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Energy Select Sector SPDR Fund

897 hedge funds and large institutions have $9.29B invested in Energy Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 267 increasing their positions, 357 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+32
Holders Change %
+3.7%
% of All Funds
20.02%
Holding in Top 10
36
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-29.41%
% of All Funds
0.8%
New
191
Increased
267
Reduced
357
Closed
150
Calls
$1.58B
Puts
$1.81B
Net Calls
-$233M
Net Calls Change
+$415M
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
801
Sargent Bickham Lagudis
Colorado
$25K -$17.6K -309 -41%
AA
802
AlphaMark Advisors
Kentucky
$24K
AWM
803
Avondale Wealth Management
Texas
$24K
AWM
804
Aevitas Wealth Management
Massachusetts
$24K +$116 +2 +0.5%
POIA
805
Pin Oak Investment Advisors
Texas
$23K -$8.28K -144 -26%
FWM
806
Focused Wealth Management
New York
$23K +$171 +3 +0.7%
CWA
807
Clarus Wealth Advisors
Arizona
$23K +$225 +4 +1%
Rockefeller Capital Management
808
Rockefeller Capital Management
New York
$23K +$23K +405 New
AFIA
809
America First Investment Advisors
Nebraska
$21K
BDWM
810
Brewin Dolphin Wealth Management
Ireland
$20.1K
CI
811
CX Institutional
Indiana
$20K -$3.82M -67,635 -99%
ZB
812
Zions Bancorporation
Utah
$20K -$32.5K -569 -62%
MFBTD
813
MB Financial Bank - Trust Department
Illinois
$20K -$11.4K -200 -36%
HT
814
Heritage Trust
Oklahoma
$20K -$4.11K -73 -17%
KCM
815
Karp Capital Management
California
$20K +$20K +350 New
ADL
816
Asset Dedication LLC
California
$19K -$10.8K -180 -36%
JA
817
JOYN Advisors
Georgia
$19K +$115 +2 +0.6%
TODC
818
Trustees of Dartmouth College
New Hampshire
$19K +$19K +334 New
MFW
819
Mosaic Family Wealth
Missouri
$18K -$29.8K -530 -62%
VCM
820
Versant Capital Management
Arizona
$17K +$17K +300 New
YWP
821
YorkBridge Wealth Partners
New York
$16K
PCM
822
Princeton Capital Management
New Jersey
$15K -$33.6K -600 -69%
WAS
823
WESPAC Advisors SoCal
California
$15K
AF
824
Allworth Financial
California
$15K +$59 +1 +0.4%
CWM
825
Catamount Wealth Management
Connecticut
$15K +$4.24K +65 +39%