XLE icon

Energy Select Sector SPDR Fund

442 hedge funds and large institutions have $11.4B invested in Energy Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 166 reducing their positions, and 47 closing their positions.

Holders
442
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
12.77%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
1.1%
New
52
Increased
159
Reduced
166
Closed
47
Calls
$807M
Puts
$1.44B
Net Calls
-$630M
Net Calls Change
+$1.56B
Name Market Value Shares Shares
Change
Shares
Change %
BAM
376
Brave Asset Management
New Jersey
$134K 1,500
SGC
377
South Georgia Capital
Illinois
$127K 1,425 +325 +30%
EWM
378
Evercore Wealth Management
New York
$119K 1,331 +1,106 +492%
NSIM
379
North Star Investment Management
Illinois
$115K 1,289 +1,289 New
DSC
380
Duncker Streett & Co
Missouri
$114K 1,286 +2 +0.2%
WRM
381
Westport Resources Management
Connecticut
$97K 1,090
CFA
382
Carroll Financial Associates
North Carolina
$95K 1,063 +65 +7%
SFSIG
383
San Francisco Sentry Investment Group
California
$90K 1,014
OIA
384
Optimum Investment Advisors
Illinois
$89K 1,000
SSG
385
Summit Securities Group
New York
$89K 1,000 +300 +43%
M
386
MOTCO
Texas
$88K 991
FWM
387
Focused Wealth Management
New York
$87K 975 +1 +0.1%
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$83K 934
WOC
389
West Oak Capital
California
$66.4K 745 +225 +43%
LFG
390
LifePlan Financial Group
Ohio
$66K 736
CAL
391
Capital Analysts LLC
Pennsylvania
$65.9K 740
JIC
392
Joel Isaacson & Co
New York
$64K 718
VIA
393
Vantage Investment Advisors
Pennsylvania
$63K 709
HI
394
Hudock Inc
Pennsylvania
$57K 645
FHA
395
First Horizon Advisors
Tennessee
$56K 625 -230 -27%
TAT
396
TD Ameritrade Trust
Colorado
$55K 614 -591 -49%
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$44K 493
RFA
398
Reilly Financial Advisors
California
$43K 478 -282 -37%
LWM
399
LBA Wealth Management
Florida
$42K 475
GI
400
Gradient Investments
Minnesota
$42K 1,075 +600 +126%