XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

531 hedge funds and large institutions have $11.4B invested in Health Care Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+24
Holders Change %
+4.73%
% of All Funds
14.16%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
1.6%
New
68
Increased
238
Reduced
157
Closed
40
Calls
$300M
Puts
$793M
Net Calls
-$493M
Net Calls Change
-$183M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$353M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$329M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.14B
4
MAA
4
Managed Account Advisors
New Jersey
$786M
5
Bank of America
5
Bank of America
North Carolina
$796M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Barclays
2
Barclays
United Kingdom
$74.1M
3
BlackRock
3
BlackRock
New York
$262M
4
CI
4
Clal Insurance
Israel
$43.7M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
Montag & Associates
Georgia
$1.74M +$39.9K +550 +2%
SSB
252
Sandy Spring Bank
Maryland
$1.7M +$19.2K +265 +1%
WC
253
Wexford Capital
Florida
$1.66M +$1.66M +22,911 New
BCM
254
Boltwood Capital Management
California
$1.65M -$25.4K -350 -2%
PG
255
Proffitt & Goodson
Tennessee
$1.64M +$52.8K +729 +3%
BRWM
256
B. Riley Wealth Management
Tennessee
$1.62M +$834K +11,509 +106%
FWCM
257
Ferguson Wellman Capital Management
Oregon
$1.6M – – –
BII
258
Bainco International Investors
Massachusetts
$1.6M +$85.3K +1,177 +6%
LNB
259
Ledyard National Bank
$1.58M +$1.53M +21,115 +2,873%
RBC
260
Roble Belko & Company
Pennsylvania
$1.57M +$1.57M +21,687 New
WCM
261
Windsor Capital Management
Arizona
$1.56M -$394K -5,426 -20%
AI
262
Atria Investments
North Carolina
$1.56M +$400K +5,522 +35%
CA
263
Cetera Advisors
Colorado
$1.55M -$96.4K -1,327 -6%
BSB
264
Bangor Savings Bank
Maine
$1.55M +$1.55M +21,310 New
BRCM
265
Bright Rock Capital Management
Massachusetts
$1.52M – – –
BPM
266
Bowling Portfolio Management
Ohio
$1.49M -$40.4K -557 -3%
MIC
267
Meridian Investment Counsel
California
$1.49M -$53.7K -741 -3%
CAM
268
Capstone Asset Management
Texas
$1.48M -$21.2K -293 -1%
AIA
269
Avalon Investment & Advisory
Texas
$1.44M +$1.07M +14,718 +290%
SSWM
270
Sheets Smith Wealth Management
North Carolina
$1.43M +$72 +1 +0%
FIM
271
Freedom Investment Management
Connecticut
$1.43M +$1.16M +16,009 +438%
GT
272
Glenmede Trust
Pennsylvania
$1.4M +$105K +1,443 +8%
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$1.35M +$258K +3,565 +24%
NB
274
NBT Bank
New York
$1.34M -$34.3K -473 -2%
ABC
275
Associated Banc-Corp
Wisconsin
$1.34M +$10.9K +150 +0.8%
9 10
11
12 13