XLV icon

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 %
SHWM
126
Smith & Howard Wealth Management
Georgia
$3.25M +$306K +5,032 +10%
KIA
127
KCM Investment Advisors
California
$3.24M -$111K -1,819 -3%
ST
128
Sabal Trust
Florida
$3.24M +$72.2K +1,187 +2%
FCI
129
Financial Counselors Inc
Kansas
$2.98M -$47.4K -780 -2%
BWFA
130
Baltimore-Washington Financial Advisors
Maryland
$2.9M +$227K +3,737 +8%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$2.89M +$508K +8,345 +21%
HighTower Advisors
132
HighTower Advisors
Illinois
$2.85M -$958K -15,748 -25%
MBT
133
Monroe Bank & Trust
Michigan
$2.84M +$10.9K +180 +0.4%
HCMNY
134
Howard Capital Management (New York)
New York
$2.77M +$61.2K +1,006 +2%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.76M +$2.75M +45,262 +30,175%
PI
136
Placemark Investments
Illinois
$2.72M -$106K -1,745 -4%
MFS
137
MSI Financial Services
Massachusetts
$2.68M -$570K -9,362 -18%
LBG
138
Lloyds Banking Group
United Kingdom
$2.65M +$2.65M +43,535 New
AWP
139
Ascent Wealth Partners
New York
$2.63M +$1.03M +16,890 +64%
KeyBank National Association
140
KeyBank National Association
Ohio
$2.54M -$162K -2,671 -6%
VAM
141
Verity Asset Management
North Carolina
$2.54M -$65.5K -1,077 -3%
William Blair & Company
142
William Blair & Company
Illinois
$2.51M +$1.68M +27,630 +202%
PSI
143
Pinnacle Summer Investments
Virginia
$2.45M -$1.18M -19,161 -33%
DSAM
144
Dock Street Asset Management
Florida
$2.45M -$1.99M -32,788 -45%
VC
145
Vicus Capital
Pennsylvania
$2.44M +$166K +2,728 +7%
GC
146
Gruss & Co
Florida
$2.43M – – –
FNT
147
First National Trust
Pennsylvania
$2.38M -$342K -5,626 -13%
TFA
148
Transamerica Financial Advisors
Florida
$2.37M +$1.83M +30,049 +335%
LPC
149
Loeb Partners Corp
New York
$2.36M – – –
HJA
150
Hugh Johnson Advisors
New York
$2.32M -$763K -12,545 -25%
4 5
6
7 8