XLE icon

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 %
ST
1701
Smithfield Trust
Pennsylvania
$50K
MA
1702
MCF Advisors
Kentucky
$48.2K +$257 +3 +0.5%
CTA
1703
Colonial Trust Advisors
South Carolina
$48.1K -$5.74K -67 -11%
AEPWM
1704
Atlantic Edge Private Wealth Management
Florida
$48.1K -$1.97K -23 -4%
MCA
1705
Maryland Capital Advisors
Maryland
$46.6K
IWP
1706
IAG Wealth Partners
Wisconsin
$44.6K +$18.2K +212 +69%
DCM
1707
Davis Capital Management
Florida
$44.5K
BC
1708
Barrett & Company
Rhode Island
$43.8K +$2.57K +30 +6%
SAM
1709
S.A. Mason
Michigan
$42.8K -$6.85K -80 -14%
TLA
1710
Tanglewood Legacy Advisors
Texas
$42.8K
EWP
1711
Elevation Wealth Partners
California
$41.3K -$1.54K -18 -4%
BG
1712
Bollard Group
Massachusetts
$41K -$7.42K -87 -15%
MSG
1713
Main Street Group
Virginia
$40.9K
T2I
1714
Turim 21 Investimentos
Brazil
$40.3K +$5.26K +60 +15%
CWP
1715
Concord Wealth Partners
Virginia
$39.9K +$35.5K +415 +814%
FM
1716
Family Management
New York
$39.7K +$39.7K +464 New
PAG
1717
Paladin Advisory Group
Iowa
$38.5K
KBFS
1718
Kohmann Bosshard Financial Services
Ohio
$38.3K +$38.3K +447 New
HPIA
1719
Hamilton Point Investment Advisors
North Carolina
$38.2K -$30.8K -360 -45%
JFG
1720
JDM Financial Group
Texas
$37.9K
CJ
1721
Caitlin John
Michigan
$37.9K -$234K -2,730 -86%
NC
1722
NewSquare Capital
Pennsylvania
$37.3K -$1.57M -165,290 -98%
BC
1723
Belmont Capital
California
$36.8K -$167K -1,955 -82%
WA
1724
Whipplewood Advisors
Colorado
$36.8K +$36.8K +430 New
FCT
1725
First Community Trust
Iowa
$35.5K