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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 %
DA
1376
Doliver Advisors
Texas
$315K -$27.8K -325 -8%
OWA
1377
Octavia Wealth Advisors
Ohio
$313K -$12.8K -150 -4%
EFG
1378
Ehrlich Financial Group
California
$313K +$71.4K +834 +30%
PSF
1379
Pacific Sun Financial
California
$312K +$312K +3,641 New
AWM
1380
Apex Wealth Management
New Hampshire
$312K +$312K +3,640 New
MA
1381
MKT Advisors
California
$308K +$36.8K +392 +14%
FMII
1382
Farmers & Merchants Investments Inc
Nebraska
$305K
MIC
1383
Means Investment Company
Maine
$305K +$685 +8 +0.2%
SCG
1384
Sonata Capital Group
Washington
$304K -$83.1K -972 -21%
HFS
1385
Hopwood Financial Services
Virginia
$303K +$303K +3,541 New
LWM
1386
LJI Wealth Management
Indiana
$303K -$171 -2 -0.1%
TW
1387
Transform Wealth
Colorado
$303K +$79.4K +927 +36%
PWM
1388
Peterson Wealth Management
Nevada
$301K -$19.1K -223 -6%
PCM
1389
Poehling Capital Management
Wisconsin
$300K -$2.57K -30 -0.8%
GCA
1390
Greenwood Capital Associates
South Carolina
$300K -$130K -1,521 -30%
CCA
1391
Cravens & Co Advisors
Tennessee
$300K +$300K +3,503 New
LCGC
1392
Legacy Capital Group California
California
$299K -$88.2K -1,030 -23%
TW
1393
TrinityPoint Wealth
Connecticut
$299K +$55.9K +653 +23%
BBVA
1394
Banco Bilbao Vizcaya Argentaria
Spain
$296K -$4.39M -51,518 -94%
CCG
1395
Coastwise Capital Group
California
$295K +$40.3K +470 +16%
GCP
1396
Gill Capital Partners
Colorado
$293K -$76.9K -898 -21%
TWP
1397
Tyche Wealth Partners
Texas
$293K +$2.14K +25 +0.7%
HT
1398
Heritage Trust
Oklahoma
$291K +$291K +3,400 New
JWM
1399
JPL Wealth Management
Colorado
$291K +$291K +3,394 New
WP
1400
Wealthspan Partners
Iowa
$290K -$8.91K -104 -3%