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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 %
CWM
476
CMH Wealth Management
New Hampshire
$509K +$509K +8,880 New
LWM
477
Lyons Wealth Management
Florida
$505K -$85.6K -1,495 -14%
AL
478
Aspiriant LLC
California
$504K -$141K -2,460 -22%
TCM
479
Telos Capital Management
California
$502K +$67.8K +1,182 +16%
NCM
480
Narwhal Capital Management
Georgia
$501K -$24.2K -422 -5%
CWM
481
Chesapeake Wealth Management
Virginia
$501K +$65.7K +1,147 +15%
BA
482
Ballew Advisors
Mississippi
$486K -$1.15M -18,322 -70%
NFG
483
Nations Financial Group
Iowa
$486K -$34.7K -605 -7%
MHS
484
M Holdings Securities
Oregon
$486K +$53.4K +931 +12%
MAFM
485
Mid Atlantic Financial Management
Pennsylvania
$485K +$485K +8,464 New
SFS
486
Sowell Financial Services
Arkansas
$484K +$484K +8,445 New
TNAM
487
Terra Nova Asset Management
New York
$480K -$356K -6,199 -43%
CC
488
Chanos & Company
New York
$479K +$198K +3,449 +70%
MWM
489
Merriman Wealth Management
Washington
$476K +$476K +7,957 New
CC
490
Cassaday & Co
Virginia
$475K -$11.5K -201 -2%
AWM
491
Avitas Wealth Management
California
$472K +$21.5K +374 +5%
BSW
492
Buckingham Strategic Wealth
Missouri
$468K -$14.4K -251 -3%
LPWM
493
Lake Point Wealth Management
Texas
$465K +$465K +8,105 New
BHWM
494
Bay Harbor Wealth Management
Maryland
$462K +$462K +8,051 New
WPW
495
Waldron Private Wealth
Pennsylvania
$459K +$57.3K +1,000 +14%
Fiera Capital (Canada)
496
Fiera Capital (Canada)
Quebec, Canada
$459K +$194K +3,380 +73%
CB
497
Chemical Bank
Michigan
$457K -$76.1K -1,328 -14%
SS
498
Sunbelt Securities
Texas
$456K -$31.9K -556 -7%
SIAS
499
Shine Investment Advisory Services
Colorado
$456K +$148K +2,585 +48%
BPCA
500
Bank Pictet & Cie (Asia)
Singapore
$454K -$804K -14,000 -64%