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Energy Select Sector SPDR Fund

561 hedge funds and large institutions have $11.2B invested in Energy Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 219 increasing their positions, 122 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+109
Holders Change %
+24.12%
% of All Funds
14.97%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.77%
New
184
Increased
219
Reduced
122
Closed
67
Calls
$2.49B
Puts
$3.74B
Net Calls
-$1.25B
Net Calls Change
+$1.79B
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
501
Bessemer Group
New Jersey
$75K -$79.8K -1,000 -52%
KTC
502
Kistler-Tiffany Companies
Pennsylvania
$74K
AWM
503
AllSquare Wealth Management
New York
$73K +$73K +917 New
M
504
MOTCO
Texas
$70K
WOC
505
West Oak Capital
California
$68.9K
CAL
506
Capital Analysts LLC
Pennsylvania
$62.8K
GWA
507
Genesis Wealth Advisors
Massachusetts
$60.4K +$60.4K +747 New
RMAM
508
Raab & Moskowitz Asset Management
New Jersey
$60K +$60K +764 New
WTC
509
WhitTier Trust Company
Nevada
$59K +$59K +750 New
CCS
510
Crosspoint Capital Strategies
California
$59K +$59K +750 New
BRWM
511
B. Riley Wealth Management
Tennessee
$57K +$31.4K +400 +123%
JFA
512
JNBA Financial Advisors
Minnesota
$56K -$13.8K -175 -20%
FAM
513
Formidable Asset Management
Ohio
$53K +$47.5K +600 +857%
MAM
514
Meeder Asset Management
Ohio
$51K +$25.5K +320 +100%
CHP
515
Cable Hill Partners
Oregon
$51K +$51K +648 New
BAM
516
Brave Asset Management
New Jersey
$49K -$70.3K -884 -59%
FHA
517
First Horizon Advisors
Tennessee
$49K
LWCFA
518
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K +$47K +600 New
EWM
519
Edge Wealth Management
New York
$40K +$40K +500 New
ST
520
Smithfield Trust
Pennsylvania
$36K +$8.86K +112 +33%
First Manhattan
521
First Manhattan
New York
$35K +$79 +1 +0.2%
MA
522
MCF Advisors
Kentucky
$33K +$12K +151 +57%
FMB
523
Field & Main Bank
Kentucky
$32K
ASN
524
Advisory Services Network
Georgia
$28K -$178K -2,346 -86%
AFIA
525
America First Investment Advisors
Nebraska
$28K