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Energy Select Sector SPDR Fund

865 hedge funds and large institutions have $12.3B invested in Energy Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 325 increasing their positions, 332 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-9
Holders Change %
-1.03%
% of All Funds
19.81%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
1.17%
New
81
Increased
325
Reduced
332
Closed
85
Calls
$1.57B
Puts
$2.22B
Net Calls
-$649M
Net Calls Change
-$425M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
501
MUFG Americas
New York
$515K +$7.04K +93 +1%
HPC
502
Hobart Private Capital
North Carolina
$513K +$206K +2,723 +67%
AIM
503
Assured Investment Management
New York
$511K -$3.98M -52,503 -89%
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$511K
PG
505
Proffitt & Goodson
Tennessee
$501K -$15.9K -210 -3%
EWM
506
Edge Wealth Management
New York
$498K
TFF
507
The Family Firm
Maryland
$497K -$16.6K -219 -3%
ACS
508
Archford Capital Strategies
Illinois
$492K -$121K -1,595 -20%
TC
509
Tairen Capital
Hong Kong
$492K +$492K +6,500 New
BC
510
Bartlett & Co
Ohio
$491K
BCWM
511
Bartlett & Co Wealth Management
Ohio
$491K
RJT
512
Raymond James Trust
Florida
$488K -$84.3K -1,114 -15%
APP
513
Avantax Planning Partners
Iowa
$488K +$204K +2,698 +72%
1WA
514
180 Wealth Advisors
Washington
$483K -$9.92K -131 -2%
LFG
515
LifePlan Financial Group
Ohio
$481K
LFAS
516
Level Four Advisory Services
Texas
$475K -$6.32M -83,335 -93%
GLA
517
Good Life Advisors
Pennsylvania
$475K +$110K +1,450 +30%
PMFA
518
Plante Moran Financial Advisors
Michigan
$473K
WJA
519
Williams Jones & Associates
New York
$471K -$44.3K -586 -9%
FCFC
520
First Commonwealth Financial Corp
Pennsylvania
$471K +$471K +6,217 New
ISB
521
Iowa State Bank
Iowa
$466K +$35.6K +470 +8%
JIP
522
Jaffetilchin Investment Partners
Florida
$465K +$227K +3,000 +96%
RFO
523
RiverGlades Family Offices
Florida
$464K +$26.5K +350 +6%
VC
524
Vicus Capital
Pennsylvania
$459K -$14.7K -194 -3%
NB
525
Nicolet Bankshares
Wisconsin
$458K -$37.9K -500 -8%