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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 %
PWM
726
Perigon Wealth Management
California
$517K +$131K +2,679 +34%
FNT
727
First National Trust
Pennsylvania
$516K +$36K +735 +8%
PAM
728
Private Asset Management
California
$515K -$370K -7,539 -42%
AWM
729
Altavista Wealth Management
North Carolina
$504K -$7.36K -150 -1%
RCM
730
Regency Capital Management
Hawaii
$503K +$503K +10,245 New
ABC
731
Associated Banc-Corp
Wisconsin
$500K -$1.82M -62,696 -78%
NHC
732
Nicholas Hoffman & Company
Georgia
$499K +$41.5K +846 +9%
FSA
733
Financial Sense Advisors
California
$497K +$497K +10,122 New
PAM
734
Palisade Asset Management
Minnesota
$496K -$660K -13,445 -57%
PP
735
Peconic Partners
New York
$491K +$491K +10,000 New
B
736
Bailard
California
$490K -$87.4K -1,782 -15%
WPWM
737
Windward Private Wealth Management
Kansas
$484K -$221K -4,498 -31%
DIA
738
Dana Investment Advisors
Wisconsin
$482K +$482K +9,816 New
NFP
739
Narus Financial Partners
Utah
$480K +$480K +9,787 New
SG
740
Somerset Group
Minnesota
$478K
CIC
741
Carnegie Investment Counsel
Ohio
$477K +$152K +3,090 +47%
CC
742
Cedar Capital
Illinois
$475K -$144K -2,928 -23%
MAS
743
Managed Account Services
Florida
$472K +$209K +4,265 +80%
LWP
744
Lumature Wealth Partners
Georgia
$471K +$58.1K +1,185 +14%
SW
745
SlateStone Wealth
Florida
$469K +$469K +9,566 New
CAG
746
Csenge Advisory Group
Florida
$469K +$469K +9,731 New
TI
747
tru Independence
Oregon
$468K +$169K +3,382 +56%
CWM
748
Chesapeake Wealth Management
Virginia
$463K -$1.18K -24 -0.3%
FDCDDQ
749
Federation des caisses Desjardins du Quebec
Quebec, Canada
$462K +$180K +3,673 +64%
IA
750
IFG Advisory
Georgia
$461K +$34.3K +700 +8%