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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 %
FAT
551
First American Trust
California
$253K +$20K +336 +9%
EWM
552
Endurance Wealth Management
Rhode Island
$252K +$50.6K +850 +25%
MC
553
Mathes Company
New York
$250K -$29.8K -500 -11%
CT
554
Coastline Trust
Rhode Island
$250K -$11.6K -195 -4%
KIG
555
Kessler Investment Group
Indiana
$250K -$10.5K -176 -4%
WP
556
WMS Partners
Maryland
$248K +$248K +4,165 New
CWA
557
Clarus Wealth Advisors
Arizona
$246K +$246K +4,132 New
SDWMA
558
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K – – –
AGM
559
Alpine Global Management
New York
$244K +$244K +4,087 New
ACI
560
Alpha Cubed Investments
California
$244K +$244K +4,088 New
WIC
561
Whitegate Investment Counselors
New Hampshire
$242K -$12K -200 -5%
RSWM
562
Robertson Stephens Wealth Management
California
$241K -$115K -1,927 -32%
ISL
563
Ingalls & Snyder LLC
New York
$240K – – –
CTA
564
Chesley Taft & Associates
Illinois
$239K – – –
SJIM
565
St. Johns Investment Management
Florida
$239K +$8.19K +137 +4%
LJAC
566
L.J. Altfest & Co
New York
$236K -$9.62K -161 -4%
CAM
567
Cresset Asset Management
Illinois
$234K – – –
FCFC
568
First Commonwealth Financial Corp
Pennsylvania
$233K +$233K +3,906 New
SWA
569
Stratos Wealth Advisors
Ohio
$231K +$2.99K +50 +1%
SFM
570
Signet Financial Management
New Jersey
$231K +$231K +3,852 New
SS
571
Sunbelt Securities
Texas
$229K +$229K +3,848 New
WP
572
WealthSource Partners
California
$228K +$228K +3,828 New
RGNCM
573
R.G. Niederhoffer Capital Management
New York
$227K +$227K +3,800 New
GG
574
Gofen & Glossberg
Illinois
$226K – – –
APP
575
Avantax Planning Partners
Iowa
$223K +$9.24K +152 +4%
21 22
23
24 25