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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 %
BCWM
501
Bartlett & Co Wealth Management
Ohio
$437K +$437K +6,482 New
GG
502
Gofen & Glossberg
Illinois
$435K -$40.5K -600 -9%
PAI
503
Pittenger & Anderson Inc
Nebraska
$430K -$39.5K -585 -8%
LFG
504
LifePlan Financial Group
Ohio
$428K -$18.1K -268 -4%
PMFA
505
Plante Moran Financial Advisors
Michigan
$427K +$8.84K +131 +2%
APP
506
Avantax Planning Partners
Iowa
$427K +$82.6K +1,225 +24%
Daiwa Securities Group
507
Daiwa Securities Group
Japan
$425K +$87.7K +1,300 +26%
PAS
508
Partnervest Advisory Services
California
$421K +$1.21K +18 +0.3%
CCMW
509
Cypress Capital Management (Wyoming)
Wyoming
$420K -$374K -5,550 -47%
OCM
510
Orleans Capital Management
Louisiana
$420K -$227K -3,375 -35%
IFS
511
Ifrah Financial Services
Arkansas
$420K -$177K -2,633 -30%
LFPWM
512
Leicht Financial Planning & Wealth Management
New Jersey
$420K -$152K -2,295 -27%
NCM
513
Narwhal Capital Management
Georgia
$419K -$1.69K -25 -0.4%
DIA
514
Denver Investment Advisors
Colorado
$416K -$38.5K -571 -8%
OAM
515
Oppenheimer Asset Management
New York
$414K +$136K +2,010 +49%
MC
516
Moors & Cabot
Massachusetts
$413K -$204K -3,028 -33%
UR
517
USCA RIA
Texas
$410K -$510K -7,560 -55%
NL
518
NWAM LLC
Washington
$405K +$405K +6,005 New
RC
519
Roundview Capital
New Jersey
$404K -$435K -6,454 -52%
SAM
520
Summit Asset Management
Tennessee
$404K -$42.4K -629 -9%
Allianz Asset Management
521
Allianz Asset Management
Germany
$404K +$404K +6,000 New
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$402K +$33K +490 +9%
AR
523
Advisory Research
Illinois
$396K
BCA
524
Benchmark Capital Advisors
New York
$392K -$6.74K -100 -2%
EWA
525
EP Wealth Advisors
California
$392K +$139K +2,065 +55%