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Energy Select Sector SPDR Fund

897 hedge funds and large institutions have $9.29B invested in Energy Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 267 increasing their positions, 357 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+32
Holders Change %
+3.7%
% of All Funds
20.02%
Holding in Top 10
36
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-29.41%
% of All Funds
0.8%
New
191
Increased
267
Reduced
357
Closed
150
Calls
$1.58B
Puts
$1.81B
Net Calls
-$233M
Net Calls Change
+$415M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
376
Evercore Wealth Management
New York
$868K +$705K +12,284 +432%
HA
377
Hamel Associates
New Jersey
$865K -$1.32M -23,085 -60%
ISB
378
Iowa State Bank
Iowa
$860K +$507K +8,847 +144%
RC
379
Roundview Capital
New Jersey
$857K +$524K +9,131 +157%
IIA
380
IPG Investment Advisors
California
$849K -$457K -7,963 -35%
UR
381
USCA RIA
Texas
$848K +$387K +6,752 +84%
AWM
382
AE Wealth Management
Kansas
$846K -$609K -10,617 -42%
MHI
383
Miller Howard Investments
New York
$844K +$844K +14,709 New
AFS
384
Access Financial Services
Minnesota
$832K -$136K -2,381 -14%
CHA
385
Cedar Hill Associates
Illinois
$828K +$828K +14,445 New
PG
386
Proffitt & Goodson
Tennessee
$821K +$442K +7,707 +116%
WB
387
WesBanco Bank
West Virginia
$820K +$19.7K +344 +2%
TWM
388
Torch Wealth Management
Ohio
$819K -$63.1K -1,100 -7%
PWM
389
Perigon Wealth Management
California
$816K +$816K +12,963 New
AW
390
ACG Wealth
Georgia
$797K -$3.38K -59 -0.4%
MCM
391
Manchester Capital Management
Vermont
$791K
FNBOH
392
First National Bank of Hutchinson
Kansas
$770K -$11.5K -200 -1%
LFASL
393
Lugano Financial Advisors SA (LFA)
Switzerland
$757K
BWM
394
BigSur Wealth Management
Florida
$757K +$422K +7,370 +126%
TPSF
395
Texas Permanent School Fund
Texas
$752K +$83.5K +1,455 +12%
SC
396
Skylands Capital
Wisconsin
$748K +$748K +13,050 New
WTC
397
WhitTier Trust Company
Nevada
$743K +$53.2K +927 +8%
FAM
398
Flaharty Asset Management
Florida
$739K +$739K +12,883 New
MOS
399
MGO One Seven
Ohio
$736K -$104K -1,823 -12%
WS
400
Wedbush Securities
California
$736K +$83.6K +1,457 +13%