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Energy Select Sector SPDR Fund

849 hedge funds and large institutions have $11.8B invested in Energy Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 292 increasing their positions, 272 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+127
Holders Change %
+17.59%
% of All Funds
19.28%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
194
Increased
292
Reduced
272
Closed
63
Calls
$2.63B
Puts
$2.43B
Net Calls
+$203M
Net Calls Change
+$748M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
701
Optimum Investment Advisors
Illinois
$204K +$204K +2,822 New
MCP
702
Mirador Capital Partners
California
$204K +$204K +2,828 New
PSF
703
Pacific Sun Financial
California
$204K +$204K +2,828 New
KFA
704
Kelleher Financial Advisors
New York
$203K +$203K +2,816 New
TWA
705
TCI Wealth Advisors
Arizona
$198K +$6.15K +85 +3%
CB
706
Community Bank
New York
$197K +$107K +1,475 +119%
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$196K -$9.9K -137 -5%
BWA
708
BDO Wealth Advisors
Florida
$192K +$10.8K +150 +6%
PG
709
Patten Group
Tennessee
$186K -$361 -5 -0.2%
HR
710
Howe & Rusling
New York
$182K -$19.1K -265 -10%
LPIC
711
LeJeune Puetz Investment Counsel
Michigan
$177K
CLOS
712
Compagnie Lombard Odier SCmA
Switzerland
$174K -$973K -13,459 -85%
AOWM
713
Alpha Omega Wealth Management
Virginia
$171K -$50.4K -698 -23%
TFS
714
TrustCore Financial Services
Tennessee
$168K +$168K +2,327 New
DSC
715
Duncker Streett & Co
Missouri
$165K +$23.3K +323 +16%
CA
716
Calton & Associates
Florida
$162K +$162K +2,083 New
KPCM
717
Kings Point Capital Management
New York
$154K -$55.5K -769 -26%
RIA
718
RPG Investment Advisory
California
$154K +$58.8K +815 +62%
NEAM
719
New England Asset Management
Connecticut
$152K -$1.15M -15,900 -88%
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$151K
NSIM
721
North Star Investment Management
Illinois
$151K +$360 +5 +0.2%
TAT
722
TD Ameritrade Trust
Colorado
$148K +$899 +12 +0.6%
FHA
723
First Horizon Advisors
Tennessee
$147K -$4.81K -65 -3%
USGIU
724
U.S. Global Investors (USGI)
Texas
$137K +$137K +1,900 New
MCM
725
MV Capital Management
Maryland
$136K