold Capital Management
Ohio
$349K +$22.6K +264 +7%
OCM
1339
Orleans Capital Management
Louisiana
$347K +$347K +3,802 New
KIG
1340
Kessler Investment Group
Indiana
$345K
CL
1341
CLG LLC
California
$345K +$345K +4,024 New
NF
1342
Nikulski Financial
Iowa
$344K
LFASL
1343
Lugano Financial Advisors SA (LFA)
Switzerland
$344K
LA
1344
Latitude Advisors
Florida
$343K -$50.3K -587 -13%
CWIG
1345
Chung Wu Investment Group
Texas
$343K +$343K +4,000 New
AAM
1346
American Asset Management
Florida
$343K +$343K +4,000 New
NWM
1347
Northwest Wealth Management
Iowa
$343K +$13K +152 +4%
CWM
1348
Copia Wealth Management
Oregon
$343K +$343K +3,999 New
AIM
1349
Aspen Investment Management
Michigan
$342K
GFPC
1350
Global Financial Private Client
Florida
$342K +$942 +11 +0.3%