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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

534 hedge funds and large institutions have $6.26B invested in Utilities Select Sector SPDR Fund in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 210 reducing their positions, and 43 closing their positions.

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
14.27%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
58
Increased
177
Reduced
210
Closed
43
Calls
$818M
Puts
$1.23B
Net Calls
-$415M
Net Calls Change
+$320M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$969M
2
Citigroup
2
Citigroup
New York
$370M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$53.4M
4
CS
4
Credit Suisse
Switzerland
$210M
5
SG
5
Societe Generale
$41.9M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$549M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$170M
4
Goldman Sachs
4
Goldman Sachs
New York
$690M
5
LPL Financial
5
LPL Financial
California
$69M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
451
Sutton Wealth Advisors
Florida
$128K 2,447 – –
IWM
452
Integrated Wealth Management
California
$128K 2,432 -1,070 -31%
SJIM
453
St. Johns Investment Management
Florida
$125K 2,380 +280 +13%
WRM
454
Westport Resources Management
Connecticut
$121K 2,299 – –
BKA
455
Brick & Kyle Associates
Pennsylvania
$118K 2,250 – –
EDRS
456
Edmond de Rothschild (Suisse)
Switzerland
$118K 2,255 +2,255 New
SBL
457
Sargent Bickham Lagudis
Colorado
$115K 2,196 -130 -6%
IPC
458
Independent Portfolio Consultants
Florida
$112K 2,135 – –
WT
459
Whittier Trust
California
$112K 2,134 +439 +26%
AIM
460
Acropolis Investment Management
Missouri
$110K 2,100 – –
CFA
461
Carroll Financial Associates
North Carolina
$110K 2,098 +2,000 +2,041%
TWA
462
TCI Wealth Advisors
Arizona
$105K 2,000 – –
SNT
463
Security National Trust
West Virginia
$105K 2,000 – –
TIM
464
Tortoise Investment Management
New York
$104K 1,980 -500 -20%
CA
465
CapWealth Advisors
Tennessee
$98K 1,859 -200 -10%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$98K 1,875 – –
AC
467
Alexandria Capital
Virginia
$96K 1,826 +9 +0.5%
FWM
468
Focused Wealth Management
New York
$93K 1,773 -10 -0.6%
CFA
469
CT Financial Advisors
Pennsylvania
$90.3K 1,721 +6 +0.3%
TCOV
470
Trust Company of Vermont
Vermont
$88K 1,672 – –
PG
471
Patten Group
Tennessee
$80.5K 1,535 -177 -10%
GI
472
Gradient Investments
Minnesota
$80K 1,530 -323 -17%
Bessemer Group
473
Bessemer Group
New Jersey
$80K 1,531 +1,306 +580%
MA
474
MCF Advisors
Kentucky
$79K 1,500 +1,500 New
AIM
475
Advantage Investment Management
Iowa
$78K 1,493 +43 +3%
17 18
19
20 21