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State Street Utilities Select Sector SPDR ETF
XLU

345 hedge funds and large institutions have $3.96B invested in State Street Utilities Select Sector SPDR ETF in 2013 Q2 according to their latest regulatory filings, with 345 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

148.46% more ownership

Funds ownership: 0% → 148.46% (+148%)

15% less call options, than puts

Call options by funds: $411M | Put options by funds: $484M

Holders
345
Holders Change
+345
Holders Change %
–
% of All Funds
11.26%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
345
Increased
–
Reduced
–
Closed
–
Calls
$411M
Puts
$484M
Net Calls
-$73.2M
Net Calls Change
-$73.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$333K +$347K +17,728 New
RCM
252
Rotella Capital Management
Washington
$331K +$345K +17,600 New
KA
253
Kovack Advisors
Florida
$328K +$342K +17,436 New
BIM
254
BlackRock Investment Management
Delaware
$325K +$338K +17,270 New
ST
255
Spot Trading
Illinois
$323K +$337K +17,184 New
SSWM
256
Sheets Smith Wealth Management
North Carolina
$301K +$314K +16,000 New
NG
257
NatWest Group
United Kingdom
$293K +$306K +15,590 New
VA
258
Valmark Advisers
Ohio
$291K +$303K +15,470 New
ST
259
Smithfield Trust
Pennsylvania
$288K +$300K +15,300 New
RJT
260
Raymond James Trust
Florida
$284K +$296K +15,080 New
GI
261
Glovista Investments
New Jersey
$278K +$290K +14,780 New
CCM
262
Catawba Capital Management
Virginia
$276K +$288K +14,670 New
IFA
263
Interactive Financial Advisors
Illinois
$262K +$273K +13,942 New
CCM
264
Compton Capital Management
Rhode Island
$258K +$268K +13,700 New
HNB
265
Huntington National Bank
Ohio
$258K +$269K +13,740 New
AHS
266
Aspiriant Holdings S3
California
$256K +$267K +13,620 New
Manulife (Manufacturers Life Insurance)
267
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K +$261K +13,320 New
WPC
268
White Pine Capital
Minnesota
$244K +$254K +12,980 New
RA
269
Rational Advisors
New York
$241K +$251K +12,800 New
MFIMFI
270
Mesirow Financial Investment Management - Fixed Income
Illinois
$241K +$251K +12,810 New
SSWM
271
Smith Salley Wealth Management
North Carolina
$239K +$249K +12,714 New
LCM
272
LVM Capital Management
Michigan
$238K +$248K +12,670 New
Luther King Capital Management (LKCM)
273
Luther King Capital Management (LKCM)
Texas
$235K +$245K +12,516 New
CL
274
CPWM LLC
Washington
$211K +$220K +11,210 New
DS
275
DRW Securities
Illinois
$211K +$220K +11,210 New
9 10
11
12 13

XLU Hedge Fund Activity: Q2 2013 in Review

345 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2013, worth a combined $3.96B.

Buyers outnumbered sellers: 345 funds opened new XLU positions and 0 closed out — a net gain of 345 holders — while 0 added to existing stakes and 0 trimmed.

  • 345 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.96B of State Street Utilities Select Sector SPDR ETF stock for Q2 2013.
  • 345 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2013 and 0 closed out, a net change of +345 holders.

Based on aggregated 13F filings for Q2 2013.