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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 %
HSA
426
HBK Sorce Advisory
Pennsylvania
$459K -$58 -1 -0%
Truist Financial
427
Truist Financial
North Carolina
$459K +$29.6K +509 +7%
BUB
428
BBVA USA Bancshares
Texas
$457K -$1.8K -31 -0.4%
CC
429
Courier Capital
New York
$457K – – –
SSG
430
Summit Securities Group
New York
$448K +$105K +1,800 +31%
FUBT
431
First United Bank & Trust
Maryland
$446K +$61.6K +1,060 +16%
BBL
432
Beck Bode LLC
Massachusetts
$444K -$34.8K -598 -7%
MFW
433
Meristem Family Wealth
Minnesota
$441K -$147K -2,519 -25%
PAS
434
Partnervest Advisory Services
California
$441K +$524 +9 +0.1%
IA
435
IFP Advisors
Florida
$438K -$9.36M -160,404 -96%
EVM
436
Evelyn V. Moreno
$431K – – –
GCMG
437
Gyroscope Capital Management Group
Florida
$430K +$105K +1,805 +32%
MWPCG
438
Measured Wealth Private Client Group
New Hampshire
$426K +$75.7K +1,300 +22%
TNB
439
Thomasville National Bank
Georgia
$424K +$2.1K +36 +0.5%
MYIA
440
Mount Yale Investment Advisors
Colorado
$420K -$4.77K -82 -1%
SWM
441
Segment Wealth Management
Texas
$397K – – –
BF
442
BOK Financial
Oklahoma
$397K +$7.56K +130 +2%
CWM
443
Chesapeake Wealth Management
Virginia
$395K +$5.59K +96 +1%
WA
444
Wambolt & Associates
Colorado
$394K +$347 +6 +0.1%
NIC
445
Northwest Investment Counselors
Oregon
$394K +$407 +7 +0.1%
AWM
446
Avitas Wealth Management
California
$390K +$1.34K +23 +0.3%
WI
447
WrapManager Inc
California
$386K -$157K -2,700 -29%
CWM
448
Cranbrook Wealth Management
Michigan
$379K +$379K +6,516 New
GFS
449
GYL Financial Synergies
Connecticut
$367K +$581 +10 +0.2%
AIC
450
Ameritas Investment Company
Nebraska
$361K -$701K -12,025 -66%
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