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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

345 hedge funds and large institutions have $3.96B invested in Utilities Select Sector SPDR Fund in 2013 Q2 according to their latest regulatory filings, with 345 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
345
Holders Change
+345
Holders Change %
–
% of All Funds
11.26%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
345
Increased
–
Reduced
–
Closed
–
Calls
$411M
Puts
$484M
Net Calls
-$73.2M
Net Calls Change
-$73.2M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$392M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$376M
3
CA
3
Commerzbank Aktiengesellschaft
Germany
$367M
4
Bank of America
4
Bank of America
North Carolina
$358M
5
Morgan Stanley
5
Morgan Stanley
New York
$276M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
Strategic Wealth Management
Washington
$6.25M 166,222 +166,222 New
Edgewood Management
52
Edgewood Management
Connecticut
$6.05M 160,755 +160,755 New
B
53
Baird
Wisconsin
$5.99M 159,294 +159,294 New
AIM
54
Assured Investment Management
New York
$5.84M 155,067 +155,067 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.5M 146,252 +146,252 New
MFBTD
56
MB Financial Bank - Trust Department
Illinois
$5.43M 144,167 +144,167 New
UCFA
57
United Capital Financial Advisors
Texas
$5.37M 142,609 +142,609 New
FAAM
58
First Allied Asset Management
California
$5.23M 137,447 +137,447 New
RJA
59
Raymond James & Associates
Florida
$5.19M 137,794 +137,794 New
FAAS
60
First Allied Advisory Services
California
$5.14M 135,307 +135,307 New
GT
61
Glenmede Trust
Pennsylvania
$5.03M 133,698 +133,698 New
NCM
62
Nelson Capital Management
California
$4.98M 132,316 +132,316 New
DA
63
DSC Advisors
Illinois
$4.93M 131,000 +131,000 New
UF
64
Univest Financial
Pennsylvania
$4.76M 126,481 +126,481 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$4.67M 124,200 +124,200 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$4.67M 124,018 +124,018 New
BB
67
Busey Bank
Illinois
$4.58M 121,842 +121,842 New
NB
68
NBT Bank
New York
$4.53M 120,253 +120,253 New
MIM
69
Macroview Investment Management
Maryland
$4.32M 114,853 +114,853 New
AIG
70
American International Group
New York
$4.02M 106,747 +106,747 New
CFB
71
Cullen/Frost Bankers
Texas
$4M 106,228 +106,228 New
MPM
72
Meritage Portfolio Management
Kansas
$3.99M 106,100 +106,100 New
UAS
73
United Asset Strategies
New York
$3.9M 103,534 +103,534 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.87M 102,886 +102,886 New
QIM
75
Quest Investment Management
Oregon
$3.77M 100,140 +100,140 New
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3
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