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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

330 hedge funds and large institutions have $3.71B invested in Utilities Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 151 reducing their positions, and 52 closing their positions.

Holders
330
Holders Change
-15
Holders Change %
-4.35%
% of All Funds
10.7%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.42%
New
41
Increased
92
Reduced
151
Closed
52
Calls
$1.33B
Puts
$647M
Net Calls
+$686M
Net Calls Change
+$760M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$412M
2
Goldman Sachs
2
Goldman Sachs
New York
$508M
3
Bank of America
3
Bank of America
North Carolina
$436M
4
Morgan Stanley
4
Morgan Stanley
New York
$349M
5
CS
5
Credit Suisse
Switzerland
$81M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$140M
2
EA
2
Euclid Advisors
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$317M
5
Citigroup
5
Citigroup
New York
$86.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
251
Sheets Smith Wealth Management
North Carolina
$295K 7,900 -100 -1%
NG
252
NatWest Group
United Kingdom
$293K 7,845 +50 +0.6%
WS
253
Wedbush Securities
California
$271K 7,246 -3,211 -31%
CCM
254
Catawba Capital Management
Virginia
$271K 7,265 -70 -1%
ST
255
Smithfield Trust
Pennsylvania
$267K 7,150 -500 -7%
RJT
256
Raymond James Trust
Florida
$267K 7,157 -383 -5%
HNB
257
Huntington National Bank
Ohio
$262K 7,020 +150 +2%
CCM
258
Compton Capital Management
Rhode Island
$256K 6,850 – –
VAM
259
Visionary Asset Management
Texas
$250K 6,680 +6,680 New
LCM
260
LVM Capital Management
Michigan
$248K 6,635 +300 +5%
AHS
261
Aspiriant Holdings S3
California
$243K 6,490 -320 -5%
SSWM
262
Smith Salley Wealth Management
North Carolina
$243K 6,495 +138 +2%
MMLI
263
Massachusetts Mutual Life Insurance
Massachusetts
$233K 6,230 +6,230 New
GI
264
Gradient Investments
Minnesota
$227K 6,068 -4,007 -40%
OIA
265
Optimum Investment Advisors
Illinois
$226K 6,035 +6,035 New
DCM
266
Decade Capital Management
New York
$224K 6,000 +6,000 New
WPC
267
White Pine Capital
Minnesota
$223K 5,975 -515 -8%
CL
268
CPWM LLC
Washington
$211K 5,605 – –
CA
269
Cetera Advisors
Colorado
$206K 5,554 +174 +3%
PTC
270
Private Trust Company
Ohio
$184K 4,933 +965 +24%
BOK
271
Bank of Kentucky
Kentucky
$176K 4,723 +851 +22%
CA
272
CapWealth Advisors
Tennessee
$170K 4,549 -10 -0.2%
ACM
273
Antonetti Capital Management
Florida
$169K 4,527 +1,061 +31%
GC
274
Guggenheim Capital
Illinois
$147K 3,933 -252 -6%
GGPS
275
Gary Goldberg Planning Services
New York
$146K 3,920 -208 -5%
9 10
11
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