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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 %
WCM
301
Wealthcare Capital Management
Virginia
$1.03M +$1.03M +14,240 New
LSA
302
L & S Advisors
California
$994K -$72.7K -1,002 -7%
VFS
303
VSR Financial Services
Kansas
$962K +$22K +304 +2%
WSCM
304
Wellington Shields Capital Management
New York
$960K +$380K +5,247 +66%
WP
305
WealthPLAN Partners
Nebraska
$955K +$955K +13,171 New
CLOS
306
Compagnie Lombard Odier SCmA
Switzerland
$943K +$943K +13,000 New
RIA
307
Regal Investment Advisors
Michigan
$934K +$58.2K +803 +7%
WHI
308
William Harris Investors
Illinois
$932K – – –
VAM
309
Visionary Asset Management
Texas
$923K -$307K -4,230 -25%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$913K +$402K +5,543 +79%
CCMH
311
Cornerstone Capital Management Holdings
New York
$908K -$413K -5,704 -31%
CB
312
Community Bank
New York
$906K -$121K -1,675 -12%
PCMC
313
Paragon Capital Management (Colorado)
Colorado
$899K – – –
FMC
314
First Merchants Corp
Indiana
$899K +$363K +5,012 +68%
WS
315
Wedbush Securities
California
$898K +$544K +7,508 +154%
OCM
316
Orleans Capital Management
Louisiana
$885K -$21.8K -300 -2%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$877K +$4.5K +62 +0.5%
WA
318
WestEnd Advisors
North Carolina
$868K -$50.5K -696 -5%
KIG
319
Kessler Investment Group
Indiana
$862K +$5.29K +73 +0.6%
Mariner
320
Mariner
Kansas
$850K +$138K +1,902 +19%
DA
321
DSC Advisors
Illinois
$843K -$6.67K -92 -0.8%
SB
322
Suntrust Banks
Georgia
$842K +$114K +1,576 +16%
FFBTD
323
First Financial Bank - Trust Division
Ohio
$836K -$1.81K -25 -0.2%
SAG
324
Sterne Agee Group
Alabama
$835K +$835K +11,317 New
JIC
325
Johnson Investment Counsel
Ohio
$834K +$5.95K +82 +0.7%
11 12
13
14 15