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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
UBS Group
UBS Group
Switzerland
$657M
3
Deutsche Bank
Deutsche Bank
Germany
$381M
4
QIM
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
Citigroup
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$475M
3
CS
Credit Suisse
Switzerland
$6.47M
4
ECM
Element Capital Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
126
MassMutual Private Wealth & Trust
Connecticut
$2.47M +$143K +2,749 +6%
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$2.46M +$2.03K +39 +0.1%
CB
128
Chemical Bank
Michigan
$2.46M +$26.5K +509 +1%
CWM
129
CMH Wealth Management
New Hampshire
$2.45M +$133K +2,550 +6%
MCM
130
Manchester Capital Management
Vermont
$2.44M – – –
PCTC
131
Perkins Coie Trust Company
Washington
$2.43M +$10K +193 +0.4%
Squarepoint
132
Squarepoint
New York
$2.41M -$3.29M -63,297 -58%
FG
133
Fiduciary Group
Georgia
$2.41M -$87.5K -1,683 -4%
SPC
134
Sigma Planning Corp
Michigan
$2.39M -$254K -4,886 -10%
AA
135
Apriem Advisors
California
$2.38M +$118K +2,265 +5%
PP
136
Patten & Patten
Tennessee
$2.37M -$173K -3,320 -7%
GAB
137
German American Bancorp
Indiana
$2.36M +$2.36M +45,350 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$2.24M +$812K +15,634 +57%
CF
139
Centaurus Financial
California
$2.21M +$1.22M +23,398 +122%
TTWM
140
TCV Trust & Wealth Management
Virginia
$2.2M +$1.51K +29 +0.1%
SIA
141
Starfire Investment Advisers
Michigan
$2.16M -$34.8K -670 -2%
HCIA
142
Hochman Cole Investment Advisors
Illinois
$2.14M -$82.6K -1,590 -4%
AF
143
Allworth Financial
California
$2.08M +$2.05M +39,372 +6,696%
NCM
144
Noesis Capital Mangement
Florida
$2.07M -$94.6K -1,820 -4%
IMOV
145
Investment Management of Virginia
Virginia
$2.06M -$610K -11,740 -23%
RC
146
Roundview Capital
New Jersey
$2.06M +$57.7K +1,110 +3%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$2.03M +$542K +10,434 +37%
FAAS
148
First Allied Advisory Services
California
$2.02M +$867K +16,660 +75%
KFA
149
Kabarec Financial Advisors
Illinois
$2.01M -$648K -12,468 -24%
Stifel Financial
150
Stifel Financial
Missouri
$2M +$24.3K +474 +1%
4 5
6
7 8