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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 %
FSC
151
Fiduciary Services Corp
Georgia
$1.22M 32,428 +32,428 New
DMAM
152
Del Mar Asset Management
New York
$1.21M 32,177 +32,177 New
SWM
153
Segment Wealth Management
Texas
$1.21M 32,182 +32,182 New
BFA
154
Beaumont Financial Advisors
Massachusetts
$1.21M 32,063 +32,063 New
AIA
155
Arbor Investment Advisors
North Carolina
$1.19M 31,665 +31,665 New
FBB
156
Fulton Breakefield Broenniman
Maryland
$1.19M 31,684 +31,684 New
RMC
157
Regis Management Company
California
$1.19M 31,593 +31,593 New
Marshall Wace
158
Marshall Wace
United Kingdom
$1.18M 31,326 +31,326 New
CWM
159
Concert Wealth Management
California
$1.18M 31,499 +31,499 New
MBT
160
Montecito Bank & Trust
California
$1.15M 30,558 +30,558 New
GML
161
Gems Management Ltd
Bahamas
$1.15M 30,563 +30,563 New
Brown Advisory
162
Brown Advisory
Maryland
$1.15M 30,500 +30,500 New
Invesco
163
Invesco
Georgia
$1.14M 908,374 +908,374 New
PWW
164
Pettyjohn Wood & White
Virginia
$1.14M 30,250 +30,250 New
PFM
165
Parsec Financial Management
North Carolina
$1.13M 29,974 +29,974 New
AI
166
Atria Investments
North Carolina
$1.12M 29,623 +29,623 New
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$1.11M 29,470 +29,470 New
DBIA
168
Dumont & Blake Investment Advisors
New Jersey
$1.1M 29,225 +29,225 New
BCM
169
BTR Capital Management
California
$1.1M 29,213 +29,213 New
WCM
170
Windsor Capital Management
Arizona
$1.08M 28,622 +28,622 New
TIM
171
Tortoise Investment Management
New York
$1.08M 28,627 +28,627 New
SA
172
Strategic Advisors
New York
$1.06M 28,645 +28,645 New
FHC
173
First Horizon Corporation
Tennessee
$1.06M 28,250 +28,250 New
HSBC Holdings
174
HSBC Holdings
United Kingdom
$1.06M 28,119 +28,119 New
PP
175
Patten & Patten
Tennessee
$1.01M 26,825 +26,825 New
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