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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 %
S
526
SignatureFD
Georgia
$326K +$63.4K +977 +24%
CPP
527
Crow Point Partners
Massachusetts
$323K -$38.8K -600 -11%
SIC
528
Sigma Investment Counselors
Michigan
$321K -$5.26K -81 -2%
IIA
529
IPG Investment Advisors
California
$320K -$211K -3,252 -40%
AI
530
Atria Investments
North Carolina
$312K +$312K +4,800 New
CA
531
Corrado Advisors
New Jersey
$310K +$62.2K +958 +25%
RG
532
Rikoon Group
New Mexico
$308K -$22.1K -340 -7%
CL
533
CPWM LLC
Washington
$308K +$308K +14,856 New
WSCM
534
Wellington Shields Capital Management
New York
$306K +$9.73K +150 +3%
APP
535
Avantax Planning Partners
Iowa
$306K +$306K +4,709 New
DIA
536
Denver Investment Advisors
Colorado
$305K -$58.4K -900 -16%
HSA
537
HBK Sorce Advisory
Pennsylvania
$304K -$2.6K -40 -0.8%
WT
538
Whittier Trust
California
$300K -$9.86K -152 -3%
BRM
539
Boston Research & Management
Massachusetts
$300K -$9.72K -150 -3%
PWW
540
Pettyjohn Wood & White
Virginia
$299K -$13K -200 -4%
FA
541
Fagan Associates
New York
$299K +$31.9K +491 +12%
VFA
542
Virtus Fund Advisers
Connecticut
$296K +$64 +1 +0%
CCM
543
Condor Capital Management
New Jersey
$292K
LWM
544
Lyons Wealth Management
Florida
$291K +$79.6K +1,219 +38%
TFA
545
Transamerica Financial Advisors
Florida
$290K -$860K -13,207 -75%
WP
546
WealthSource Partners
California
$289K +$27.7K +427 +11%
JIC
547
Joel Isaacson & Co
New York
$283K +$714 +11 +0.3%
SGCA
548
Steel Grove Capital Advisors
Tennessee
$282K -$323K -4,971 -53%
CIAS
549
Capital Investment Advisory Services
North Carolina
$280K -$86.3K -1,331 -24%
CCT
550
Country Club Trust
Missouri
$275K +$24.4K +375 +10%