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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 %
SFA
301
Sequoia Financial Advisors
Ohio
$1.16M -$105K -1,808 -8%
COI
302
Capital One Investing
Virginia
$1.13M +$143K +2,457 +14%
MA
303
Montag & Associates
Georgia
$1.13M +$785K +13,488 +227%
SC
304
Scotia Capital
Ontario, Canada
$1.12M +$436K +7,497 +64%
Verition Fund Management
305
Verition Fund Management
Connecticut
$1.12M +$1.12M +19,270 New
HCP
306
Holt Capital Partners
Texas
$1.09M -$37.8K -650 -3%
DBRC
307
D.B. Root & Company
Pennsylvania
$1.06M -$202K -3,470 -16%
CASB
308
Cape Ann Savings Bank
Massachusetts
$1.06M -$1.45K -25 -0.1%
RJT
309
Raymond James Trust
Florida
$1.05M +$53.2K +914 +5%
1SB
310
1ST Source Bank
Indiana
$1.05M – – –
EVM
311
Eaton Vance Management
Massachusetts
$1.04M -$4.36K -75 -0.4%
SB
312
Simmons Bank
Arkansas
$1.03M +$18.8K +324 +2%
BOS
313
Bingham Osborn & Scarborough
California
$1.02M – – –
FAM
314
Foothills Asset Management
Arizona
$1.01M -$17K -293 -2%
TAS
315
TIFF Advisory Services
Pennsylvania
$1M +$1M +17,224 New
FIM
316
Freedom Investment Management
Connecticut
$993K +$224K +3,849 +29%
BRWM
317
B. Riley Wealth Management
Tennessee
$991K +$991K +17,033 New
PCM
318
Prelude Capital Management
New York
$983K +$983K +16,893 New
SCA
319
Stillwater Capital Advisors
Pennsylvania
$977K -$10.1K -174 -1%
TSWM
320
Triangle Securities Wealth Management
North Carolina
$975K -$28.2K -485 -3%
VF
321
Virtu Financial
New York
$973K -$6.27M -107,718 -87%
WA
322
WESPAC Advisors
California
$970K +$2.67K +46 +0.3%
AIM
323
Aspen Investment Management
Michigan
$956K +$464K +7,985 +94%
MIC
324
Meridian Investment Counsel
California
$940K -$2.91K -50 -0.3%
SC
325
Solstein Capital
California
$931K +$140K +2,400 +18%
11 12
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