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 %
CIM
126
Confluence Investment Management
Missouri
$6.56M -$479K -6,601 -7%
MCM
127
Manchester Capital Management
Vermont
$6.44M -$1.39M -19,204 -18%
NPC
128
National Planning Corporation
California
$6.27M +$4.81M +66,594 +329%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$6.26M -$445K -6,137 -7%
UFA
130
US Financial Advisors
Massachusetts
$6.24M +$5.86M +80,777 +1,544%
LA
131
Leonetti & Associates
Illinois
$6.22M +$317K +4,379 +5%
BA
132
BlackRock Advisors
Delaware
$6.18M -$1.14M -15,762 -16%
V
133
Veritable
Delaware
$6.16M +$297K +4,100 +5%
KIA
134
KCM Investment Advisors
California
$6.1M +$702K +9,686 +13%
PCM
135
Price Capital Management
Louisiana
$6.03M +$6.03M +83,215 New
MCM
136
MV Capital Management
Maryland
$5.73M -$390K -5,385 -6%
CA
137
Corrado Advisors
New Jersey
$5.73M +$5.73M +78,970 New
UAS
138
United Asset Strategies
New York
$5.71M -$994K -13,860 -15%
CPS
139
Counsel Portfolio Services
Ontario, Canada
$5.44M -$60.7K -837 -1%
MC
140
Martin & Co
Tennessee
$5.28M -$21.7K -300 -0.4%
KSA
141
Ken Stern & Associates
California
$5.24M +$402K +5,540 +8%
JWS
142
Juncture Wealth Strategies
Arizona
$5.23M -$3.96M -54,610 -43%
F
143
FolioMetrix
Nebraska
$5.22M +$1.36M +18,811 +35%
TFA
144
Toth Financial Advisory
Virginia
$4.98M -$46.2K -637 -0.9%
DCM
145
Dupont Capital Management
Delaware
$4.94M +$4.94M +68,120 New
SIM
146
Strategic Income Management
Washington
$4.9M -$213K -2,939 -4%
KHLMTHM
147
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.83M +$2.12M +28,647 +78%
AWP
148
Ascent Wealth Partners
New York
$4.8M +$1.55M +21,395 +48%
HighTower Advisors
149
HighTower Advisors
Illinois
$4.77M +$849K +11,706 +22%
FMT
150
First Mercantile Trust
Tennessee
$4.72M +$18.4K +254 +0.4%
4 5
6
7 8