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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 %
HFS
326
HL Financial Services
Kentucky
$256K +$23.8K +391 +10%
LW
327
Linscomb Wealth
Texas
$254K – – –
EB
328
Eastern Bank
Massachusetts
$251K -$11.1K -183 -4%
BB
329
Busey Bank
Illinois
$250K -$204K -3,350 -45%
AF
330
Arrow Financial
New York
$249K +$41K +675 +20%
Toronto Dominion Bank
331
Toronto Dominion Bank
Ontario, Canada
$247K – – –
PCA
332
Private Capital Advisors
Connecticut
$243K – – –
CC
333
Courier Capital
New York
$241K – – –
CTC
334
Central Trust Company
Missouri
$241K +$17.3K +285 +8%
CNB
335
City National Bank
California
$237K -$10K -165 -4%
EWA
336
Exencial Wealth Advisors
Oklahoma
$233K +$233K +3,786 New
AG
337
Appleton Group
Wisconsin
$230K +$2.43K +40 +1%
MC
338
Montag & Caldwell
Georgia
$221K -$65.1K -1,071 -23%
SCM
339
Southport Capital Management
Tennessee
$216K – – –
PFS
340
Prospera Financial Services
Texas
$213K -$12.4K -203 -5%
NA
341
Navellier & Associates
Nevada
$211K -$307K -5,047 -59%
FIM
342
Freedom Investment Management
Connecticut
$211K -$20.1K -331 -9%
BCM
343
Boltwood Capital Management
California
$201K +$201K +3,300 New
FT
344
Fiduciary Trust
Massachusetts
$200K +$200K +3,295 New
CFSG
345
Community Financial Services Group
Vermont
$199K +$16.5K +271 +9%
HRIA
346
Haberer Registered Investment Advisor
Ohio
$189K +$8.51K +140 +5%
FA
347
Fagan Associates
New York
$177K +$467 +12 +0.3%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$168K +$168K +2,764 New
CAL
349
Capital Analysts LLC
Pennsylvania
$152K – – –
SGC
350
South Georgia Capital
Illinois
$144K – – –
12 13
14
15 16