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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

507 hedge funds and large institutions have $8.87B invested in Health Care Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 196 increasing their positions, 140 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
+64
Holders Change %
+14.45%
% of All Funds
13.53%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
1.41%
New
104
Increased
196
Reduced
140
Closed
34
Calls
$178M
Puts
$487M
Net Calls
-$309M
Net Calls Change
-$9.05M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$855M
2
Deutsche Bank
2
Deutsche Bank
Germany
$303M
3
UBS Group
3
UBS Group
Switzerland
$254M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.06B
5
MAA
5
Managed Account Advisors
New Jersey
$524M

Top Sellers

1
EA
1
Euclid Advisors
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$546M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$17.7M
4
BlackRock
4
BlackRock
New York
$427M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$87M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
376
Avalon Investment & Advisory
Texas
$347K 5,075 -1,564 -24%
GG
377
Gofen & Glossberg
Illinois
$341K 4,985 – –
PAM
378
Peak Asset Management
Colorado
$337K 4,926 +4,926 New
WS
379
Wedbush Securities
California
$334K 4,881 +1,352 +38%
JWM
380
Jackson Wealth Management
Florida
$322K 4,704 +4,704 New
PA
381
Pinnacle Associates
New York
$322K 4,714 +4,714 New
STIA
382
Stone Toro Investment Advisers
New Jersey
$321K 4,703 +203 +5%
FA
383
Fagan Associates
New York
$317K 4,640 +63 +1%
JPTCCM
384
J.P. Turner & Co Capital Management
Georgia
$317K 4,606 +4,606 New
X
385
Xponance
Pennsylvania
$315K 4,615 – –
GA
386
Geneva Advisors
Illinois
$311K 4,550 -15 -0.3%
Luther King Capital Management (LKCM)
387
Luther King Capital Management (LKCM)
Texas
$307K 4,489 -80 -2%
Neuberger Berman Group
388
Neuberger Berman Group
New York
$306K 4,478 -1,839 -29%
TFF
389
The Family Firm
Maryland
$305K 4,461 +4,461 New
EB
390
Eastern Bank
Massachusetts
$301K 4,399 +171 +4%
BIM
391
Baldwin Investment Management
Pennsylvania
$294K 4,300 – –
WA
392
WESPAC Advisors
California
$288K 4,213 +4,213 New
PHS
393
Pekin Hardy Strauss
Illinois
$288K 4,213 +4,213 New
KCM
394
Kanawha Capital Management
Virginia
$287K 4,191 -325 -7%
LW
395
Linscomb Wealth
Texas
$285K 4,169 – –
JT
396
Jump Trading
Illinois
$282K 4,118 -6,951 -63%
RFC
397
Regions Financial Corp
Alabama
$282K 4,127 +402 +11%
Toronto Dominion Bank
398
Toronto Dominion Bank
Ontario, Canada
$278K 4,066 – –
PCA
399
Private Capital Advisors
Connecticut
$274K 4,000 – –
WJA
400
Williams Jones & Associates
New York
$270K 3,950 – –
14 15
16
17 18