XLV icon

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 %
OIA
326
Optimum Investment Advisors
Illinois
$279K -$23.4K -400 -8%
MC
327
Montag & Caldwell
Georgia
$275K +$275K +4,705 New
KCM
328
Kanawha Capital Management
Virginia
$271K -$3.51K -60 -1%
FA
329
Fagan Associates
New York
$266K +$266K +4,540 New
BIM
330
Baldwin Investment Management
Pennsylvania
$252K – – –
EB
331
Eastern Bank
Massachusetts
$251K -$58K -996 -19%
Toronto Dominion Bank
332
Toronto Dominion Bank
Ontario, Canada
$247K – – –
RGNCM
333
R.G. Niederhoffer Capital Management
New York
$246K +$246K +4,200 New
LW
334
Linscomb Wealth
Texas
$244K +$244K +4,169 New
CNB
335
City National Bank
California
$238K -$61.6K -1,052 -21%
DIA
336
Denver Investment Advisors
Colorado
$238K +$9.93K +170 +4%
PCA
337
Private Capital Advisors
Connecticut
$234K – – –
CC
338
Courier Capital
New York
$232K – – –
EWM
339
Endurance Wealth Management
Rhode Island
$226K +$8.13K +139 +4%
FIM
340
Freedom Investment Management
Connecticut
$223K -$38.9K -664 -15%
HFS
341
HL Financial Services
Kentucky
$223K +$7.41K +127 +3%
AG
342
Appleton Group
Wisconsin
$219K +$219K +3,748 New
CTC
343
Central Trust Company
Missouri
$216K +$30.2K +515 +16%
PFS
344
Prospera Financial Services
Texas
$216K +$216K +3,698 New
WA
345
WealthTrust Axiom
Pennsylvania
$214K +$214K +3,665 New
FA
346
FDx Advisors
Illinois
$210K -$14.3K -245 -6%
SCM
347
Southport Capital Management
Tennessee
$208K +$208K +3,555 New
WS
348
Wedbush Securities
California
$208K +$208K +3,557 New
IH
349
IFC Holdings
Florida
$207K -$1.69M -28,813 -89%
SFM
350
Stack Financial Management
Montana
$202K +$202K +3,446 New
12 13
14
15 16