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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 %
G
1401
Gainplan
Michigan
$290K +$13.2K +154 +5%
AIM
1402
AHL Investment Management
Florida
$290K -$23K -269 -7%
APA
1403
Astoria Portfolio Advisors
New York
$290K +$290K +3,174 New
GCA
1404
Gradient Capital Advisors
California
$288K +$257 +3 +0.1%
BCWM
1405
Bartlett & Co Wealth Management
Ohio
$287K
NDSI
1406
Newman Dignan & Sheerar Inc
Rhode Island
$287K
QP
1407
Quartz Partners
New York
$287K
WIA
1408
Wetzel Investment Advisors
Indiana
$287K +$1.54K +18 +0.5%
EAM
1409
Evanson Asset Management
California
$286K -$16.5K -193 -5%
MIAS
1410
Mason Investment Advisory Services
Virginia
$286K +$1.54K +18 +0.5%
FA
1411
Fiduciary Alliance
South Carolina
$285K +$285K +3,332 New
HCMT
1412
Highland Capital Management (Tennessee)
Tennessee
$285K -$3.6K -42 -1%
XF
1413
XML Financial
Maryland
$284K +$284K +3,321 New
FFWM
1414
Future Financial Wealth Management
Ohio
$284K +$86 +1 +0%
AWM
1415
Accurate Wealth Management
Florida
$283K -$7.68K -87 -3%
GAM
1416
Grandview Asset Management
Pennsylvania
$282K +$282K +3,287 New
SIM
1417
Stratos Investment Management
Ohio
$280K +$30.9K +361 +12%
PWM
1418
PBMares Wealth Management
Virginia
$280K +$8.91K +104 +3%
HFS
1419
Howard Financial Services
Texas
$279K -$6.51K -76 -2%
AWAG
1420
ARS Wealth Advisors Group
Florida
$278K -$25.6K -299 -8%
PWMAG
1421
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$857 +10 +0.3%
RBFC
1422
Roman Butler Fullerton & Co
Missouri
$278K +$271 +3 +0.1%
PW
1423
PUREfi Wealth
Massachusetts
$278K +$278K +3,245 New
BWM
1424
BlackDiamond Wealth Management
New York
$277K -$3.6K -42 -1%
FHWM
1425
Fox Hill Wealth Management
Massachusetts
$276K -$1.11K -13 -0.4%