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Energy Select Sector SPDR Fund

865 hedge funds and large institutions have $12.3B invested in Energy Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 325 increasing their positions, 332 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-9
Holders Change %
-1.03%
% of All Funds
19.81%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
1.17%
New
81
Increased
325
Reduced
332
Closed
85
Calls
$1.57B
Puts
$2.22B
Net Calls
-$649M
Net Calls Change
-$425M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
676
Berman Capital Advisors
Georgia
$233K -$173K -2,280 -43%
IFAM
677
Institutional & Family Asset Management
Colorado
$231K -$92.6K -1,223 -29%
CAM
678
Cozad Asset Management
Illinois
$231K +$30.3K +400 +15%
VIM
679
Vista Investment Management
Pennsylvania
$228K
TI
680
Telemetry Investments
New York
$227K
AWA
681
AmeriServ Wealth Advisors
Pennsylvania
$227K
CT
682
Chicago Trust
Illinois
$225K +$2.05K +27 +0.9%
JIC
683
Joel Isaacson & Co
New York
$222K +$303 +4 +0.1%
PWMAG
684
Pinnacle Wealth Management Advisory Group
New Jersey
$220K -$108K -1,425 -33%
BFO
685
Boston Family Office
Massachusetts
$220K -$9.1K -120 -4%
WP
686
WealthSource Partners
California
$219K -$1.8M -23,762 -89%
CFA
687
Carroll Financial Associates
North Carolina
$218K +$76 +1 +0%
HI
688
Hudock Inc
Pennsylvania
$216K -$1.12M -14,850 -84%
SAM
689
Sequent Asset Management
Texas
$216K
EWM
690
Evercore Wealth Management
New York
$216K +$1.52K +20 +0.7%
BIM
691
Baldwin Investment Management
Pennsylvania
$216K +$216K +2,855 New
QPWM
692
Quadrant Private Wealth Management
Pennsylvania
$214K +$606 +8 +0.3%
KFA
693
Kelleher Financial Advisors
New York
$213K
LIA
694
LBMC Investment Advisors
Tennessee
$212K -$4.32K -57 -2%
SAM
695
SignalPoint Asset Management
Missouri
$212K +$379 +5 +0.2%
MCP
696
Mirador Capital Partners
California
$211K -$463K -6,118 -69%
OIA
697
Optimum Investment Advisors
Illinois
$211K -$13K -172 -6%
SCM
698
Stellar Capital Management
Arizona
$211K +$211K +2,781 New
GT
699
Greenleaf Trust
Michigan
$209K -$3.92M -51,896 -95%
CCM
700
Coldstream Capital Management
Washington
$209K