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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 %
OSNBOA
376
Old Second National Bank of Aurora
Illinois
$60K -$1.65M -28,052 -96%
Brown Advisory
377
Brown Advisory
Maryland
$60K +$7.32K +125 +14%
JFA
378
JNBA Financial Advisors
Minnesota
$56K +$11.8K +200 +27%
CP
379
Corbenic Partners
Pennsylvania
$47K – – –
SFU
380
Stonehage Fleming (UK)
United Kingdom
$41K +$41K +700 New
MAM
381
Meeder Asset Management
Ohio
$38K +$7.6K +130 +25%
KPCM
382
Kings Point Capital Management
New York
$35K – – –
LWM
383
LBA Wealth Management
Florida
$35K – – –
LNB
384
Ledyard National Bank
$34K – – –
WA
385
Waverly Advisors
Alabama
$31K -$34.6K -599 -53%
DADC
386
D.A. Davidson & Co
Montana
$29K +$29K +500 New
TWA
387
TCI Wealth Advisors
Arizona
$26K -$13.2K -223 -34%
FM
388
Forward Management
California
$26K +$26K +459 New
WT
389
Whittier Trust
California
$25K -$140K -2,385 -85%
BC
390
Bartlett & Co
Ohio
$25K – – –
WOC
391
West Oak Capital
California
$22.5K +$22.5K +385 New
PIM
392
Parasol Investment Management
Illinois
$20K – – –
GGPS
393
Gary Goldberg Planning Services
New York
$20K +$1.77K +30 +10%
EAMA
394
EFG Asset Management (Americas)
Florida
$20K +$20K +350 New
CFA
395
CT Financial Advisors
Pennsylvania
$18.9K +$18.9K +261 New
KCPG
396
Kavar Capital Partners Group
Kansas
$17K – – –
MWP
397
MYCIO Wealth Partners
Pennsylvania
$16K +$59 +1 +0.4%
KTC
398
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
SFSIG
399
San Francisco Sentry Investment Group
California
$12K – – –
NSIM
400
North Star Investment Management
Illinois
$11K +$11K +180 New
14 15
16
17 18