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Energy Select Sector SPDR Fund

741 hedge funds and large institutions have $10.4B invested in Energy Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 267 increasing their positions, 287 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-14
Holders Change %
-1.85%
% of All Funds
18.47%
Holding in Top 10
43
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.42%
% of All Funds
1.07%
New
93
Increased
267
Reduced
287
Closed
101
Calls
$2.8B
Puts
$25.8B
Net Calls
-$23.1B
Net Calls Change
-$21.9B
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
601
Exencial Wealth Advisors
Oklahoma
$232K -$42.2K -622 -15%
LBC
602
Lowe Brockenbrough & Co
Virginia
$231K -$19K -272 -8%
ATC
603
Adirondack Trust Company
New York
$231K -$5.25K -75 -2%
AA
604
Ancora Advisors
Ohio
$229K -$93.2K -1,335 -29%
LCM
605
Lucas Capital Management
New Jersey
$227K +$227K +3,245 New
SLF
606
Sun Life Financial
Ontario, Canada
$226K -$20.4K -1,427 -8%
LWM
607
Lyons Wealth Management
Florida
$225K -$2.99K -43 -1%
WVP
608
Worth Venture Partners
New Jersey
$223K +$223K +3,202 New
LA
609
Lynch & Associates
Indiana
$222K +$8.61K +123 +4%
AMM
610
American Money Management
California
$219K +$219K +3,132 New
EWA
611
EP Wealth Advisors
California
$219K +$219K +3,136 New
PG
612
Patten Group
Tennessee
$218K -$4.22K -60 -2%
SIM
613
Sterling Investment Management
Arizona
$212K +$212K +3,031 New
Daiwa Securities Group
614
Daiwa Securities Group
Japan
$210K +$77K +1,100 +58%
KFA
615
Kelleher Financial Advisors
New York
$206K +$6.97K +100 +4%
GT
616
Glenview Trust
Kentucky
$206K +$17.5K +250 +9%
MIAN
617
Mariner Independent Advisor Network
Kansas
$206K +$206K +2,943 New
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$204K -$66.6K -953 -25%
LIM
619
Leavell Investment Management
Alabama
$203K -$19.2K -275 -9%
BFO
620
Boston Family Office
Massachusetts
$203K
DIA
621
Dana Investment Advisors
Wisconsin
$201K
B
622
Bridgeworth
Alabama
$201K +$629 +9 +0.3%
HI
623
Hudock Inc
Pennsylvania
$199K +$84.3K +1,210 +74%
CTB
624
Country Trust Bank
Illinois
$194K -$49.7K -712 -20%
AOWM
625
Alpha Omega Wealth Management
Virginia
$188K -$20.9K -300 -10%