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Energy Select Sector SPDR Fund

825 hedge funds and large institutions have $10.9B invested in Energy Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 326 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
-24
Holders Change %
-2.83%
% of All Funds
18.94%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
1.1%
New
102
Increased
297
Reduced
326
Closed
118
Calls
$1.73B
Puts
$1.77B
Net Calls
-$39.7M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
751
JFS Wealth Advisors
Pennsylvania
$16K -$462K -6,763 -97%
OAJ
752
Ogorek Anthony Joseph
New York
$16K
WWM
753
Willingdon Wealth Management
North Carolina
$16K +$4.88K +72 +44%
CAGAS
754
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +235 New
CLOS
755
Compagnie Lombard Odier SCmA
Switzerland
$14K -$152K -2,203 -92%
ME
756
McIlrath & Eck
Washington
$14K -$19.8K -284 -59%
VIA
757
Vantage Investment Advisors
Pennsylvania
$14K +$3.6K +52 +35%
RFWA
758
RPg Family Wealth Advisory
Massachusetts
$13.8K
WEC
759
Winslow Evans & Crocker
Massachusetts
$13.5K -$283K -4,196 -95%
SFG
760
SevenBridge Financial Group
Pennsylvania
$13K -$16.7K -255 -56%
MWM
761
MinichMacGregor Wealth Management
New York
$13K -$13.3K -200 -51%
OFW
762
Omnia Family Wealth
Florida
$13K -$1.69K -26 -12%
SIAP
763
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K
PRS
764
Pinkerton Retirement Specialists
Idaho
$13K
VCM
765
Virtue Capital Management
Tennessee
$13K +$13K +175 New
AIP
766
Ameritas Investment Partners
Nebraska
$12K -$628 -10 -5%
MFT
767
Moisand Fitzgerald Tamayo
Florida
$12K
DBT
768
Dubuque Bank & Trust
Iowa
$12K +$4.71K +71 +65%
AWA
769
Acorn Wealth Advisors
Michigan
$12K +$12K +166 New
PWM
770
Perigon Wealth Management
California
$11K
LWA
771
Lowe Wealth Advisors
Maryland
$10K
MCWS
772
McKinley Carter Wealth Services
West Virginia
$10K +$10K +143 New
TL
773
TrueWealth LLC
Georgia
$10K +$10K +145 New
RWP
774
RWA Wealth Partners
Massachusetts
$10K +$10K +155 New
MCM
775
MV Capital Management
Maryland
$9K -$118K -1,744 -93%