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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 %
DOA
1051
D'Orazio & Associates
Virginia
$109K
GI
1052
Gradient Investments
Minnesota
$109K +$10.1K +193 +10%
HWMA
1053
Heritage Wealth Management (Arizona)
Arizona
$105K +$27.8K +532 +36%
AIM
1054
Axiom Investment Management
New York
$104K
BWM
1055
Baystate Wealth Management
Massachusetts
$103K -$1.56K -30 -1%
WT
1056
Washington Trust
Rhode Island
$103K
WB
1057
Webster Bank
Connecticut
$102K
CCA
1058
Catalyst Capital Advisors
New York
$98K -$112K -2,150 -53%
TCM
1059
Tradewinds Capital Management
Washington
$98K -$1.2K -23 -1%
CA
1060
Clearstead Advisors
Ohio
$95K +$50.1K +965 +112%
SC
1061
Saltoro Capital
Texas
$94K +$94K +1,800 New
CI Investments Inc
1062
CI Investments Inc
Ontario, Canada
$94K +$94K +1,800 New
HFS
1063
Horizon Financial Services
North Carolina
$93K +$20.9K +401 +29%
TWA
1064
TCI Wealth Advisors
Arizona
$91K -$1.46K -28 -2%
GLLW
1065
Graves Light Lenhart Wealth
Virginia
$91K +$105 +2 +0.1%
PVH
1066
Psagot Value Holdings
Israel
$90K -$35.1K -674 -28%
OSAM
1067
O'Shaughnessy Asset Management
Connecticut
$88K
CBT
1068
Central Bank & Trust
Kentucky
$87K -$263K -5,048 -75%
TA
1069
Tectonic Advisors
Texas
$85K -$106K -2,030 -55%
KPCM
1070
Kings Point Capital Management
New York
$82K +$66.9K +1,281 +445%
MWC
1071
MBM Wealth Consultants
Missouri
$78K -$351K -6,746 -82%
SIM
1072
Sonora Investment Management
Arizona
$78K -$9.02K -174 -10%
LWCFA
1073
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K
CMBA
1074
C.M. Bidwell & Associates
Hawaii
$77K -$16.1K -309 -17%
COCM
1075
Charter Oak Capital Management
New Hampshire
$75K -$4.19K -80 -5%