XLV icon

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
Euclid Advisors
Connecticut
$353M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$329M
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
MAA
Managed Account Advisors
New Jersey
$786M
5
Bank of America
Bank of America
North Carolina
$796M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$0
2
Barclays
Barclays
United Kingdom
$74.1M
3
BlackRock
BlackRock
New York
$262M
4
CI
Clal Insurance
Israel
$43.7M
5
LMIM
Lockheed Martin Investment Management
Maryland
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
326
Advisory Services Network
Georgia
$831K +$763K +10,582 +1,129%
SAM
327
Sequent Asset Management
Texas
$816K +$603K +8,315 +283%
DCM
328
Donaldson Capital Management
Indiana
$809K +$87.4K +1,206 +12%
FANJ
329
Financial Architects (New Jersey)
New Jersey
$789K +$16.3K +225 +2%
FAAM
330
First Allied Asset Management
California
$775K +$243K +3,357 +46%
KCM
331
Karp Capital Management
California
$774K +$19.9K +275 +3%
BCA
332
Bray Capital Advisors
Florida
$774K +$70.4K +971 +10%
FIG
333
Fortress Investment Group
New York
$725K +$725K +10,000 New
GEM
334
Global Endowment Management
North Carolina
$725K +$725K +10,000 New
CWM
335
Concert Wealth Management
California
$717K -$18.3K -588 -2%
WA
336
WFG Advisors
Texas
$713K -$47.3K -652 -6%
HNB
337
Huntington National Bank
Ohio
$690K -$75.4K -1,040 -10%
PSUF
338
People's United Financial
Connecticut
$682K +$3.26K +45 +0.5%
NEPWA
339
New England Private Wealth Advisors
Massachusetts
$670K – – –
AIM
340
Advantage Investment Management
Iowa
$667K -$567K -7,826 -46%
SC
341
SouthState Corp
Florida
$665K -$15.5K -214 -2%
TT
342
Tiedemann Trust
Delaware
$664K – – –
OIA
343
Optimum Investment Advisors
Illinois
$660K -$660K -9,092 -50%
AUIM
344
Aegon USA Investment Management
Iowa
$656K -$702K -9,684 -52%
AGA
345
Accuvest Global Advisors
Utah
$629K -$629K -8,680 -50%
RFC
346
Regions Financial Corp
Alabama
$629K +$330K +4,551 +110%
SF
347
Synovus Financial
Georgia
$619K -$1.15M -15,814 -65%
HCP
348
Holt Capital Partners
Texas
$613K +$18.2K +251 +3%
KA
349
Kovack Advisors
Florida
$603K +$66K +910 +12%
MLL
350
Moody Lynn & Lieberson
Massachusetts
$602K +$51.1K +705 +9%
12 13
14
15 16