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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 %
SC
1501
Sapient Capital
Indiana
$237K +$237K +2,770 New
CWA
1502
Cura Wealth Advisors
Illinois
$237K +$237K +2,769 New
ARA
1503
Alexander Randolph Advisory
Virginia
$237K
RWA
1504
Redhawk Wealth Advisors
Minnesota
$236K -$31.7K -370 -12%
BWM
1505
BCS Wealth Management
Tennessee
$236K -$855 -10 -0.4%
PHWM
1506
Pine Harbor Wealth Management
Maryland
$236K +$1.2K +14 +0.5%
CSWM
1507
Cassady Schiller Wealth Management
Ohio
$235K -$58.7K -685 -20%
VBFP
1508
Valtinson Bruner Financial Planning
Minnesota
$234K +$1.63K +19 +0.7%
MAG
1509
MRA Advisory Group
New Jersey
$233K -$86 -1 -0%
WWS
1510
Wellington Wealth Strategies
Indiana
$232K -$433K -4,821 -65%
TSS
1511
Two Sigma Securities
New York
$232K -$143K -1,668 -38%
TA
1512
TruWealth Advisors
Louisiana
$231K -$17.3K -202 -7%
AWA
1513
Aaron Wealth Advisors
Illinois
$231K -$4.8K -56 -2%
CWM
1514
Calamos Wealth Management
Illinois
$231K +$231K +2,699 New
UFA
1515
Uptown Financial Advisors
Texas
$231K +$231K +2,697 New
HIMC
1516
Heritage Investors Management Corp
Maryland
$231K -$8.56K -100 -4%
SNWA
1517
Siligmueller & Norvid Wealth Advisors
Illinois
$230K +$230K +2,683 New
MPCL
1518
My Personal CFO LLC
Washington
$229K -$86 -1 -0%
VHAM
1519
Van Hulzen Asset Management
California
$229K +$1.03K +12 +0.5%
SHJ
1520
Sharkey, Howes & Javer
Colorado
$228K +$1.88K +22 +0.8%
CANY
1521
Caxton Associates (New York)
New York
$228K +$228K +2,658 New
AC
1522
Apella Capital
Connecticut
$227K +$227K +2,655 New
EM
1523
ELCO Management
New York
$227K -$146K -1,700 -39%
EC
1524
Estate Counselors
Wisconsin
$227K +$227K +2,650 New
SA
1525
Sincerus Advisory
New York
$227K +$227K +2,650 New