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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 %
SDWMA
526
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K – – –
ISL
527
Ingalls & Snyder LLC
New York
$234K -$116 -2 -0%
CTA
528
Chesley Taft & Associates
Illinois
$233K – – –
PTC
529
Private Trust Company
Ohio
$233K +$233K +4,018 New
PI
530
Parkside Investments
Illinois
$232K -$406K -7,000 -64%
PB
531
Pinnacle Bancorp
Nebraska
$231K – – –
ATC
532
Argent Trust Co
Tennessee
$229K -$29.7K -510 -11%
CAM
533
Cresset Asset Management
Illinois
$228K -$1.16K -20 -0.5%
FAT
534
First American Trust
California
$228K – – –
SBH
535
Segall Bryant & Hamill
Illinois
$228K +$228K +3,956 New
QCIG
536
Quad-Cities Investment Group
Iowa
$225K -$9.18K -158 -4%
SGK
537
Steigerwald Gordon & Koch
Virginia
$225K – – –
SJIM
538
St. Johns Investment Management
Florida
$225K +$4.54K +78 +2%
CIAS
539
Capital Investment Advisory Services
North Carolina
$224K -$257K -4,409 -53%
SWA
540
Stratos Wealth Advisors
Ohio
$222K -$12.1K -208 -5%
GG
541
Gofen & Glossberg
Illinois
$220K +$220K +3,783 New
BP
542
Ballentine Partners
Massachusetts
$219K -$130K -2,236 -37%
CG
543
Caprock Group
Idaho
$219K -$25.7K -441 -10%
CW
544
CreativeOne Wealth
Kansas
$215K +$215K +3,698 New
SSWM
545
Sheets Smith Wealth Management
North Carolina
$215K +$215K +3,700 New
AIP
546
Ahrens Investment Partners
Louisiana
$214K +$214K +3,680 New
RIM
547
Rampart Investment Management
Connecticut
$211K -$8.13K -140 -4%
ZB
548
Zions Bancorporation
Utah
$210K -$14.2K -244 -6%
B
549
Bailard
California
$208K +$208K +3,581 New
PMFA
550
Plante Moran Financial Advisors
Michigan
$207K +$43.2K +743 +26%
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