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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 %
VFM
701
Vivid Financial Management
California
$566K +$566K +11,543 New
SA
702
Strategic Advisors
New York
$566K +$566K +11,551 New
CPA
703
Court Place Advisors
Maryland
$565K
PP
704
Patten & Patten
Tennessee
$563K -$11.8K -240 -2%
SIAG
705
Safeguard Investment Advisory Group
California
$562K -$21.9K -447 -4%
GIM
706
Goelzer Investment Management
Indiana
$559K -$48.9K -998 -8%
OIS
707
Okabena Investment Services
Minnesota
$556K
SFG
708
Sowa Financial Group
Rhode Island
$553K +$255K +5,203 +86%
MWPCG
709
Measured Wealth Private Client Group
New Hampshire
$552K +$120K +2,439 +28%
MAM
710
MMA Asset Management
Pennsylvania
$548K +$99.1K +2,020 +22%
BWM
711
Birchcreek Wealth Management
Ohio
$547K -$179K -3,660 -25%
CFP
712
Curran Financial Partners
South Carolina
$545K +$106K +2,171 +24%
FHC
713
First Horizon Corporation
Tennessee
$542K
FA
714
FDx Advisors
Illinois
$539K +$58.1K +1,185 +12%
YIA
715
YHB Investment Advisors
Connecticut
$537K -$97.9K -2,023 -15%
PG
716
Proffitt & Goodson
Tennessee
$535K -$19.9K -406 -4%
AWM
717
Aberdeen Wealth Management
Illinois
$531K
CWM
718
CIBC World Markets
New York
$530K +$530K +10,800 New
FWP
719
Firethorn Wealth Partners
Georgia
$529K +$529K +10,783 New
PFA
720
Pathway Financial Advisors
Vermont
$525K +$10.4K +200 +2%
SBH
721
Segall Bryant & Hamill
Illinois
$525K +$139K +2,833 +36%
NB
722
NBT Bank
New York
$524K +$50.4K +1,027 +11%
1IA
723
1834 Investment Advisors
Wisconsin
$522K +$49.1K +1,000 +10%
EWM
724
Endurance Wealth Management
Rhode Island
$518K -$186K -3,799 -26%
FTA
725
Financial & Tax Architects
Missouri
$518K +$518K +10,556 New