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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

532 hedge funds and large institutions have $6.51B invested in Utilities Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
13.28%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
50
Increased
174
Reduced
197
Closed
42
Calls
$982M
Puts
$1.86B
Net Calls
-$881M
Net Calls Change
+$239M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$322M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
UBS Group
3
UBS Group
Switzerland
$332M
4
QIM
4
Quantitative Investment Management
Virginia
$124M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$127M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$432M
2
Morgan Stanley
2
Morgan Stanley
New York
$257M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$74K
4
ECM
4
Element Capital Management
New York
$0
5
Nomura Holdings
5
Nomura Holdings
Japan
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
151
Astor Investment Management
Illinois
$2.4M 45,170 +45,170 New
UBS AM
152
UBS AM
Illinois
$2.3M 43,378 -42,972 -50%
CWM
153
CMH Wealth Management
New Hampshire
$2.28M 42,885 -500 -1%
PCTC
154
Perkins Coie Trust Company
Washington
$2.28M 42,945 -6,664 -13%
IP
155
Investment Partners
Ohio
$2.27M 42,868 – –
SIA
156
Starfire Investment Advisers
Michigan
$2.24M 42,163 -314 -0.7%
NCM
157
Noesis Capital Mangement
Florida
$2.22M 41,744 -270 -0.6%
PP
158
Prudential plc
United Kingdom
$2.21M 41,700 +24,630 +144%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$2.21M 41,690 +6,909 +20%
NPC
160
National Planning Corporation
California
$2.16M 40,739 -7,440 -15%
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$2.09M 39,400 +39,400 New
HWA
162
HCR Wealth Advisors
California
$2.08M 39,263 -200 -0.5%
NA
163
Neuburgh Advisers
California
$2.08M 39,168 -31,756 -45%
TCOO
164
Trust Company of Oklahoma
Oklahoma
$2.03M 38,329 +8,974 +31%
ClearBridge Investments
165
ClearBridge Investments
New York
$2.03M 38,266 – –
RC
166
Roundview Capital
New Jersey
$2.01M 37,947 +360 +1%
PFS
167
Prospera Financial Services
Texas
$1.99M 37,300 -24,549 -40%
BCA
168
Bray Capital Advisors
Florida
$1.95M 36,672 +295 +0.8%
CAN
169
Cetera Advisor Networks
California
$1.91M 35,986 +424 +1%
MBTD
170
Mechanics Bank - Trust Department
California
$1.87M 35,196 -1,321 -4%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$1.86M 35,039 +22,304 +175%
RMC
172
Regis Management Company
California
$1.82M 34,208 – –
HNB
173
Huntington National Bank
Ohio
$1.8M 34,012 -4,005 -11%
FFBTD
174
First Financial Bank - Trust Division
Ohio
$1.75M 32,982 -874 -3%
CC
175
Callan Capital
California
$1.74M 32,828 -1,157 -3%
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