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Energy Select Sector SPDR Fund

714 hedge funds and large institutions have $9.45B invested in Energy Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-27
Holders Change %
-3.64%
% of All Funds
17.83%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.95%
New
67
Increased
267
Reduced
283
Closed
88
Calls
$2B
Puts
$3.15B
Net Calls
-$1.15B
Net Calls Change
+$21.9B
Name Holding Trade Value Shares
Change
Shares
Change %
NHC
501
Nicholas Hoffman & Company
Georgia
$368K +$33.8K +520 +10%
CT
502
Cambridge Trust
Massachusetts
$367K -$69.7K -1,075 -16%
FUBT
503
First United Bank & Trust
Maryland
$367K +$9.42K +145 +3%
IFA
504
Interactive Financial Advisors
Illinois
$366K -$100K -1,546 -22%
RJT
505
Raymond James Trust
Florida
$364K
SPWA
506
SteelBridge Private Wealth Advisors
Florida
$362K -$29.9K -460 -8%
CWM
507
Confluence Wealth Management
Oregon
$358K -$44.6K -687 -11%
CCM
508
Coldstream Capital Management
Washington
$356K
1832 Asset Management
509
1832 Asset Management
Ontario, Canada
$345K
CL
510
CSS LLC
Illinois
$344K
NWP
511
Northstar Wealth Partners
Connecticut
$343K -$50.9K -795 -13%
RWMH
512
Riverpoint Wealth Management Holdings
Illinois
$340K -$206K -3,205 -38%
PAG
513
Pinnacle Advisory Group
Maryland
$339K -$173K -2,675 -34%
KPCM
514
Kings Point Capital Management
New York
$339K -$32.1K -495 -9%
SFP
515
Shepherd Financial Partners
Massachusetts
$336K -$93.2K -1,446 -22%
MIM
516
Marco Investment Management
Georgia
$336K -$12K -185 -3%
CL
517
Choreo LLC
Illinois
$335K +$43.2K +665 +15%
CWM
518
Concentric Wealth Management
California
$333K
PCM
519
Parsons Capital Management
Rhode Island
$332K -$1.95K -30 -0.6%
PCM
520
Peak Capital Management
Colorado
$332K +$332K +5,115 New
AA
521
Apriem Advisors
California
$331K +$29.9K +460 +10%
MA
522
MCF Advisors
Kentucky
$329K +$1.88K +29 +0.6%
BBA
523
BLB&B Advisors
Pennsylvania
$328K +$8.97K +138 +3%
LP
524
LGL Partners
Pennsylvania
$327K -$14K -215 -4%
SCM
525
Sterneck Capital Management
Missouri
$327K +$39.7K +611 +14%