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Energy Select Sector SPDR Fund

1,138 hedge funds and large institutions have $13B invested in Energy Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 473 increasing their positions, 287 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+171
Holders Change %
+17.68%
% of All Funds
20.04%
Holding in Top 10
55
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+103.7%
% of All Funds
0.97%
New
275
Increased
473
Reduced
287
Closed
95
Calls
$7.41B
Puts
$4.22B
Net Calls
+$3.2B
Net Calls Change
+$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
526
Rye Brook Capital
Connecticut
$1.1M +$1.1M +22,500 New
PCA
527
Personal Capital Advisors
California
$1.1M +$72.6K +1,479 +7%
EW
528
Evoke Wealth
California
$1.1M -$198K -4,027 -15%
FFG
529
Fortem Financial Group
California
$1.1M +$1.1M +22,450 New
VFA
530
Valeo Financial Advisors
Indiana
$1.1M -$46.2K -942 -4%
NW
531
NewEdge Wealth
Pennsylvania
$1.1M -$765K -15,586 -41%
SIA
532
Strategic Investment Advisors
Michigan
$1.1M +$1.1M +22,345 New
BW
533
Bison Wealth
Georgia
$1.1M +$12.1K +247 +1%
CAAS
534
Capital Asset Advisory Services
Michigan
$1.09M -$45.2K -922 -4%
AWA
535
Arkadios Wealth Advisors
Georgia
$1.09M +$395K +8,055 +57%
BCFS
536
Butensky & Cohen Financial Security
Florida
$1.09M -$36.6K -746 -3%
NFSG
537
Newbridge Financial Services Group
Florida
$1.09M +$435K +8,876 +67%
WAM
538
WNY Asset Management
New York
$1.09M +$520K +10,580 +92%
MFG
539
Magnus Financial Group
New York
$1.08M +$98K +1,996 +10%
CTC
540
Central Trust Company
Missouri
$1.07M +$43.9K +894 +4%
CWA
541
Clearview Wealth Advisors
Oregon
$1.07M +$1.07M +21,745 New
JIC
542
Johnson Investment Counsel
Ohio
$1.06M -$176K -3,588 -14%
TC
543
Trust Company
Kansas
$1.05M -$477K -9,728 -31%
FHA
544
Flagship Harbor Advisors
Massachusetts
$1.04M +$1.04M +21,190 New
IWA
545
IBEX Wealth Advisors
New Jersey
$1.04M +$1.04M +21,196 New
IFWM
546
Institute for Wealth Management
Colorado
$1.04M +$123K +2,504 +13%
SS
547
Sunbelt Securities
Texas
$1.03M -$672K -13,709 -40%
MC
548
Martin & Co
Tennessee
$1.02M -$13.7K -280 -1%
FAB
549
First American Bank
Illinois
$1.02M -$447K -9,115 -30%
SPAS
550
Spectrum Planning & Advisory Services
California
$1.02M +$1.02M +20,797 New