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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 %
EWA
701
EP Wealth Advisors
California
$205K +$205K +2,709 New
SG
702
StoneX Group
New York
$204K -$117K -1,547 -37%
SBSB
703
Sullivan, Bruyette, Speros & Blaney
Virginia
$203K +$203K +2,679 New
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$2.65K +35 +1%
LWM
705
Lenox Wealth Management
Ohio
$199K +$380 +5 +0.2%
FANJ
706
Financial Architects (New Jersey)
New Jersey
$192K +$378 +5 +0.2%
LPIC
707
LeJeune Puetz Investment Counsel
Michigan
$186K
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$185K +$98.7K +1,301 +114%
TWA
709
TCI Wealth Advisors
Arizona
$184K -$1.67K -22 -0.9%
MCM
710
MV Capital Management
Maryland
$182K -$950K -12,555 -84%
C
711
Cerebellum
California
$181K
RWA
712
River Wealth Advisors
Pennsylvania
$181K +$21.1K +278 +13%
AOWM
713
Alpha Omega Wealth Management
Virginia
$180K
JFA
714
JNBA Financial Advisors
Minnesota
$180K +$119K +1,570 +196%
WAM
715
Wealthspire Advisors (Maryland)
Maryland
$178K -$19.1K -252 -10%
CIM
716
Contravisory Investment Management
Massachusetts
$173K +$58.1K +768 +51%
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$172K -$5.52K -73 -3%
WAS
718
Winch Advisory Services
Wisconsin
$164K +$31.6K +418 +24%
AC
719
Avestar Capital
New York
$162K
RIA
720
RPG Investment Advisory
California
$161K +$7.58K +100 +5%
DBT
721
Dubuque Bank & Trust
Iowa
$160K +$146K +1,929 +1,066%
GP
722
Girard Partners
Pennsylvania
$158K +$158K +2,093 New
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$157K -$15.9K -210 -9%
GI
724
Gradient Investments
Minnesota
$152K +$35.1K +463 +30%
TFS
725
TrustCore Financial Services
Tennessee
$149K -$46.7K -616 -24%