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Energy Select Sector SPDR Fund

1,138 hedge funds and large institutions have $13B invested in Energy Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 473 increasing their positions, 287 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+171
Holders Change %
+17.68%
% of All Funds
20.04%
Holding in Top 10
55
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+103.7%
% of All Funds
0.97%
New
275
Increased
473
Reduced
287
Closed
95
Calls
$7.41B
Puts
$4.22B
Net Calls
+$3.2B
Net Calls Change
+$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
301
Capital Insight Partners
Arizona
$3.28M +$75.7K +1,544 +2%
JCM
302
Jacobi Capital Management
Pennsylvania
$3.26M +$799K +16,288 +32%
NSAM
303
North Star Asset Management
Wisconsin
$3.26M -$21.3K -435 -0.7%
Fisher Asset Management
304
Fisher Asset Management
Washington
$3.25M +$193K +3,924 +6%
TF
305
Trek Financial
Arizona
$3.24M +$1.82M +36,999 +128%
LFPWM
306
Leicht Financial Planning & Wealth Management
New Jersey
$3.2M +$3.2M +65,311 New
IMOV
307
Investment Management of Virginia
Virginia
$3.18M -$1.06M -21,607 -25%
HIP
308
Harrell Investment Partners
Texas
$3.15M -$636K -12,959 -17%
LHC
309
Little House Capital
Massachusetts
$3.15M +$3.15M +64,185 New
CAS
310
Cascadia Advisory Services
Oregon
$3.15M +$3.15M +64,148 New
CAL
311
Capital Advisors Ltd
Ohio
$3.08M +$113K +2,310 +4%
SW
312
SVB Wealth
Massachusetts
$3.08M -$152K -3,107 -5%
AP
313
Appleton Partners
Massachusetts
$3.07M +$404K +8,232 +15%
Koshinski Asset Management
314
Koshinski Asset Management
Illinois
$3.06M +$828K +16,877 +37%
WWM
315
Western Wealth Management
Colorado
$3.02M -$59.3K -1,209 -2%
WAS
316
Winch Advisory Services
Wisconsin
$3.01M +$45.9K +936 +2%
PWPS
317
Pinnacle Wealth Planning Services
Ohio
$3.01M
FANJ
318
Financial Architects (New Jersey)
New Jersey
$3M +$80.8K +1,647 +3%
VA
319
Valmark Advisers
Ohio
$2.97M +$73.2K +1,492 +3%
VAS
320
Valicenti Advisory Services
New York
$2.91M +$291K +5,935 +11%
SC
321
Scotia Capital
Ontario, Canada
$2.91M -$6.05M -123,402 -68%
BA
322
Ballew Advisors
Mississippi
$2.9M +$797K +15,842 +38%
MCM
323
Murphy Capital Management
New Jersey
$2.9M +$501K +10,206 +21%
CWG
324
Cornerstone Wealth Group
North Carolina
$2.89M -$603K -12,649 -17%
MTC
325
Matrix Trust Company
Colorado
$2.89M +$2.55M +51,979 +756%