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Energy Select Sector SPDR Fund

967 hedge funds and large institutions have $7.6B invested in Energy Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 299 funds opening new positions, 353 increasing their positions, 235 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
+216
Holders Change %
+28.76%
% of All Funds
17.16%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
299
Increased
353
Reduced
235
Closed
72
Calls
$4.09B
Puts
$2.38B
Net Calls
+$1.72B
Net Calls Change
+$1.81B
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
851
Seaview Investment Managers
Florida
$37K +$75 +2 +0.2%
RIM
852
Rockbridge Investment Management
New York
$36K +$2.8K +74 +8%
APWA
853
Atlas Private Wealth Advisors
New Jersey
$35K -$2.29K -60 -6%
QCG
854
Quadrant Capital Group
Ohio
$34K +$2.81K +75 +9%
SMA
855
Sage Mountain Advisors
Georgia
$34K +$34K +890 New
LGA
856
Lebenthal Global Advisors
New York
$34K +$34K +900 New
AAP
857
Arax Advisory Partners
Colorado
$32K +$3.81K +100 +14%
HR
858
Howe & Rusling
New York
$32K +$25.3K +674 +374%
TCM
859
TD Capital Management
Tennessee
$31K -$13.7K -365 -31%
WT
860
Washington Trust
Rhode Island
$30K +$25.5K +662 +561%
GCM
861
Gables Capital Management
Florida
$29K
CAL
862
Capital Analysts LLC
Pennsylvania
$27K +$15.6K +419 +137%
AWG
863
Altus Wealth Group
Colorado
$27K +$27K +700 New
PWA
864
Phoenix Wealth Advisors
North Carolina
$27K +$27K +710 New
TAM
865
Townsend Asset Management
North Carolina
$26K -$19.2K -500 -42%
First Manhattan
866
First Manhattan
New York
$26K
HWM
867
HighMark Wealth Management
Minnesota
$26K +$38 +1 +0.1%
SFP
868
Sterling Financial Planning
New Jersey
$26K +$26K +686 New
HFA
869
Hoover Financial Advisors
Pennsylvania
$25K +$25K +571 New
JFA
870
JNBA Financial Advisors
Minnesota
$24K -$10.6K -275 -31%
AWM
871
Avior Wealth Management
Nebraska
$24K +$109 +3 +0.5%
LFG
872
Larson Financial Group
Missouri
$24K +$11.6K +303 +94%
CWP
873
Concord Wealth Partners
Virginia
$21K +$21K +548 New
BG
874
Bollard Group
Massachusetts
$20K -$28.5K -742 -59%
HS
875
Horan Securities
United States
$19K -$27.2K -729 -59%