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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 %
SDAM
601
Shulman DeMeo Asset Management
New York
$850K -$233K -4,750 -22%
CHA
602
Carmichael Hill & Associates
Maryland
$846K -$24.6K -502 -3%
IA
603
IndexIQ Advisors
New York
$844K -$879K -17,914 -51%
GI
604
Glovista Investments
New Jersey
$844K +$73.5K +1,500 +10%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$837K +$69.3K +1,413 +9%
WAS
606
WESPAC Advisors SoCal
California
$830K
ST
607
Sabal Trust
Florida
$827K -$8.44K -172 -1%
FEM
608
Fulcrum Equity Management
Texas
$825K +$825K +16,812 New
CCA
609
Cadent Capital Advisors
Oklahoma
$820K +$820K +16,724 New
T. Rowe Price Associates
610
T. Rowe Price Associates
Maryland
$815K +$222K +4,521 +37%
HFA
611
High Falls Advisors
New York
$815K +$815K +16,618 New
TA
612
TrueWealth Advisors
Alabama
$814K -$29.9K -634 -4%
BTWM
613
Baker Tilly Wealth Management
Wisconsin
$814K +$814K +16,589 New
HCM
614
Hollencrest Capital Management
California
$809K +$7.56K +154 +0.9%
AMM
615
American Money Management
California
$808K -$171K -3,478 -17%
CC
616
Callan Capital
California
$799K +$65.3K +1,330 +9%
SAM
617
Sequent Asset Management
Texas
$798K
HR
618
Hayden Royal
North Carolina
$793K +$15.6K +319 +2%
AWM
619
Apollon Wealth Management
South Carolina
$791K +$67.8K +1,383 +9%
BL
620
Balentine LLC
Georgia
$789K
SDWIA
621
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$787K -$5.06K -103 -0.6%
American Century Companies
622
American Century Companies
Missouri
$785K
AFM
623
Andesa Financial Management
Pennsylvania
$782K +$379K +7,715 +94%
VCM
624
Vivaldi Capital Management
Illinois
$779K +$154K +2,883 +25%
BO
625
BRR OpCo
Ohio
$777K +$131K +2,680 +20%