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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

457 hedge funds and large institutions have $5.65B invested in Utilities Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.

Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.19%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.77%
New
71
Increased
149
Reduced
165
Closed
67
Calls
$510M
Puts
$866M
Net Calls
-$355M
Net Calls Change
+$384M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$893M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$226M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
MAA
4
Managed Account Advisors
New Jersey
$242M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$75.9M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
CS
2
Credit Suisse
Switzerland
$145M
3
Morgan Stanley
3
Morgan Stanley
New York
$292M
4
Barclays
4
Barclays
United Kingdom
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
351
Kessler Investment Group
Indiana
$222K -$6.58K -148 -3%
SF
352
Synovus Financial
Georgia
$219K – – –
CTA
353
Chesley Taft & Associates
Illinois
$218K – – –
FNFDCM
354
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$213K – – –
EWM
355
Endurance Wealth Management
Rhode Island
$212K +$9.99K +225 +5%
CIBC World Market
356
CIBC World Market
Ontario, Canada
$211K +$211K +4,750 New
VFA
357
Voya Financial Advisors
Connecticut
$209K +$209K +4,704 New
LJAC
358
L.J. Altfest & Co
New York
$206K – – –
RCAG
359
Rehmann Capital Advisory Group
Michigan
$205K -$138K -3,100 -40%
BPC
360
Banque Pictet & Cie
Switzerland
$204K – – –
HNB
361
Huntington National Bank
Ohio
$202K +$39.2K +880 +24%
TIM
362
Tortoise Investment Management
New York
$193K -$29.6K -665 -13%
CPA
363
Cowen Prime Advisors
New York
$188K -$177 -4 -0.1%
FNBT
364
FineMark National Bank & Trust
Florida
$182K +$22.2K +500 +14%
CMBA
365
C.M. Bidwell & Associates
Hawaii
$181K -$1.78K -40 -1%
EWM
366
Evercore Wealth Management
New York
$178K +$178K +4,000 New
AF
367
Arrow Financial
New York
$177K +$10.2K +230 +6%
WTB
368
Washington Trust Bank
Washington
$163K -$225K -5,083 -58%
AIM
369
Advantage Investment Management
Iowa
$160K +$312 +7 +0.2%
IPC
370
Independent Portfolio Consultants
Florida
$159K -$51.7K -1,165 -25%
DADC
371
D.A. Davidson & Co
Montana
$153K +$24.5K +557 +19%
SFWA
372
Summit Financial Wealth Advisors
Louisiana
$146K +$60.6K +1,400 +71%
DSC
373
Duncker Streett & Co
Missouri
$143K +$267 +6 +0.2%
BAM
374
Bruderman Asset Management
New York
$134K +$134K +3,021 New
RIA
375
Regal Investment Advisors
Michigan
$116K +$47.9K +1,082 +70%
13 14
15
16 17