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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
226
American Portfolios Advisors
New York
$1.86M +$354K +6,093 +24%
SFS
227
Sowell Financial Services
Arkansas
$1.85M +$790K +13,588 +74%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$1.84M +$7.91K +136 +0.4%
AP
229
Appleton Partners
Massachusetts
$1.8M +$293K +5,031 +19%
ACP
230
Aveo Capital Partners
Colorado
$1.8M +$1.46M +25,120 +431%
BSB
231
Bangor Savings Bank
Maine
$1.77M +$239K +4,108 +16%
M&T Bank
232
M&T Bank
New York
$1.72M +$101K +1,728 +6%
CWM
233
CMH Wealth Management
New Hampshire
$1.71M +$1.45K +25 +0.1%
TTWM
234
TCV Trust & Wealth Management
Virginia
$1.69M -$581K -9,981 -26%
VWM
235
Venturi Wealth Management
Texas
$1.69M +$1.13M +19,589 +202%
PFO
236
Pathstone Family Office
New Jersey
$1.69M +$1.23M +21,195 +269%
WF
237
WealthTrust Fairport
Ohio
$1.68M +$15.2K +262 +0.9%
BAC
238
Boys Arnold & Co
North Carolina
$1.67M +$17.9K +307 +1%
IA
239
IFG Advisory
Georgia
$1.66M +$123K +2,120 +8%
SIM
240
SSI Investment Management
California
$1.66M -$5.76K -99 -0.3%
IIA
241
IPG Investment Advisors
California
$1.65M – – –
ACM
242
Ategra Capital Management
Virginia
$1.62M +$1.62M +27,882 New
IWM
243
IHT Wealth Management
Illinois
$1.6M +$18K +310 +1%
DLCIG
244
D.L. Carlson Investment Group
New Hampshire
$1.59M -$93.4K -1,606 -6%
TSS
245
Two Sigma Securities
New York
$1.59M -$439K -7,549 -22%
PG
246
Proffitt & Goodson
Tennessee
$1.57M -$3.61K -62 -0.2%
WCM
247
Windham Capital Management
Massachusetts
$1.56M +$1.56M +26,800 New
AF
248
Allworth Financial
California
$1.54M -$3.72K -64 -0.2%
WP
249
WealthShield Partners
North Carolina
$1.52M +$998K +17,155 +190%
LCH
250
Lee Capital Holdings
New York
$1.5M -$2.68M -46,079 -64%
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