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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 %
QAM
401
Questar Asset Management
Minnesota
$735K +$735K +12,818 New
MIAN
402
Mariner Independent Advisor Network
Kansas
$733K +$733K +11,962 New
MFW
403
Meristem Family Wealth
Minnesota
$729K -$8.61K -150 -1%
BAM
404
Berkshire Asset Management
Pennsylvania
$729K +$245K +4,277 +51%
EC
405
Estate Counselors
Wisconsin
$723K
PMG
406
ProVise Management Group
Florida
$720K -$12.2K -213 -2%
HJA
407
Hugh Johnson Advisors
New York
$720K +$9.18K +160 +1%
IWM
408
IHT Wealth Management
Illinois
$718K +$33.7K +588 +5%
GCMG
409
Gyroscope Capital Management Group
Florida
$717K -$50.6K -882 -7%
CMO
410
Covenant Multifamily Offices
Texas
$717K +$717K +12,500 New
FIA
411
FNY Investment Advisers
New York
$716K +$716K +12,500 New
Lido Advisors
412
Lido Advisors
California
$714K -$11.3M -196,203 -94%
JWBC
413
J.W. Burns & Co
New York
$709K -$131K -2,290 -16%
BI
414
Bramshill Investments
Florida
$708K +$708K +12,348 New
DY
415
Dowling & Yahnke
California
$702K -$40.3K -610 -5%
LCM
416
Lucas Capital Management
New Jersey
$699K +$28.7K +501 +4%
CWM
417
Cornerstone Wealth Management
Missouri
$693K -$20.8M -363,055 -97%
Chevy Chase Trust
418
Chevy Chase Trust
Maryland
$693K -$67.4K -1,175 -9%
Koshinski Asset Management
419
Koshinski Asset Management
Illinois
$692K -$78.3K -1,364 -10%
BRWM
420
B. Riley Wealth Management
Tennessee
$685K +$685K +11,937 New
JWS
421
Juncture Wealth Strategies
Arizona
$675K -$127K -2,219 -16%
RWA
422
Ropes Wealth Advisors
Massachusetts
$675K -$35.3K -615 -5%
AWM
423
Altavista Wealth Management
North Carolina
$675K +$388K +6,767 +135%
VWM
424
Valley Wealth Managers
New Jersey
$675K +$675K +11,770 New
DC
425
Davenport & Co
Virginia
$672K -$374K -6,522 -36%