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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

408 hedge funds and large institutions have $8.14B invested in Health Care Select Sector SPDR Fund in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
11.73%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
1.01%
New
39
Increased
147
Reduced
154
Closed
40
Calls
$191M
Puts
$217M
Net Calls
-$25.6M
Net Calls Change
+$458M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$940M
2
Goldman Sachs
Goldman Sachs
New York
$800M
3
State Street
State Street
Massachusetts
$106M
4
MAA
Managed Account Advisors
New Jersey
$205M
5
LMIM
Lockheed Martin Investment Management
Maryland
$81.7M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
$304M
2
EA
Euclid Advisors
Connecticut
$506M
3
Morgan Stanley
Morgan Stanley
New York
$469M
4
SG Americas Securities
SG Americas Securities
New York
$1.36M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$542K +$40.8K +670 +8%
RIA
277
Regal Investment Advisors
Michigan
$540K -$490K -8,060 -48%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$537K -$22.1M -363,665 -98%
HIM
279
Hanlon Investment Management
New Jersey
$497K +$497K +8,165 New
VWM
280
Valley Wealth Managers
New Jersey
$471K -$51.5K -847 -10%
CIM
281
Contravisory Investment Management
Massachusetts
$468K +$27.9K +459 +6%
FANJ
282
Financial Architects (New Jersey)
New Jersey
$465K -$6.08K -100 -1%
Franklin Resources
283
Franklin Resources
California
$463K – – –
HCP
284
Holt Capital Partners
Texas
$462K +$57.8K +950 +14%
LA
285
Lynch & Associates
Indiana
$456K +$23.8K +392 +6%
FMC
286
First Merchants Corp
Indiana
$449K – – –
SCM
287
SOL Capital Management
Maryland
$444K – – –
NEPWA
288
New England Private Wealth Advisors
Massachusetts
$433K +$365 +6 +0.1%
SB
289
Suntrust Banks
Georgia
$425K -$880K -14,484 -67%
CPA
290
Court Place Advisors
Maryland
$425K – – –
PTC
291
Private Trust Company
Ohio
$422K +$29.4K +483 +7%
ECM
292
Exchange Capital Management
Michigan
$419K -$12.1K -198 -3%
AW
293
ACG Wealth
Georgia
$416K +$18.7K +308 +5%
VKH
294
Virtu KCG Holdings
New York
$415K -$115K -1,885 -22%
AIA
295
Avalon Investment & Advisory
Texas
$404K – – –
SIC
296
Salem Investment Counselors
North Carolina
$404K – – –
LCM
297
LVM Capital Management
Michigan
$401K +$3.04K +50 +0.8%
Nomura Holdings
298
Nomura Holdings
Japan
$395K -$5.07M -83,374 -93%
BRWM
299
B. Riley Wealth Management
Tennessee
$394K -$93.6K -1,542 -19%
Neuberger Berman Group
300
Neuberger Berman Group
New York
$392K +$39.6K +651 +11%
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