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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 %
BBPWM
801
Blue Bell Private Wealth Management
Pennsylvania
$23K
YWP
802
YorkBridge Wealth Partners
New York
$22K -$19.6K -250 -47%
PGWM
803
Parisi Gray Wealth Management
New Jersey
$22K -$1.09K -14 -5%
VNA
804
Valley National Advisers
Pennsylvania
$21K +$20.6K +269 +5,380%
WAS
805
WESPAC Advisors SoCal
California
$20K +$20K +275 New
DPA
806
Delphi Private Advisors
California
$19K -$2.88K -38 -13%
TC
807
Trust Company
Kansas
$19K
AF
808
Allworth Financial
California
$19K +$1.04K +14 +6%
CAGAS
809
Capital Advisory Group Advisory Services
Minnesota
$18K -$15.4K -201 -46%
OAJ
810
Ogorek Anthony Joseph
New York
$18K
TC
811
Trilogy Capital
California
$18K +$6.97K +91 +63%
BWP
812
Baldwin Wealth Partners
Massachusetts
$18K +$18K +240 New
RFA
813
Reilly Financial Advisors
California
$17K
VRM
814
Vectors Research Management
New York
$16K +$16K +213 New
BRC
815
Bell Rock Capital
Delaware
$15K -$11.9K -155 -44%
SFG
816
SevenBridge Financial Group
Pennsylvania
$15K
JWA
817
JFS Wealth Advisors
Pennsylvania
$15K
VIA
818
Vantage Investment Advisors
Pennsylvania
$15K
CLOS
819
Compagnie Lombard Odier SCmA
Switzerland
$15K
OFW
820
Omnia Family Wealth
Florida
$15K
MWM
821
MinichMacGregor Wealth Management
New York
$14K -$132K -1,841 -90%
AIP
822
Ameritas Investment Partners
Nebraska
$14K
TCM
823
TD Capital Management
Tennessee
$14K +$14K +180 New
BFC
824
Bedel Financial Consulting
Indiana
$13K +$909 +13 +8%
CWM
825
Catamount Wealth Management
Connecticut
$12K -$40.4K -555 -77%