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Energy Select Sector SPDR Fund

825 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 326 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
-24
Holders Change %
-2.83%
% of All Funds
18.94%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
1.1%
New
102
Increased
297
Reduced
326
Closed
118
Calls
$1.73B
Puts
$1.77B
Net Calls
-$39.7M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
651
Interactive Financial Advisors
Illinois
$187K -$49.2K -731 -21%
HR
652
Howe & Rusling
New York
$187K +$17.5K +260 +10%
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$184K -$386K -5,715 -68%
BDS
654
Banco de Sabadell
Florida
$178K -$178K -2,650 -50%
LWM
655
Lenox Wealth Management
Ohio
$167K +$142K +2,117 +574%
TWA
656
TCI Wealth Advisors
Arizona
$165K -$19.2K -285 -10%
LPIC
657
LeJeune Puetz Investment Counsel
Michigan
$165K
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$161K -$21.9K -325 -12%
AOWM
659
Alpha Omega Wealth Management
Virginia
$160K
CF
660
Centaurus Financial
California
$160K +$160K +2,367 New
PG
661
Patten Group
Tennessee
$154K -$19.9K -295 -11%
BWA
662
BDO Wealth Advisors
Florida
$152K -$27.7K -410 -15%
RIA
663
RPG Investment Advisory
California
$151K +$6.76K +100 +5%
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$141K
TFS
665
TrustCore Financial Services
Tennessee
$140K -$16.8K -249 -11%
TAT
666
TD Ameritrade Trust
Colorado
$137K +$4.17K +62 +3%
IIC
667
Integrated Investment Consultants
Michigan
$133K +$133K +1,974 New
TCOV
668
Trust Company of Vermont
Vermont
$123K
FIB
669
First Interstate Bank
Montana
$122K +$62.3K +921 +104%
LIA
670
LS Investment Advisors
Michigan
$120K
GBBWRPM
671
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$114K +$135 +2 +0.1%
HI
672
Hudock Inc
Pennsylvania
$114K +$736 +11 +0.6%
HDIM
673
Hanson & Doremus Investment Management
Vermont
$111K
CAL
674
Capital Advisors Ltd
Ohio
$108K
CIM
675
Contravisory Investment Management
Massachusetts
$103K -$12.3K -181 -11%