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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 %
BCM
1551
Basso Capital Management
Connecticut
$215K
JCM
1552
J2 Capital Management
Michigan
$214K +$214K +2,501 New
AWC
1553
Adamsbrown Wealth Consultants
Kansas
$214K +$6.77K +79 +3%
Daiwa Securities Group
1554
Daiwa Securities Group
Japan
$214K +$42.8K +500 +25%
CSA
1555
Cornerstone Select Advisors
Missouri
$213K +$213K +2,490 New
BIA
1556
Benchmark Investment Advisors
Illinois
$213K +$600 +7 +0.3%
RWP
1557
RWA Wealth Partners
Massachusetts
$213K +$213K +2,489 New
CFS
1558
Compass Financial Services
Iowa
$212K +$212K +2,477 New
BAM
1559
Brave Asset Management
New Jersey
$212K -$4.37K -51 -2%
SFWC
1560
Strategic Family Wealth Counselors
New Jersey
$212K +$4.37K +51 +2%
FHC
1561
First Heartland Consultants
Missouri
$211K -$15.7K -183 -7%
BMCM
1562
Burns Matteson Capital Management
New York
$211K +$211K +2,465 New
BFP
1563
Briaud Financial Planning
Texas
$211K -$46.8K -548 -18%
TPW
1564
Tiller Private Wealth
Pennsylvania
$209K -$5.14K -60 -2%
EWM
1565
Elevatus Welath Management
New York
$208K +$86 +1 +0%
OHWP
1566
Oak Harbor Wealth Partners
North Carolina
$208K +$27.5K +321 +15%
NAS
1567
Nicolet Advisory Services
Wisconsin
$207K +$207K +2,346 New
AA
1568
Armis Advisers
Georgia
$207K +$207K +2,420 New
DFG
1569
Delta Financial Group
New Jersey
$207K +$207K +2,415 New
CWP
1570
Core Wealth Partners
California
$206K -$67.2K -785 -25%
NB
1571
Nicolet Bankshares
Wisconsin
$206K
TCWM
1572
Total Clarity Wealth Management
Illinois
$206K +$206K +2,405 New
BAM
1573
Broyhill Asset Management
North Carolina
$206K +$206K +2,400 New
B
1574
Bellecapital
Switzerland
$206K +$206K +2,400 New
WSCM
1575
Wellington Shields Capital Management
New York
$205K +$17.1K +200 +9%