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Energy Select Sector SPDR Fund

825 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 326 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
-24
Holders Change %
-2.83%
% of All Funds
18.94%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
1.1%
New
102
Increased
297
Reduced
326
Closed
118
Calls
$1.73B
Puts
$1.77B
Net Calls
-$39.7M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$772K -$30.5K -452 -4%
EWA
402
Exencial Wealth Advisors
Oklahoma
$768K -$212K -3,138 -22%
MWM
403
Merriman Wealth Management
Washington
$765K -$1.49M -22,143 -66%
CCMD
404
Cypress Capital Management (Delaware)
Delaware
$754K -$104K -1,538 -12%
SS
405
Sunbelt Securities
Texas
$751K +$137K +2,030 +22%
Mackenzie Financial
406
Mackenzie Financial
Ontario, Canada
$748K +$748K +11,100 New
FTIOP
407
Fiduciary Trust International of Pennsylvania
Pennsylvania
$747K
SIC
408
Sigma Investment Counselors
Michigan
$739K -$108K -1,605 -13%
MCM
409
MAI Capital Management
Ohio
$739K +$19.8K +293 +3%
HW
410
Hancock Whitney
Mississippi
$730K -$2.04M -30,300 -74%
M&T Bank
411
M&T Bank
New York
$728K -$1.27M -18,840 -64%
GRP
412
Global Retirement Partners
California
$715K +$295K +4,380 +70%
COLIM
413
City of London Investment Management
United Kingdom
$708K +$182K +2,700 +35%
RG
414
Rikoon Group
New Mexico
$707K +$292K +4,421 +70%
LWM
415
Lyons Wealth Management
Florida
$705K +$59.4K +882 +9%
BFA
416
Beaumont Financial Advisors
Massachusetts
$702K -$3.6M -53,362 -84%
MCM
417
Manchester Capital Management
Vermont
$702K
BSW
418
Buckingham Strategic Wealth
Missouri
$690K -$146K -2,170 -17%
LCM
419
Lucas Capital Management
New Jersey
$686K -$55.6K -822 -8%
FWCM
420
Ferguson Wellman Capital Management
Oregon
$681K -$53.9K -800 -7%
SBIA
421
Sheaff Brock Investment Advisors
Indiana
$674K +$41.4K +615 +7%
RIA
422
Regal Investment Advisors
Michigan
$670K +$126K +1,867 +23%
PWM
423
Paulson Wealth Management
Illinois
$669K -$42.5K -631 -6%
Nomura Asset Management
424
Nomura Asset Management
Japan
$669K
MTIM
425
Marathon Trading Investment Management
Pennsylvania
$667K -$5.21M -77,300 -89%