XLE icon

Energy Select Sector SPDR Fund

1,736 hedge funds and large institutions have $20.5B invested in Energy Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 625 increasing their positions, 771 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
-57
Holders Change %
-3.18%
% of All Funds
25.11%
Holding in Top 10
60
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20%
% of All Funds
0.87%
New
124
Increased
625
Reduced
771
Closed
155
Calls
$3.91B
Puts
$9.56B
Net Calls
-$5.66B
Net Calls Change
-$3.09B
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1401
BCS Wealth Management
Tennessee
$243K +$13.9K +158 +6%
ARA
1402
Alexander Randolph Advisory
Virginia
$243K
AFA
1403
American Financial Advisors
Georgia
$242K -$55.1K -628 -19%
AWA
1404
Aaron Wealth Advisors
Illinois
$242K +$8.69K +99 +4%
CWM
1405
Concentric Wealth Management
California
$242K +$351 +4 +0.1%
RGF
1406
Retirement Guys Formula
Ohio
$241K +$790 +9 +0.3%
WDL
1407
Well Done LLC
Michigan
$241K
PHWM
1408
Pine Harbor Wealth Management
Maryland
$240K +$1.23K +14 +0.5%
CFO
1409
Callan Family Office
Pennsylvania
$239K +$239K +2,726 New
MCCA
1410
Mill Creek Capital Advisors
Pennsylvania
$239K
MAG
1411
MRA Advisory Group
New Jersey
$239K +$22.5K +256 +10%
TWP
1412
Tempus Wealth Planning
California
$238K +$11.1K +126 +5%
AMM
1413
American Money Management
California
$238K -$2.07M -23,557 -90%
VBFP
1414
Valtinson Bruner Financial Planning
Minnesota
$238K +$1.58K +18 +0.7%
FCMA
1415
Foresight Capital Management Advisors
Michigan
$237K +$4.13K +47 +2%
IA
1416
Inspire Advisors
Idaho
$236K +$36.7K +418 +18%
MPCL
1417
My Personal CFO LLC
Washington
$235K +$702 +8 +0.3%
AC
1418
Avestar Capital
New York
$234K -$133K -1,514 -36%
EWM
1419
Evermay Wealth Management
Virginia
$234K -$1.84K -21 -0.8%
CW
1420
CIC Wealth
Maryland
$234K -$1.32K -15 -0.6%
FHC
1421
First Heartland Consultants
Missouri
$233K -$44.4K -505 -16%
VHAM
1422
Van Hulzen Asset Management
California
$233K -$7.81K -89 -3%
BDWCC
1423
B&D White Capital Company
Texas
$233K -$2.65M -30,187 -92%
CSIC
1424
Clifford Swan Investment Counsel
California
$233K +$14.9K +170 +7%
SHJ
1425
Sharkey, Howes & Javer
Colorado
$232K +$1.93K +22 +0.8%