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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
FSC
151
Fiduciary Services Corp
Georgia
$1.22M +$1.27M +64,856 New
DMAM
152
Del Mar Asset Management
New York
$1.21M +$1.26M +64,354 New
SWM
153
Segment Wealth Management
Texas
$1.21M +$1.26M +64,364 New
BFA
154
Beaumont Financial Advisors
Massachusetts
$1.21M +$1.26M +64,126 New
AIA
155
Arbor Investment Advisors
North Carolina
$1.19M +$1.24M +63,330 New
FBB
156
Fulton Breakefield Broenniman
Maryland
$1.19M +$1.24M +63,368 New
RMC
157
Regis Management Company
California
$1.19M +$1.24M +63,186 New
Marshall Wace
158
Marshall Wace
United Kingdom
$1.18M +$1.23M +62,652 New
CWM
159
Concert Wealth Management
California
$1.18M +$1.23M +62,998 New
MBT
160
Montecito Bank & Trust
California
$1.15M +$1.2M +61,116 New
GML
161
Gems Management Ltd
Bahamas
$1.15M +$1.2M +61,126 New
Brown Advisory
162
Brown Advisory
Maryland
$1.15M +$1.2M +61,000 New
Invesco
163
Invesco
Georgia
$1.14M +$35.6M +1,816,748 New
PWW
164
Pettyjohn Wood & White
Virginia
$1.14M +$1.19M +60,500 New
PFM
165
Parsec Financial Management
North Carolina
$1.13M +$1.17M +59,948 New
AI
166
Atria Investments
North Carolina
$1.11M +$1.16M +59,246 New
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$1.16M +58,940 New
DBIA
168
Dumont & Blake Investment Advisors
New Jersey
$1.1M +$1.15M +58,450 New
BCM
169
BTR Capital Management
California
$1.1M +$1.15M +58,426 New
WCM
170
Windsor Capital Management
Arizona
$1.08M +$1.12M +57,244 New
TIM
171
Tortoise Investment Management
New York
$1.08M +$1.12M +57,254 New
SA
172
Strategic Advisors
New York
$1.06M +$1.12M +57,290 New
FHC
173
First Horizon Corporation
Tennessee
$1.06M +$1.11M +56,500 New
HSBC Holdings
174
HSBC Holdings
United Kingdom
$1.06M +$1.1M +56,238 New
PP
175
Patten & Patten
Tennessee
$1.01M +$1.05M +53,650 New
5 6
7
8 9

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.