Notable Holders of Select Sector SPDR-Utilities (XLU)
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Expand Research on XLU
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| Euclid Advisors LLC | INT-UTILS | 19,619,890 | 9.49% | 13F |
| MORGAN STANLEY | COM | 7,525,203 | 3.64% | 13F |
| BMO FINANCIAL CORP | SBI INT-UTILS | 4,894,951 | 2.37% | 13F |
| UBS AG | SBI INT-UTILS | 4,461,537 | 2.16% | 13F |
| MOORE CAPITAL MANAGEMENT, LP | SBI INT-UTILS | 4,352,000 | 2.10% | 13F |
| ALPINE ASSOCIATES ADVISORS | SBI INT-UTILS | 3,362,700 | 1.63% | 13F |
| DIAMOND CAPITAL MANAGEMENT INC /DE/ | COMMON STOCK | 2,970,946 | 1.44% | 13F |
| NIEMANN CAPITAL MANAGEMENT INC | ETF | 2,165,515 | 1.05% | 13F |
| ROYAL BANK OF SCOTLAND GROUP PLC | SBI INT-UTILS | 2,007,366 | 0.97% | 13F |
| SONTERRA CAPITAL, LLC (PUT) | SBI INT-UTILS | 2,000,000 | 0.97% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 1,770,923 | 0.86% | 13F |
| CITIGROUP INC (PUT) | SBI INT-UT | 1,485,600 | 0.72% | 13F |
| CREDIT SUISSE AG/ (CALL) | SBI INT-UTILS | 1,430,000 | 0.69% | 13F |
| Parallax Volatility Advisers, LLC (CALL) | SBI INT-UTILS | 1,352,200 | 0.65% | 13F |
| Fidelity Investments | SBI INT-UTILS | 1,334,615 | 0.65% | 13F |
| BAIRD ROBERT W & CO INC /WI/ | COMMON | 1,198,067 | 0.58% | 13F |
| DEUTSCHE BANK AG\ | SBI INT-UTILS | 1,056,719 | 0.51% | 13F |
| ROYAL BANK OF CANADA \ | SBI INT-UTILS | 742,193 | 0.36% | 13F |
| Virtus Investment Advisers, Inc. | SBI INT-UTILS | 684,352 | 0.33% | 13F |
| BlackRock Inc. | SBI INT-UTILS | 598,500 | 0.29% | 13F |
| TD ASSET MANAGEMENT INC | SBI INT-UTILS | 558,000 | 0.27% | 13F |
| JET CAPITAL INVESTORS L P (CALL) | 520,000 | 0.25% | 13F | |
| LEVIN CAPITAL STRATEGIES, L.P. | SBI INT-UTILS | 480,000 | 0.23% | 13F |
| GUGGENHEIM CAPITAL LLC | SBI INT-UTILS | 441,785 | 0.21% | 13F |
| BRINTON EATON ASSOCIATES INC | COMMON | 404,305 | 0.20% | 13F |
| Raymond James Financial Services Advisors, Inc. | SBI INT-UTILS | 301,566 | 0.15% | 13F |
| GLENMEDE TRUST CO NA | COMMON | 289,669 | 0.14% | 13F |
| JD CAPITAL MANAGEMENT LLC (PUT) | SBI INT-UTILS | 278,200 | 0.13% | 13F |
| David R. Rahn & Associates Inc. | ETF | 228,747 | 0.11% | 13F |
| RAYTHEON CO/ | ETF | 227,316 | 0.11% | 13F |
| Coordinating Investment Fiduciary of Raytheon Co Employee Benefit Plans | ETF | 227,316 | 0.11% | 13F |
| Relative Value Partners, LLC | SBI INT-UTILS | 220,719 | 0.11% | 13F |
| Commonwealth Equity Services, Inc | UTILS | 219,932 | 0.11% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | SBI INT-UTILS | 212,014 | 0.10% | 13F |
| HighTower Advisors, LLC | SBI INT-UTILS | 201,637 | 0.10% | 13F |
| Manatuck Hill Partners, LLC | SBI INT-UTILS | 200,000 | 0.10% | 13F |
| GAM Holding Ltd. | 180,000 | 0.09% | 13F | |
| EDGEWOOD MANAGEMENT LLC | SBI INT-UTILS | 172,755 | 0.08% | 13F |
| TEACHERS ADVISORS INC | SBI INT-UTILS | 171,529 | 0.08% | 13F |
| BLAIR WILLIAM & CO/IL | ETF | 169,870 | 0.08% | 13F |
| STERNE AGEE GROUP, INC. | CS | 163,821 | 0.08% | 13F |
| HSBC HOLDINGS PLC | 158,659 | 0.08% | 13F | |
| Walleye Trading LLC (PUT) | SBI INT-UTILS | 146,200 | 0.07% | 13F |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 138,260 | 0.07% | 13F |
| PERMAL ASSET MANAGEMENT INC. | SBI INT-UTILS | 137,386 | 0.07% | 13F |
| Constellation Wealth Advisors, LLC | 136,975 | 0.07% | 13F | |
| MARTIN & CO INC /TN/ | COM | 135,725 | 0.07% | 13F |
| CIBC World Markets Inc. | SBI | 124,470 | 0.06% | 13F |
| Nelson Roberts Investment Advisors, LLC | COM | 117,181 | 0.06% | 13F |
| ALLIED IRISH BANKS PLC | SBI INT-UTILS | 112,498 | 0.05% | 13F |
| DOWLING & YAHNKE INC | COM | 109,387 | 0.05% | 13F |
| Invesco Ltd. | COMMON | 102,700 | 0.05% | 13F |
| Castle Creek Arbitrage, LLC (PUT) | SBI INT-UTILS | 100,000 | 0.05% | 13F |
