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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 %
WA
976
Wealthstar Advisors
Texas
$237K +$41K +790 +21%
CA
977
CGN Advisors
Kansas
$237K +$237K +4,554 New
AAS
978
Annex Advisory Services
Wisconsin
$236K -$137K -2,629 -37%
SCG
979
Sonata Capital Group
Washington
$236K +$236K +4,532 New
JAWM
980
J. Arnold Wealth Management
Ohio
$235K -$473K -9,083 -67%
SAM
981
SignalPoint Asset Management
Missouri
$235K +$37.1K +714 +19%
MCWS
982
McKinley Carter Wealth Services
West Virginia
$232K +$156 +3 +0.1%
EWM
983
Executive Wealth Management
Michigan
$231K -$4.94K -95 -2%
BPM
984
Bowling Portfolio Management
Ohio
$229K
FWIA
985
Fort Washington Investment Advisors
Ohio
$229K +$5.22K +100 +2%
MWM
986
Modera Wealth Management
New Jersey
$228K -$24.5K -471 -10%
CFA
987
Carroll Financial Associates
North Carolina
$227K -$60.3K -1,159 -21%
B
988
Bridgeworth
Alabama
$227K
CMO
989
Covenant Multifamily Offices
Texas
$227K +$227K +4,129 New
GIA
990
Guyasuta Investment Advisors
Pennsylvania
$226K +$226K +4,330 New
PT
991
Plimoth Trust
Massachusetts
$225K -$17.2K -329 -7%
PMFA
992
Plante Moran Financial Advisors
Michigan
$225K +$159K +3,063 +242%
MG
993
Mather Group
Illinois
$224K -$12.4K -238 -5%
Credit Agricole
994
Credit Agricole
France
$223K -$4.9M -94,107 -96%
JFGIW
995
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K
IIC
996
Integrated Investment Consultants
Michigan
$221K +$221K +4,248 New
CCM
997
Ciovacco Capital Management
Georgia
$220K -$1.36M -26,168 -86%
EFS
998
Essex Financial Services
Connecticut
$220K +$21K +403 +11%
IIM
999
InTrack Investment Management
Vermont
$220K +$220K +3,765 New
RTS
1000
Round Table Services
New Jersey
$219K