XLE icon

Energy Select Sector SPDR Fund

1,138 hedge funds and large institutions have $13B invested in Energy Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 473 increasing their positions, 287 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+171
Holders Change %
+17.68%
% of All Funds
20.04%
Holding in Top 10
55
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+103.7%
% of All Funds
0.97%
New
275
Increased
473
Reduced
287
Closed
95
Calls
$7.41B
Puts
$4.22B
Net Calls
+$3.2B
Net Calls Change
+$1.48B
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
1101
Providence Capital Advisors
North Carolina
$4K
MLFP
1102
MPS Loria Financial Planners
Illinois
$4K
LS
1103
Leelyn Smith
Illinois
$4K
BAM
1104
Bellevue Asset Management
Washington
$4K
SQA
1105
Simon Quick Advisors
New Jersey
$4K +$40 +1 +1%
WP
1106
WealthShield Partners
North Carolina
$4K +$4K +77 New
TF
1107
TimeScale Financial
Massachusetts
$4K +$4K +84 New
FA
1108
Financial Advantage
Maryland
$4K +$4K +94 New
JWA
1109
JFS Wealth Advisors
Pennsylvania
$3K +$3K +69 New
HR
1110
Howe & Rusling
New York
$2K -$36.8K -810 -95%
BWL
1111
Bogart Wealth LLC
Virginia
$2K -$10.1K -208 -84%
GTAM
1112
Global Trust Asset Management
Florida
$2K
MIM
1113
Macroview Investment Management
Maryland
$2K
BC
1114
Bartlett & Co
Ohio
$2K
BC
1115
Belmont Capital
California
$2K
VCM
1116
Versant Capital Management
Arizona
$2K
WOC
1117
West Oak Capital
California
$2K +$2K +40 New
HI
1118
Hoey Investments
Pennsylvania
$2K +$2K +43 New
BCWM
1119
Bartlett & Co Wealth Management
Ohio
$1.72K
FI
1120
FormulaFolio Investments
Michigan
$1K -$944K -23,591 -100%
CWA
1121
Carolina Wealth Advisors
South Carolina
$1K -$471 -8 -32%
IWP
1122
IAG Wealth Partners
Wisconsin
$1K
IWMA
1123
Ironwood Wealth Management (Arizona)
Arizona
$1K
PP
1124
Pacifica Partners
Canada
$1K
CA
1125
Crewe Advisors
Utah
$1K +$412 +7 +70%