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Energy Select Sector SPDR Fund

1,222 hedge funds and large institutions have $52.2B invested in Energy Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 514 increasing their positions, 435 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
-32
Holders Change %
-2.55%
% of All Funds
21.46%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
0.81%
New
130
Increased
514
Reduced
435
Closed
142
Calls
$6.3B
Puts
$5.78B
Net Calls
+$517M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
776
Fort Point Capital Partners
California
$487K +$74.2K +1,425 +18%
ECG
777
EPIQ Capital Group
California
$485K +$171K +3,283 +54%
TW
778
Transform Wealth
Colorado
$483K -$1.37M -26,358 -74%
GT
779
Glenview Trust
Kentucky
$483K
WPWM
780
Windward Private Wealth Management
Kansas
$483K
GSWM
781
Golden State Wealth Management
California
$482K +$9.06K +174 +2%
BCP
782
Berkeley Capital Partners
Georgia
$481K +$481K +9,234 New
EWM
783
Endurance Wealth Management
Rhode Island
$480K -$137K -2,623 -22%
TCM
784
Towercrest Capital Management
Pennsylvania
$480K
SFG
785
Summit Financial Group
West Virginia
$479K +$4.43K +85 +0.9%
CGIM
786
Cannon Global Investment Management
Florida
$479K +$479K +9,200 New
MFG
787
Menard Financial Group
Texas
$478K +$41.4K +795 +9%
BFA
788
Beacon Financial Advisory
Ohio
$471K +$39.1K +750 +9%
RBFC
789
Roman Butler Fullerton & Co
Missouri
$469K
AMIM
790
Aull & Monroe Investment Management
Alabama
$469K +$12.8K +245 +3%
CTI
791
Community Trust & Investment
Kentucky
$468K
PCM
792
Prelude Capital Management
New York
$464K -$2.17M -41,594 -82%
JF
793
JSF Financial
California
$463K +$68.1K +1,307 +17%
PA
794
Procyon Advisors
Connecticut
$463K +$179K +3,440 +63%
FT
795
Fiduciary Trust
Massachusetts
$462K +$47.6K +913 +11%
CC
796
Cedar Capital
Illinois
$461K -$50.7K -974 -10%
EP
797
Edgestream Partners
New Jersey
$461K +$461K +8,857 New
WP
798
WealthPLAN Partners
Nebraska
$460K -$8.35K -146 -2%
MIM
799
Marco Investment Management
Georgia
$460K
TFA
800
Teamwork Financial Advisors
Texas
$460K +$180K +3,457 +64%