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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 %
AI
1351
Auour Investments
Massachusetts
$339K +$339K +3,872 New
ISFAN
1352
Investor's Fiduciary Advisor Network
Washington
$338K +$338K +3,948 New
PCP
1353
Proficio Capital Partners
Massachusetts
$337K +$337K +3,933 New
PPH
1354
Pure Portfolios Holdings
Oregon
$335K +$44.1K +515 +15%
BPC
1355
Bearing Point Capital
Minnesota
$334K +$334K +3,900 New
NFC
1356
Northstar Financial Companies
Pennsylvania
$333K +$333K +3,891 New
T
1357
Tidemark
California
$333K +$84.5K +987 +34%
MW
1358
Members Wealth
Pennsylvania
$332K +$332K +3,729 New
CAAS
1359
Capital Asset Advisory Services
Michigan
$330K -$19.2K -220 -6%
SCM
1360
Saxony Capital Management
Missouri
$330K +$5.83K +68 +2%
AIA
1361
Ally Invest Advisors
North Carolina
$328K +$44.8K +523 +16%
SC
1362
Searle & Co
Connecticut
$327K
PC
1363
Promus Capital
Illinois
$326K +$326K +3,801 New
MGWM
1364
Marks Group Wealth Management
Minnesota
$324K
LIM
1365
Leavell Investment Management
Alabama
$324K -$88.1K -1,028 -21%
MW
1366
Marcum Wealth
Ohio
$324K -$45.9K -536 -12%
SGCA
1367
Steel Grove Capital Advisors
Tennessee
$323K -$66K -770 -17%
PP
1368
Patron Partners
Texas
$321K -$9.68K -113 -3%
PFG
1369
Prosperity Financial Group
California
$319K -$6.42K -75 -2%
SEP
1370
Southland Equity Partners
Missouri
$319K -$118K -1,374 -27%
SP
1371
Successful Portfolios
Florida
$319K -$1.71K -20 -0.5%
ZIM
1372
Zacks Investment Management
Illinois
$318K -$117K -1,366 -27%
KHLMTHM
1373
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$317K
APP
1374
Avantax Planning Partners
Iowa
$316K +$104K +1,217 +49%
JC
1375
JB Capital
Connecticut
$315K +$315K +3,671 New