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State Street Utilities Select Sector SPDR ETF

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
CFS
301
Community Financial System
New York
$80K +$83K +4,236 New
SNT
302
Security National Trust
West Virginia
$77K +$80.4K +4,104 New
TWA
303
TCI Wealth Advisors
Arizona
$75K +$78.4K +4,000 New
WTC
304
WhitTier Trust Company
Nevada
$68K +$70.6K +3,600 New
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$67K +$69.6K +3,550 New
FHC
306
First Heartland Consultants
Missouri
$66K +$69.1K +3,524 New
TFA
307
Transamerica Financial Advisors
Florida
$64K +$65.8K +3,360 New
PMFA
308
Plante Moran Financial Advisors
Michigan
$64K +$66.8K +3,408 New
ECAM
309
East Coast Asset Management
Massachusetts
$59K +$61.9K +3,158 New
RIA
310
Regal Investment Advisors
Michigan
$58K +$60K +3,064 New
KTC
311
Kistler-Tiffany Companies
Pennsylvania
$51K +$53K +2,704 New
PAS
312
Partnervest Advisory Services
California
$47K +$48.6K +2,482 New
AC
313
Alexandria Capital
Virginia
$37K +$38.7K +1,976 New
ATC
314
Adirondack Trust Company
New York
$31K +$31.9K +1,630 New
QBFM
315
QS Batterymarch Financial Management
New York
$28K +$29.2K +1,488 New
SHWM
316
Smith & Howard Wealth Management
Georgia
$27K +$28.3K +1,444 New
LBG
317
Lloyds Banking Group
United Kingdom
$26K +$27.2K +1,388 New
LNB
318
Ledyard National Bank
$21K +$21.9K +1,120 New
MAS
319
Madden Advisory Services
Florida
$21K +$22.1K +1,128 New
AFS
320
Aft Forsyth & Sober
Florida
$20K +$20.4K +1,040 New
AWMS
321
Advocacy Wealth Management Services
Georgia
$19K +$19.7K +1,006 New
BC
322
Bartlett & Co
Ohio
$19K +$19.8K +1,008 New
BFEC
323
Benjamin F. Edwards & Company
Missouri
$18K +$18.8K +958 New
LFG
324
LifePlan Financial Group
Ohio
$17K +$17.9K +912 New
Bessemer Group
325
Bessemer Group
New Jersey
$16K +$16.7K +850 New

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.