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Energy Select Sector SPDR Fund

714 hedge funds and large institutions have $9.45B invested in Energy Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-27
Holders Change %
-3.64%
% of All Funds
17.83%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.95%
New
67
Increased
267
Reduced
283
Closed
88
Calls
$2B
Puts
$3.15B
Net Calls
-$1.15B
Net Calls Change
+$21.9B
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
351
Lido Advisors
California
$860K -$24.2K -373 -3%
SAM
352
Solaris Asset Management
New York
$854K
EFS
353
Essex Financial Services
Connecticut
$845K +$264K +4,071 +45%
HJA
354
Hugh Johnson Advisors
New York
$838K -$22.1K -340 -3%
TA
355
Tiedemann Advisors
New York
$837K +$837K +12,900 New
MFW
356
Meristem Family Wealth
Minnesota
$825K
SCM
357
Southport Capital Management
Tennessee
$824K -$7.01K -108 -0.8%
BI
358
Bramshill Investments
Florida
$821K +$821K +12,639 New
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$819K +$764K +11,766 +1,384%
CCMD
360
Cypress Capital Management (Delaware)
Delaware
$812K +$196K +3,023 +32%
SB
361
Simmons Bank
Arkansas
$806K +$60.9K +939 +8%
AFP
362
Ausdal Financial Partners
Iowa
$804K -$10.1K -155 -1%
MA
363
Montag & Associates
Georgia
$802K
LWM
364
Lyell Wealth Management
California
$792K -$95.8K -1,475 -11%
RWA
365
Ropes Wealth Advisors
Massachusetts
$788K
CIC
366
Carnegie Investment Counsel
Ohio
$783K +$75.8K +1,143 +11%
P
367
PhaseCapital
New York
$773K +$773K +11,900 New
WMSA
368
Weiss Multi-Strategy Advisers
New York
$772K +$772K +11,890 New
FANJ
369
Financial Architects (New Jersey)
New Jersey
$763K +$273K +4,205 +56%
MC
370
Mathes Company
New York
$763K +$763K +11,750 New
FPCP
371
Fort Point Capital Partners
California
$751K -$28K -431 -4%
PNAA
372
Pictet North America Advisors
Switzerland
$751K +$5.65K +87 +0.8%
WTC
373
WhitTier Trust Company
Nevada
$750K +$16.2K +250 +2%
FTIOP
374
Fiduciary Trust International of Pennsylvania
Pennsylvania
$739K +$19.5K +300 +3%
BG
375
Bollard Group
Massachusetts
$733K +$5.06K +78 +0.7%