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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 %
HBT
1576
Hills Bank & Trust
Iowa
$205K +$205K +2,397 New
LWM
1577
Lakeridge Wealth Management
Ohio
$205K +$942 +11 +0.5%
AT
1578
Arlington Trust
Alabama
$205K
AMM
1579
American Money Management
California
$205K -$27.5K -321 -12%
AC
1580
Anson Capital
Georgia
$205K -$33.4K -390 -14%
PCMC
1581
Paragon Capital Management (Colorado)
Colorado
$204K
YP
1582
YANKCOM Partnership
South Dakota
$204K +$204K +2,382 New
BFO
1583
Boston Family Office
Massachusetts
$204K -$538K -6,279 -72%
WCM
1584
Whitener Capital Management
North Carolina
$203K +$203K +2,373 New
SPWM
1585
Straight Path Wealth Management
Michigan
$202K +$1.2K +14 +0.6%
SCM
1586
Sage Capital Management
New Jersey
$202K +$1.03K +12 +0.5%
PA
1587
Parkside Advisors
California
$202K
VWM
1588
Valley Wealth Managers
New Jersey
$201K
IAG
1589
Investment Advisory Group
Massachusetts
$201K
SW
1590
Solidarity Wealth
Utah
$201K
LKBC
1591
L.K. Benson & Company
Maryland
$201K +$201K +2,344 New
EP
1592
Essential Planning
New Hampshire
$201K +$201K +2,210 New
PFM
1593
Peak Financial Management
Massachusetts
$200K
CCP
1594
Clarity Capital Partners
California
$200K -$91K -1,062 -31%
EWM
1595
Evermay Wealth Management
Virginia
$198K -$30.5K -356 -13%
NFSG
1596
Newbridge Financial Services Group
Florida
$196K +$47K +549 +32%
Amundi
1597
Amundi
France
$192K +$3.87K +44 +2%
KPP
1598
Kings Path Partners
Texas
$191K -$23.6K -275 -11%
PSFG
1599
Park Square Financial Group
Georgia
$184K +$184K +2,150 New
FWA
1600
Flagship Wealth Advisors
Massachusetts
$183K +$183K +2,131 New