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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

506 hedge funds and large institutions have $6.16B invested in Utilities Select Sector SPDR Fund in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 106 increasing their positions, 214 reducing their positions, and 80 closing their positions.

Holders
506
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
12.67%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.53%
New
92
Increased
106
Reduced
214
Closed
80
Calls
$731M
Puts
$1.87B
Net Calls
-$1.14B
Net Calls Change
-$141M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$421M
2
CS
2
Credit Suisse
Switzerland
$318M
3
ERSOT
3
Employees Retirement System of Texas
Texas
$60.3M
4
MCM
4
Moore Capital Management
New York
$53.2M
5
HI
5
Honeywell International
North Carolina
$48.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
Citigroup
2
Citigroup
New York
$461M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$187M
4
Wells Fargo
4
Wells Fargo
California
$78.9M
5
LPL Financial
5
LPL Financial
California
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SQA
476
Simon Quick Advisors
New Jersey
$13K 259 +259 New
LWM
477
LBA Wealth Management
Florida
$12K 250 -790 -76%
KT
478
Kanaly Trust
Texas
$12K 240 – –
M
479
MOTCO
Texas
$12K 252 – –
WB
480
Webster Bank
Connecticut
$12K 250 +250 New
CAL
481
Capital Analysts LLC
Pennsylvania
$10K 200 – –
AF
482
Allworth Financial
California
$9K 189 -1,092 -85%
LNB
483
Ledyard National Bank
$9K 190 – –
CCM
484
Cribstone Capital Management
Maine
$9K 185 – –
MWM
485
MinichMacGregor Wealth Management
New York
$9K 200 – –
WIM
486
Westside Investment Management
California
$8.25K 170 +170 New
SFG
487
SevenBridge Financial Group
Pennsylvania
$7K 150 – –
AIP
488
Ameritas Investment Partners
Nebraska
$7K 155 +35 +29%
MCM
489
MV Capital Management
Maryland
$6K 120 -1,421 -92%
GBBWRPM
490
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K 105 -349 -77%
DPA
491
Delphi Private Advisors
California
$6K 114 +114 New
TAIM
492
TD Ameritrade Investment Management
Nebraska
$5K 96 -216,830 -100%
JCM
493
Jacobi Capital Management
Pennsylvania
$5K 100 – –
RFA
494
Reilly Financial Advisors
California
$5K 100 – –
GWS
495
Glassman Wealth Services
Virginia
$5K 104 – –
PCFFS
496
Pacific Center for Financial Services
California
$5K 100 +100 New
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$4K 91 +91 New
ATC
498
Adirondack Trust Company
New York
$3K 65 -102 -61%
VWM
499
Valley Wealth Managers
New Jersey
$3K 65 – –
GEA
500
Glen Eagle Advisors
New Jersey
$2.43K 50 +50 New
18 19
20
21 22