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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
451
HBK Sorce Advisory
Pennsylvania
$470K – – –
CC
452
Courier Capital
New York
$469K – – –
BUB
453
BBVA USA Bancshares
Texas
$469K – – –
MYIA
454
Mount Yale Investment Advisors
Colorado
$469K +$34K +565 +8%
CA
455
Calton & Associates
Florida
$467K -$101K -1,694 -18%
GT
456
Greenleaf Trust
Michigan
$464K -$49.5K -830 -10%
FUBT
457
First United Bank & Trust
Maryland
$461K +$3.28K +55 +0.7%
Truist Financial
458
Truist Financial
North Carolina
$460K -$10K -168 -2%
GRP
459
Global Retirement Partners
California
$460K +$270K +4,523 +142%
MFW
460
Meristem Family Wealth
Minnesota
$452K – – –
NFP
461
Narus Financial Partners
Utah
$451K +$451K +7,558 New
PAS
462
Partnervest Advisory Services
California
$447K -$4.29K -72 -1%
SIAS
463
Shine Investment Advisory Services
Colorado
$435K +$435K +7,300 New
CA
464
Claro Advisors
Massachusetts
$434K +$83.5K +1,399 +24%
TNB
465
Thomasville National Bank
Georgia
$433K -$1.67K -28 -0.4%
PTC
466
Private Trust Company
Ohio
$420K +$180K +3,028 +75%
AWM
467
Avitas Wealth Management
California
$410K +$10.2K +171 +3%
CL
468
CIM LLC
New York
$410K +$63.5K +1,065 +18%
MA
469
MUFG Americas
New York
$409K -$62.9K -1,056 -13%
SWM
470
Segment Wealth Management
Texas
$407K – – –
WA
471
Wambolt & Associates
Colorado
$407K +$298 +5 +0.1%
JIC
472
Johnson Investment Counsel
Ohio
$401K +$31.2K +525 +8%
BCA
473
Bay Colony Advisors
Massachusetts
$401K +$34.6K +579 +9%
BBL
474
Beck Bode LLC
Massachusetts
$396K -$59.4K -996 -13%
BF
475
BOK Financial
Oklahoma
$395K -$12K -201 -3%
17 18
19
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