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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

388 hedge funds and large institutions have $6.57B invested in Utilities Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-16
Holders Change %
-3.96%
% of All Funds
11.27%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.46%
New
28
Increased
138
Reduced
159
Closed
43
Calls
$288M
Puts
$581M
Net Calls
-$292M
Net Calls Change
-$151M

Top Buyers

1
Citigroup
Citigroup
New York
+$156M
2
CS
Credit Suisse
Switzerland
+$122M
3
Goldman Sachs
Goldman Sachs
New York
+$119M
4
CA
Commerzbank Aktiengesellschaft
Germany
+$73.7M
5
MAA
Managed Account Advisors
New Jersey
+$48.7M

Top Sellers

1
EA
Euclid Advisors
Connecticut
-$516M
2
Bank of America
Bank of America
North Carolina
-$186M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$62.6M
4
Barclays
Barclays
United Kingdom
-$37.7M
5
AII
AGF Investments Inc
Ontario, Canada
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
226
Smart Portfolios LLC
Washington
$559K -$8.53M -201,788 -94%
OA
227
Outfitter Advisors
Virginia
$558K – – –
FFC
228
First Financial Corp
Indiana
$557K – – –
NES
229
New England Securities
New York
$555K +$34.5K +818 +7%
OIA
230
Optimum Investment Advisors
Illinois
$554K +$349 +8 +0.1%
BRWA
231
B. Riley Wealth Advisors
Florida
$551K -$599K -14,230 -52%
CCT
232
Country Club Trust
Missouri
$548K -$10.9K -260 -2%
CTC
233
Central Trust Company
Missouri
$546K +$53.6K +1,275 +11%
MBT
234
Montecito Bank & Trust
California
$539K -$252 -6 -0%
Mariner
235
Mariner
Kansas
$539K +$10.9K +260 +2%
PAS
236
Partnervest Advisory Services
California
$539K +$38.1K +907 +8%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$536K -$321K -7,644 -37%
Creative Planning
238
Creative Planning
Kansas
$528K -$19.3K -458 -4%
HTC
239
Haverford Trust Company
Pennsylvania
$518K – – –
DAS
240
Dynamic Advisor Solutions
Arizona
$514K -$65.8K -1,564 -11%
ALA
241
Atherton Lane Advisers
California
$514K -$15.5K -367 -3%
CIM
242
Contravisory Investment Management
Massachusetts
$506K +$506K +12,028 New
CWM
243
Concert Wealth Management
California
$499K -$733K -17,448 -60%
FNBOH
244
First National Bank of Hutchinson
Kansas
$489K – – –
SBWM
245
Sunflower Bank Wealth Management
Arizona
$479K +$19.7K +469 +4%
IFA
246
Interactive Financial Advisors
Illinois
$477K +$3.87K +92 +0.8%
EAM
247
Evanson Asset Management
California
$471K -$9.64K -229 -2%
Truist Financial
248
Truist Financial
North Carolina
$466K -$600K -14,255 -56%
CMBA
249
C.M. Bidwell & Associates
Hawaii
$462K -$258K -6,140 -36%
SI
250
SII Investments
Wisconsin
$459K +$228K +5,388 +99%
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