| MERRIMAN, INC. | ETF | 92,793 | 0.04% | 13F |
| National Planning Corp | SBI INT-UTILS | 91,068 | 0.04% | 13F |
| PNC FINANCIAL SERVICES GROUP INC | SBI INT-UTILS | 90,447 | 0.04% | 13F |
| Bay Hill Capital Management, LLC (PUT) | SBI INT-UTILS | 88,700 | 0.04% | 13F |
| Hutchin Hill Capital, LP | SBI INT-UTILS | 87,676 | 0.04% | 13F |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 84,050 | 0.04% | 13F | |
| Lumina Fund Management LLC | SBI INT-UTILS | 81,870 | 0.04% | 13F |
| KING LUTHER CAPITAL MANAGEMENT CORP (CALL) | SBI INT-UTIL | 80,500 | 0.04% | 13F |
| Arrowhawk Capital Partners Liquid Markets, LLC (CALL) | SBI INT-UTILS | 80,000 | 0.04% | 13F |
| ZWEIG ADVISERS LLC | 79,000 | 0.04% | 13F | |
| Advanced Equities Asset Management, Inc. | SBI INT-UTILS | 77,781 | 0.04% | 13F |
| Global Endowment Management, LP | UTILS | 75,000 | 0.04% | 13F |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT US VALUE EQUITY | 72,979 | 0.04% | 13F | |
| Cobble Hill Financial Services, INC | ETF | 69,900 | 0.03% | 13F |
| GENWORTH FINANCIAL INC | ETF | 69,715 | 0.03% | 13F |
| HANCOCK HOLDING CO | COM | 66,500 | 0.03% | 13F |
| Sandy Spring Bank | COM | 63,982 | 0.03% | 13F |
| SYNOVUS FINANCIAL CORP | SBI INT-UTILS | 62,859 | 0.03% | 13F |
| Ionic Capital Management LLC (PUT) | SBI INT-UTILS | 60,300 | 0.03% | 13F |
| Concert Wealth Management Inc. | SBI INT-UTILS | 53,492 | 0.03% | 13F |
| Placemark Investments, Inc. | SBI INT-UTILS | 53,467 | 0.03% | 13F |
| Livingston Group Asset Management | COM | 51,264 | 0.02% | 13F |
| ALBION FINANCIAL GROUP /UT | COM | 50,742 | 0.02% | 13F |
| Spot Trading L.L.C (CALL) | SBI INT-UTILS | 50,200 | 0.02% | 13F |
| STIFEL NICOLAUS & CO INC \MO\ | SBI INT-UTILS | 48,179 | 0.02% | 13F |
| RAYMOND JAMES & ASSOCIATES | SBI INT-UTILS | 46,512 | 0.02% | 13F |
| BOSTON RESEARCH & MANAGEMENT INC | COMMON | 44,965 | 0.02% | 13F |
| Baker Avenue Asset Management, LP | MUTUAL FUND | 43,066 | 0.02% | 13F |
| ASSOCIATED BANC-CORP | SBI INT-UTILS | 40,394 | 0.02% | 13F |
| WEXFORD CAPITAL LP | SBI INT-UTILS | 40,000 | 0.02% | 13F |
| MONTAG A & ASSOCIATES INC | ETF | 39,795 | 0.02% | 13F |
| WFG Advisors, LP | SBI INT-UTILS | 39,766 | 0.02% | 13F |
| OPPENHEIMER & CO INC | SBI INT-UTILS | 39,568 | 0.02% | 13F |
| Janney Montgomery Scott LLC | COMMON STOCK | 38,400 | 0.02% | 13F |
| NBT BANK N A /NY | SBI INT-UTILS | 38,027 | 0.02% | 13F |
| Veritable, L.P. | SBI INT-UTILS | 35,011 | 0.02% | 13F |
| First Allied Securities, Inc. | SBI INT-UTILS | 34,919 | 0.02% | 13F |
| SFMG, LLC | COM | 34,502 | 0.02% | 13F |
| Linscomb & Williams, Inc. | MF | 31,226 | 0.02% | 13F |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 31,000 | 0.01% | 13F |
| BROWN ADVISORY HOLDINGS INC | SBI INT-UTILS | 30,500 | 0.01% | 13F |
| National Asset Management, Inc. | SBI INT- | 30,482 | 0.01% | 13F |
| COMERICA BANK | CLO | 30,273 | 0.01% | 13F |
| KCM INVESTMENT ADVISORS LLC | COM | 30,266 | 0.01% | 13F |
| Sageworth Trust Co | COM | 30,000 | 0.01% | 13F |
| NOMURA HOLDINGS INC | CMN | 29,546 | 0.01% | 13F |
| FIRST NATIONAL TRUST CO | SBI INT-UTILS | 29,473 | 0.01% | 13F |
| HIGH POINT BANK & TRUST CO | 29,152 | 0.01% | 13F | |
| CAPSTONE INVESTMENT ADVISORS, LLC (PUT) | COMMON | 26,000 | 0.01% | 13F |
| Rafferty Asset Management, LLC | 25,827 | 0.01% | 13F | |
| Clearbridge Advisors, LLC | SBI INT-UTILS | 25,372 | 0.01% | 13F |
| WOODMONT INVESTMENT COUNSEL LLC | SBI INT-UTILS | 24,080 | 0.01% | 13F |
| ANALYTIC INVESTORS INC/CA | 24,000 | 0.01% | 13F | |
| CLS Investments, LLC | SBI INT-UTILS | 23,000 | 0.01% | 13F |
| PENN MUTUAL LIFE INSURANCE CO | COM | 22,424 | 0.01% | 13F |
| BINGHAM OSBORN & SCARBOROUGH LLC | SBI INT-UTILS | 21,857 | 0.01% | 13F |
