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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 %
RFC
301
Russell Frank Company
Washington
$388K – – –
PCM
302
Parsons Capital Management
Rhode Island
$387K – – –
SMC
303
Smith, Moore & Co
Missouri
$384K -$30.2K -497 -7%
CFC
304
Coyle Financial Counsel
Illinois
$382K – – –
MIH
305
Madison Investment Holdings
Wisconsin
$380K – – –
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$369K – – –
SI
307
SII Investments
Wisconsin
$354K +$44.1K +730 +14%
LS
308
Lattice Strategies
Pennsylvania
$353K -$30.4K -500 -8%
ACM
309
Azimuth Capital Management
Michigan
$348K -$72.4K -1,190 -17%
KA
310
Kovack Advisors
Florida
$346K +$346K +5,692 New
AWS
311
Aris Wealth Services
Pennsylvania
$343K +$343K +5,636 New
DY
312
Dowling & Yahnke
California
$332K – – –
FHA
313
First Horizon Advisors
Tennessee
$328K +$7.61K +125 +2%
WB
314
WesBanco Bank
West Virginia
$325K +$18.2K +300 +6%
DCM
315
Donaldson Capital Management
Indiana
$310K -$50.5K -830 -14%
BPBT
316
Boston Private Bank & Trust
Massachusetts
$310K – – –
MA
317
MUFG Americas
New York
$303K -$31.6K -519 -9%
DIA
318
Denver Investment Advisors
Colorado
$302K +$54.3K +893 +22%
GG
319
Gofen & Glossberg
Illinois
$292K -$28.9K -475 -9%
WJA
320
Williams Jones & Associates
New York
$289K -$411K -6,750 -59%
Luther King Capital Management (LKCM)
321
Luther King Capital Management (LKCM)
Texas
$288K -$9.14K -150 -3%
OIA
322
Optimum Investment Advisors
Illinois
$283K -$6.07K -100 -2%
KCM
323
Kanawha Capital Management
Virginia
$276K -$6.09K -100 -2%
BIM
324
Baldwin Investment Management
Pennsylvania
$262K – – –
EWM
325
Endurance Wealth Management
Rhode Island
$257K +$22.7K +375 +10%
11 12
13
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