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State Street Utilities Select Sector SPDR ETF
XLU

345 hedge funds and large institutions have $3.96B invested in State Street Utilities Select Sector SPDR ETF 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.

New
Increased
Maintained
Reduced
Closed

148.46% more ownership

Funds ownership: 0% → 148.46% (+148%)

15% less call options, than puts

Call options by funds: $411M | Put options by funds: $484M

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BII
76
Bainco International Investors
Massachusetts
$3.72M +$3.87M +197,580 New
SSB
77
Sandy Spring Bank
Maryland
$3.68M +$3.83M +195,654 New
DY
78
Dowling & Yahnke
California
$3.58M +$3.73M +190,540 New
MSU
79
Maple Securities USA
New Jersey
$3.52M +$3.66M +186,800 New
MCM
80
Manchester Capital Management
Vermont
$3.5M +$3.65M +186,192 New
FFBTD
81
First Financial Bank - Trust Division
Ohio
$3.45M +$3.59M +183,278 New
GEM
82
Global Endowment Management
North Carolina
$3.31M +$3.45M +176,132 New
MFS
83
MSI Financial Services
Massachusetts
$3.25M +$3.39M +172,986 New
GH
84
GAM Holding
Switzerland
$3.2M +$3.33M +170,000 New
VF
85
Virtu Financial
New York
$3.18M +$3.31M +168,986 New
William Blair & Company
86
William Blair & Company
Illinois
$3.14M +$3.27M +166,944 New
LFM
87
Lumina Fund Management
New York
$3.13M +$3.26M +166,400 New
MBT
88
Monroe Bank & Trust
Michigan
$2.91M +$3.03M +154,606 New
AIM
89
Acropolis Investment Management
Missouri
$2.86M +$2.98M +151,860 New
IT
90
Investors Trust
Texas
$2.83M +$2.95M +150,536 New
MLM
91
Mount Lucas Management
Pennsylvania
$2.65M +$2.76M +140,880 New
TAIM
92
TD Ameritrade Investment Management
Nebraska
$2.6M +$2.71M +138,054 New
RFC
93
Russell Frank Company
Washington
$2.59M +$2.7M +137,860 New
TFA
94
Toth Financial Advisory
Virginia
$2.56M +$2.67M +136,192 New
WA
95
WFG Advisors
Texas
$2.52M +$2.63M +134,096 New
B
96
Barings
North Carolina
$2.49M +$2.59M +132,400 New
ICMC
97
Intrepid Capital Management (Connecticut)
Connecticut
$2.37M +$2.47M +126,000 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$2.47M +125,790 New
SBWM
99
Sunflower Bank Wealth Management
Arizona
$2.35M +$2.45M +124,868 New
CP
100
Cinque Partners
California
$2.33M +$2.43M +124,052 New
2 3
4
5 6

XLU Hedge Fund Activity: Q2 2013 in Review

345 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2013, worth a combined $3.96B.

Buyers outnumbered sellers: 345 funds opened new XLU positions and 0 closed out — a net gain of 345 holders — while 0 added to existing stakes and 0 trimmed.

  • 345 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.96B of State Street Utilities Select Sector SPDR ETF stock for Q2 2013.
  • 345 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2013 and 0 closed out, a net change of +345 holders.

Based on aggregated 13F filings for Q2 2013.