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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

457 hedge funds and large institutions have $5.65B invested in Utilities Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.

Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.19%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.77%
New
71
Increased
149
Reduced
165
Closed
67
Calls
$510M
Puts
$866M
Net Calls
-$355M
Net Calls Change
+$384M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$893M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$226M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
MAA
4
Managed Account Advisors
New Jersey
$242M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$75.9M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
CS
2
Credit Suisse
Switzerland
$145M
3
Morgan Stanley
3
Morgan Stanley
New York
$292M
4
Barclays
4
Barclays
United Kingdom
$296M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$2.46M 55,311 -44 -0.1%
FAAS
127
First Allied Advisory Services
California
$2.43M 54,584 -32,576 -37%
PCTC
128
Perkins Coie Trust Company
Washington
$2.39M 53,698 -28 -0.1%
BIA
129
Barry Investment Advisors
Massachusetts
$2.31M 51,984 -15,780 -23%
SWM
130
Segment Wealth Management
Texas
$2.19M 49,362 +487 +1%
Nuveen Asset Management
131
Nuveen Asset Management
Illinois
$2.19M 49,200 +3,560 +8%
TSS
132
Two Sigma Securities
New York
$2.18M 49,147 +49,147 New
LDB
133
Lee, Danner & Bass
Tennessee
$2.18M 49,071 -3,823 -7%
BAC
134
Boys Arnold & Co
North Carolina
$2.11M 47,472 +201 +0.4%
CCT
135
Chemung Canal Trust
New York
$2.1M 47,306 – –
HH
136
Hilltop Holdings
Texas
$2.1M 47,304 +14,649 +45%
TTWM
137
TCV Trust & Wealth Management
Virginia
$2.07M 46,631 +308 +0.7%
NCM
138
Noesis Capital Mangement
Florida
$2.05M 46,210 -13,355 -22%
HIM
139
Hanlon Investment Management
New Jersey
$2.04M 45,978 +1,583 +4%
NPC
140
National Planning Corporation
California
$2.03M 46,364 -21,870 -32%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$2.03M 45,679 +7,355 +19%
TFA
142
Transamerica Financial Advisors
Florida
$2.02M 45,408 -5,335 -11%
BSB
143
Bangor Savings Bank
Maine
$2M 45,096 +6,031 +15%
PC
144
Passport Capital
California
$2M 45,000 +45,000 New
SWA
145
SFMG Wealth Advisors
Texas
$1.94M 43,580 +43,580 New
KeyBank National Association
146
KeyBank National Association
Ohio
$1.88M 42,198 -1,249 -3%
OC
147
Oakworth Capital
Alabama
$1.87M 42,355 +3,597 +9%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$1.87M 42,020 +486 +1%
ClearBridge Investments
149
ClearBridge Investments
New York
$1.86M 41,766 -3,000 -7%
VKH
150
Virtu KCG Holdings
New York
$1.86M 41,781 +41,781 New
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