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Energy Select Sector SPDR Fund

1,539 hedge funds and large institutions have $59.7B invested in Energy Select Sector SPDR Fund in 2022 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 615 increasing their positions, 515 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
+164
Holders Change %
+11.93%
% of All Funds
24.36%
Holding in Top 10
109
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+84.75%
% of All Funds
1.72%
New
295
Increased
615
Reduced
515
Closed
113
Calls
$3.04B
Puts
$7.11B
Net Calls
-$4.07B
Net Calls Change
-$2.68B
Name Holding Trade Value Shares
Change
Shares
Change %
TA
951
TrueWealth Advisors
Alabama
$656K
SIAG
952
Safeguard Investment Advisory Group
California
$655K -$85.8K -1,123 -12%
H
953
HoyleCohen
California
$652K -$93.8K -1,228 -13%
PFSC
954
Peoples Financial Services Corp
Pennsylvania
$651K +$261K +3,415 +67%
ST
955
Spinnaker Trust
Maine
$649K +$15K +196 +2%
MWPCG
956
Measured Wealth Private Client Group
New Hampshire
$646K +$174K +2,272 +37%
ML
957
McAdam LLC
Pennsylvania
$645K +$229K +3,000 +55%
CIM
958
Contravisory Investment Management
Massachusetts
$641K +$10.4K +136 +2%
ATFA
959
All Terrain Financial Advisors
Minnesota
$633K +$37.8K +495 +6%
AWM
960
Atticus Wealth Management
Florida
$633K +$125K +1,636 +25%
TW
961
Transform Wealth
Colorado
$632K -$848K -11,104 -57%
WIC
962
Woodmont Investment Counsel
Tennessee
$631K
FCH
963
Freestone Capital Holdings
Washington
$630K +$630K +8,245 New
EIP
964
Ellis Investment Partners
Pennsylvania
$629K +$614K +8,034 +3,977%
HSA
965
HBK Sorce Advisory
Pennsylvania
$625K +$240K +3,143 +62%
FMWA
966
Forvis Mazars Wealth Advisors
Missouri
$621K +$621K +8,123 New
RBCM
967
Raub Brock Capital Management
California
$615K +$615K +8,040 New
Balyasny Asset Management
968
Balyasny Asset Management
Illinois
$613K -$18M -235,585 -97%
HVP
969
Hudson Value Partners
Florida
$613K +$11.5K +150 +2%
JE
970
JMAC Enterprises
Pennsylvania
$613K +$613K +8,017 New
SWM
971
SeaCrest Wealth Management
New York
$610K -$13.9K -182 -2%
CFCI
972
Comprehensive Financial Consultants Institutional
Indiana
$608K -$5.14K -62 -0.8%
BCA
973
Bay Colony Advisors
Massachusetts
$605K +$49.6K +649 +9%
HAS
974
HBW Advisory Services
California
$598K +$167K +2,188 +39%
SW
975
Simplicity Wealth
New Jersey
$597K -$1.09M -14,240 -65%