XLE icon

Energy Select Sector SPDR Fund

561 hedge funds and large institutions have $11.2B invested in Energy Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 219 increasing their positions, 122 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+109
Holders Change %
+24.12%
% of All Funds
14.97%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.77%
New
184
Increased
219
Reduced
122
Closed
67
Calls
$2.49B
Puts
$3.74B
Net Calls
-$1.25B
Net Calls Change
+$1.79B
Name Holding Trade Value Shares
Change
Shares
Change %
SHA
276
Smith Hayes Advisers
Nebraska
$1.11M +$747K +9,440 +208%
B
277
Baird
Wisconsin
$1.1M -$173K -2,182 -14%
ICAS
278
Investors Capital Advisory Services
Massachusetts
$1.07M +$40.9K +517 +4%
IFA
279
Interactive Financial Advisors
Illinois
$1.06M -$107K -1,349 -9%
IP
280
Investment Partners
Ohio
$1.05M +$1.05M +13,300 New
AIM
281
Assured Investment Management
New York
$1.03M +$1.03M +13,018 New
CWM
282
Concert Wealth Management
California
$1.03M -$160K -2,021 -13%
WT
283
Whittier Trust
California
$1.03M +$1.03M +12,950 New
HFS
284
HL Financial Services
Kentucky
$1.02M +$755K +9,533 +282%
SIC
285
Sigma Investment Counselors
Michigan
$1.02M +$1.02M +12,900 New
SWM
286
Segment Wealth Management
Texas
$1.01M +$1.01M +12,721 New
SPC
287
Sigma Planning Corp
Michigan
$1M +$1M +12,646 New
TPP
288
Triangle Peak Partners
California
$988K -$420K -5,311 -30%
CL
289
CFS LLC
Oklahoma
$983K +$983K +12,419 New
SSB
290
Sandy Spring Bank
Maryland
$979K +$137K +1,729 +16%
Schroder Investment Management Group
291
Schroder Investment Management Group
United Kingdom
$970K -$1.09M -13,822 -53%
DIA
292
Denver Investment Advisors
Colorado
$969K +$758K +9,582 +360%
Nuveen Asset Management
293
Nuveen Asset Management
Illinois
$964K -$902K -11,400 -48%
OL
294
Orbitronix LP
California
$954K +$954K +12,049 New
AGA
295
Accuvest Global Advisors
Utah
$950K +$950K +12,000 New
PSUF
296
People's United Financial
Connecticut
$947K -$158K -2,000 -14%
MFW
297
Meristem Family Wealth
Minnesota
$940K
ACM
298
Alethea Capital Management
Washington
$937K +$937K +11,833 New
TCOO
299
Trust Company of Oklahoma
Oklahoma
$922K +$922K +11,645 New
FMBTD
300
First Midwest Bank Trust Division
Illinois
$915K +$32.1K +406 +4%