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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 %
JMFC
126
J.M. Forbes & Co
Massachusetts
$10.4M +$10.4M +211,931 New
VC
127
Vestor Capital
Illinois
$10.4M +$10.4M +211,214 New
CC
128
Cadinha & Co
Hawaii
$10.3M +$10.3M +210,923 New
VWM
129
Venturi Wealth Management
Texas
$10.1M +$8.88M +181,015 +720%
N
130
Natixis
France
$10.1M -$38.5M -784,467 -79%
SWM
131
Segment Wealth Management
Texas
$10M +$3.6M +73,374 +56%
G
132
GenTrust
Florida
$9.96M +$9.96M +201,054 New
RWM
133
Rezny Wealth Management
Florida
$9.95M +$9.95M +202,761 New
AF
134
Alerus Financial
North Dakota
$9.94M +$2.32M +47,206 +30%
William Blair Investment Management
135
William Blair Investment Management
Illinois
$9.94M +$9.94M +202,600 New
V
136
Veritable
Delaware
$9.92M -$11.1M -225,426 -53%
MIAN
137
Mariner Independent Advisor Network
Kansas
$9.86M +$57.5K +1,171 +0.6%
UCFA
138
United Capital Financial Advisors
Texas
$9.8M +$691K +14,095 +8%
CCT
139
Chemung Canal Trust
New York
$9.79M +$2.04M +41,574 +26%
SCP
140
Stamos Capital Partners
California
$9.74M
TD Asset Management
141
TD Asset Management
Ontario, Canada
$9.67M -$9.13M -186,000 -49%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$9.66M +$393K +8,012 +4%
AAS
143
Avantax Advisory Services
Texas
$9.6M +$1.44M +29,383 +18%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.47M +$2.11M +43,076 +29%
WC
145
Whitney & Co
New York
$9.4M +$277K +5,642 +3%
UR
146
USCA RIA
Texas
$9.35M +$729K +14,865 +8%
LF
147
Lee Financial
Texas
$9.15M +$813K +16,580 +10%
ONB
148
Old National Bancorp
Indiana
$9.13M -$92.5K -1,886 -1%
I
149
INVST
Indiana
$9.12M +$9.12M +184,720 New
SAM
150
SP Asset Management
California
$9.05M -$139K -2,728 -2%