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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

412 hedge funds and large institutions have $8.3B invested in Health Care Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+22
Holders Change %
+5.64%
% of All Funds
11.91%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
1.04%
New
56
Increased
198
Reduced
113
Closed
33
Calls
$360M
Puts
$844M
Net Calls
-$484M
Net Calls Change
-$277M

Top Buyers

1
BlackRock
BlackRock
New York
+$246M
2
EA
Euclid Advisors
Connecticut
+$208M
3
CA
Commerzbank Aktiengesellschaft
Germany
+$165M
4
U
UBS
Switzerland
+$141M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$104M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
State Street
State Street
Massachusetts
-$101M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$59.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
226
Country Club Trust
Missouri
$1M +$83.9K +1,435 +9%
KFS
227
KMS Financial Services
Washington
$994K +$261K +4,455 +36%
RIA
228
Regal Investment Advisors
Michigan
$991K +$922K +15,764 +1,335%
WI
229
WrapManager Inc
California
$990K -$245K -4,190 -20%
DAS
230
Dynamic Advisor Solutions
Arizona
$987K +$62.1K +1,062 +7%
FSA
231
Financial Sense Advisors
California
$983K +$425K +7,265 +76%
Citadel Advisors
232
Citadel Advisors
Florida
$974K +$974K +16,649 New
WA
233
Winfield Associates
Ohio
$967K +$244K +4,167 +34%
SJIM
234
St. Johns Investment Management
Florida
$950K +$950K +16,240 New
Millennium Management
235
Millennium Management
New York
$931K -$2.42M -41,332 -72%
MBT
236
Montecito Bank & Trust
California
$927K -$124K -2,114 -12%
Bank of New York Mellon
237
Bank of New York Mellon
New York
$898K -$72.3K -1,236 -7%
GT
238
Glenmede Trust
Pennsylvania
$891K – – –
ONB
239
Old National Bancorp
Indiana
$891K +$5.09K +87 +0.6%
JG
240
Jefferies Group
New York
$876K +$686K +11,734 +361%
SC
241
SouthState Corp
Florida
$863K -$191K -3,262 -18%
BA
242
Birinyi Associates
Connecticut
$860K +$380K +6,500 +79%
NI
243
Numeric Investors
Massachusetts
$860K +$860K +14,700 New
DA
244
DSC Advisors
Illinois
$856K +$856K +14,642 New
NES
245
New England Securities
New York
$836K +$203K +3,475 +32%
HNB
246
Huntington National Bank
Ohio
$834K -$237K -4,047 -22%
BRWA
247
B. Riley Wealth Advisors
Florida
$820K -$9.42K -161 -1%
PSUF
248
People's United Financial
Connecticut
$806K -$147K -2,519 -15%
SI
249
Stephens Inc
Arkansas
$806K +$2.28K +39 +0.3%
X
250
Xponance
Pennsylvania
$804K +$722K +12,355 +883%
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