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Energy Select Sector SPDR Fund

967 hedge funds and large institutions have $7.6B invested in Energy Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 299 funds opening new positions, 353 increasing their positions, 235 reducing their positions, and 72 closing their positions.

Holders
967
Holders Change
+216
Holders Change %
+28.76%
% of All Funds
17.16%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
299
Increased
353
Reduced
235
Closed
72
Calls
$4.09B
Puts
$2.38B
Net Calls
+$1.72B
Net Calls Change
+$1.81B
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
151
Loudon Investment Management
New Hampshire
$5.18M +$1.67M +12,826 +48%
WAOI
152
Wealth Advisors of Iowa
Iowa
$5.01M +$5.01M +132,121 New
MD
153
Money Design
Japan
$5.01M -$208K -5,453 -4%
SWM
154
Segment Wealth Management
Texas
$4.97M +$4.97M +131,126 New
CW
155
CreativeOne Wealth
Kansas
$4.91M +$2.99M +78,955 +156%
SS
156
Simplicity Solutions
Minnesota
$4.9M +$1.46M +38,609 +43%
WA
157
WP Advisors
California
$4.84M +$721K +19,031 +18%
SPC
158
Sigma Planning Corp
Michigan
$4.84M +$1.1M +28,978 +29%
RCM
159
RNC Capital Management
California
$4.79M +$4.79M +126,416 New
PWAC
160
Private Wealth Advisors (California)
California
$4.77M +$1.52M +35,119 +47%
TAM
161
Trust Asset Management
Texas
$4.72M +$1.08M +28,417 +30%
SCM
162
SOL Capital Management
Maryland
$4.7M +$855K +22,550 +22%
MWM
163
Moulton Wealth Management
Washington
$4.65M +$4.65M +110,631 New
Canada Pension Plan Investment Board
164
Canada Pension Plan Investment Board
Ontario, Canada
$4.62M
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$4.62M +$3.29M +86,914 +249%
WG
166
Winton Group
United Kingdom
$4.6M -$5.2M -137,094 -53%
FWP
167
Falcon Wealth Planning
California
$4.6M +$4.6M +121,322 New
UF
168
Univest Financial
Pennsylvania
$4.57M -$1.41M -37,213 -24%
DY
169
Dowling & Yahnke
California
$4.57M -$838K -22,120 -16%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$4.49M +$1.41M +37,146 +46%
PIN
171
Prudent Investors Network
California
$4.42M +$115K +3,038 +3%
Simplex Trading
172
Simplex Trading
Illinois
$4.38M +$3.18M +83,947 +265%
Creative Planning
173
Creative Planning
Kansas
$4.36M -$261K -6,894 -6%
BBVA
174
Banco Bilbao Vizcaya Argentaria
Spain
$4.34M +$1.26M +33,193 +41%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$4.3M -$1.78M -46,895 -29%