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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 %
PCWA
1601
Pacific Capital Wealth Advisors
California
$179K
WB
1602
Webster Bank
Connecticut
$176K -$506K -5,905 -74%
CCM
1603
Chilton Capital Management
Texas
$173K +$23K +268 +15%
WOC
1604
West Oak Capital
California
$171K
FDCDDQ
1605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K -$722K -8,433 -81%
BBHC
1606
Brown Brothers Harriman & Co
New York
$169K -$942 -11 -0.6%
POIA
1607
Pin Oak Investment Advisors
Texas
$167K
MIM
1608
Marshall Investment Management
Colorado
$165K +$165K +1,882 New
LI
1609
LRI Investments
Florida
$165K
CWC
1610
Carolinas Wealth Consulting
North Carolina
$164K -$1.54K -18 -0.9%
CF
1611
Collier Financial
Colorado
$163K +$163K +1,905 New
Kayne Anderson Rudnick Investment Management
1612
Kayne Anderson Rudnick Investment Management
California
$161K +$76.1K +888 +90%
AssetMark Inc
1613
AssetMark Inc
California
$161K +$18.8K +220 +13%
CAS
1614
Coppell Advisory Solutions
Texas
$158K -$5.41K -64 -3%
KFI
1615
Key Financial Inc
Pennsylvania
$158K
SAM
1616
Synergy Asset Management
Washington
$151K +$151K +1,724 New
WTC
1617
WhitTier Trust Company
Nevada
$144K
HB
1618
Horizon Bancorp
Indiana
$142K +$25.9K +301 +22%
OP
1619
ORG Partners
Indiana
$141K -$46.3K -541 -25%
WAS
1620
Winch Advisory Services
Wisconsin
$140K -$20.4K -238 -13%
NI
1621
NCP Inc
California
$138K -$15.8K -184 -10%
RDIA
1622
RE Dickinson Investment Advisors
Iowa
$137K
LWCFA
1623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K
JGCM
1624
Joseph Group Capital Management
Ohio
$130K
OA
1625
Operose Advisors
Wisconsin
$130K -$771 -9 -0.6%