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State Street Energy Select Sector SPDR ETF

442 hedge funds and large institutions have $11.4B invested in State Street Energy Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 166 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $10.1B → $11.4B (+$1.31B)

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

1.47% more ownership

Funds ownership: 256.58%258.04% (+1.5%)

1% more funds holding

Funds holding: 439442 (+3)

4% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 166

44% less call options, than puts

Call options by funds: $807M | Put options by funds: $1.44B

Holders
442
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
12.77%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
1.1%
New
52
Increased
159
Reduced
166
Closed
47
Calls
$807M
Puts
$1.44B
Net Calls
-$630M
Net Calls Change
+$1.56B
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Brave Asset Management
New Jersey
$134K
SGC
377
South Georgia Capital
Illinois
$127K +$28K +650 +30%
EWM
378
Evercore Wealth Management
New York
$119K +$95.4K +2,212 +492%
NSIM
379
North Star Investment Management
Illinois
$115K +$111K +2,578 New
DSC
380
Duncker Streett & Co
Missouri
$114K +$173 +4 +0.2%
WRM
381
Westport Resources Management
Connecticut
$97K
CFA
382
Carroll Financial Associates
North Carolina
$95K +$5.61K +130 +7%
SFSIG
383
San Francisco Sentry Investment Group
California
$90K
OIA
384
Optimum Investment Advisors
Illinois
$89K
SSG
385
Summit Securities Group
New York
$89K +$25.9K +600 +43%
M
386
MOTCO
Texas
$88K
FWM
387
Focused Wealth Management
New York
$87K +$86 +2 +0.1%
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$83K
WOC
389
West Oak Capital
California
$66.3K +$19.4K +450 +43%
LFG
390
LifePlan Financial Group
Ohio
$66K
CAL
391
Capital Analysts LLC
Pennsylvania
$65.9K
JIC
392
Joel Isaacson & Co
New York
$64K
VIA
393
Vantage Investment Advisors
Pennsylvania
$63K
HI
394
Hudock Inc
Pennsylvania
$57K
FHA
395
First Horizon Advisors
Tennessee
$56K -$19.8K -460 -27%
TAT
396
TD Ameritrade Trust
Colorado
$55K -$51K -1,182 -49%
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$44K
RFA
398
Reilly Financial Advisors
California
$43K -$24.3K -564 -37%
LWM
399
LBA Wealth Management
Florida
$42K
GI
400
Gradient Investments
Minnesota
$42K +$51.8K +1,200 +126%