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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

349 hedge funds and large institutions have $5.84B invested in Health Care Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 33 closing their positions.

Holders
349
Holders Change
+15
Holders Change %
+4.49%
% of All Funds
11.32%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.97%
New
52
Increased
133
Reduced
114
Closed
33
Calls
$344M
Puts
$449M
Net Calls
-$105M
Net Calls Change
+$31.5M

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$430M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$92.3M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$35.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$26.7M
5
GA
5
Giralda Advisors
New York
$26.1M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$182M
2
Bank of America
2
Bank of America
North Carolina
$699M
3
Deutsche Bank
3
Deutsche Bank
Germany
$188M
4
CS
4
Credit Suisse
Switzerland
$30.4M
5
Ameriprise
5
Ameriprise
Minnesota
$7.02M
Name Market Value Shares Shares
Change 		Shares
Change %
MM
51
Main Management
California
$11.9M 235,212 +20,997 +10%
KCA
52
KKR Credit Advisors
California
$11.7M 230,300 -45,300 -16%
AA
53
ALPS Advisors
Colorado
$11.4M 225,555 +225,555 New
PWAG
54
Polaris Wealth Advisory Group
California
$10.9M 215,489 +4,040 +2%
BHWM
55
Bar Harbor Wealth Management
New Hampshire
$10.6M 210,223 +1,826 +0.9%
SR
56
Swiss Reinsurance
Switzerland
$10.6M 210,000 +210,000 New
FIG
57
FundX Investment Group
California
$10.5M 207,886 +66,818 +47%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$10.2M 202,345 +109,854 +119%
GC
59
Guggenheim Capital
Illinois
$10.1M 200,000 +181,222 +965%
Fisher Asset Management
60
Fisher Asset Management
Washington
$9.98M 197,279 +21,263 +12%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$9.92M 196,138 +10,888 +6%
CIM
62
Confluence Investment Management
Missouri
$9.45M 186,721 +30,770 +20%
DCC
63
Dow Chemical Company
Michigan
$9.35M 184,821 – –
Natixis Advisors
64
Natixis Advisors
Massachusetts
$9.17M 181,350 -67,403 -27%
QIM
65
Quantitative Investment Management
Virginia
$9.15M 180,900 +180,900 New
AssetMark Inc
66
AssetMark Inc
California
$7.79M 153,874 +153,874 New
BMM
67
Berkshire Money Management
Massachusetts
$7.6M 150,255 +16,650 +12%
MCM
68
Manchester Capital Management
Vermont
$7.43M 146,820 – –
MG
69
Mather Group
Illinois
$7.35M 145,224 +22,316 +18%
Northern Trust
70
Northern Trust
Illinois
$7.08M 139,912 +5,892 +4%
Ameriprise
71
Ameriprise
Minnesota
$7.02M 138,733 -2,335,452 -94%
CA
72
Cumberland Advisors
Florida
$6.79M 134,283 +82,850 +161%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$6.67M 131,800 -27,300 -17%
AAS
74
Annex Advisory Services
Wisconsin
$6.31M 124,738 +45,456 +57%
MSU
75
Maple Securities USA
New Jersey
$6.18M 122,174 +48,774 +66%
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