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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 %
WCM
951
WealthBridge Capital Management
Ohio
$262K -$191K -3,668 -42%
PIA
952
Pinion Investment Advisors
Kansas
$262K +$1.04K +20 +0.4%
BWA
953
BlueSky Wealth Advisors
North Carolina
$260K
SIC
954
Schwartz Investment Counsel
Michigan
$260K
KFP
955
KMG Fiduciary Partners
Ohio
$260K
ICP
956
Interchange Capital Partners
Pennsylvania
$259K +$29.4K +566 +13%
OBWG
957
Onyx Bridge Wealth Group
New York
$259K +$259K +4,510 New
ML
958
McAdam LLC
Pennsylvania
$256K +$38.7K +742 +18%
1WA
959
180 Wealth Advisors
Washington
$254K +$14.6K +255 +6%
MMG
960
Monetary Management Group
Missouri
$252K -$177K -3,400 -41%
KJHP
961
K.J. Harrison & Partners
Ontario, Canada
$251K -$419K -8,000 -63%
BFG
962
Bouchey Financial Group
New York
$251K
HSA
963
HBK Sorce Advisory
Pennsylvania
$250K +$7.19K +138 +3%
TC
964
Tatro Capital
Kentucky
$250K +$21.3K +408 +9%
AWA
965
Arete Wealth Advisors
Illinois
$250K +$250K +4,749 New
LL
966
LPWM LLC
Minnesota
$249K +$11.6K +215 +5%
PGAM
967
Princeton Global Asset Management
New Jersey
$247K
CWA
968
Centennial Wealth Advisory
Michigan
$247K +$34.3K +658 +16%
SFP
969
Shepherd Financial Partners
Massachusetts
$246K +$1.25K +24 +0.5%
PFSC
970
Peoples Financial Services Corp
Pennsylvania
$245K -$40.3K -773 -14%
NWM
971
Northwest Wealth Management
Iowa
$245K +$104 +2 +0%
HCM
972
Hengehold Capital Management
Ohio
$245K +$2.92K +56 +1%
ISB
973
Iowa State Bank
Iowa
$241K -$33.4K -641 -12%
ATC
974
Argent Trust Co
Tennessee
$238K +$26.3K +505 +12%
ECG
975
Edge Capital Group
Georgia
$238K +$238K +4,570 New