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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 %
MAM
151
Marquette Asset Management
Minnesota
$2.28M – – –
BWM
152
Braver Wealth Management
Massachusetts
$2.28M -$6.71M -110,238 -75%
PAG
153
Pinnacle Advisory Group
Maryland
$2.26M -$61.4K -1,009 -3%
BG
154
BlackRock Group
United Kingdom
$2.22M – – –
QIM
155
Quantitative Investment Management
Virginia
$2.19M +$730K +12,000 +50%
NI
156
Numeric Investors
Massachusetts
$2.15M +$1.25M +20,600 +140%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$2.11M -$1.9M -31,213 -47%
MWVC
158
Morgens Waterfall Vintiadis & Co
New York
$2.09M – – –
BTS
159
BB&T Securities
Virginia
$2.07M +$2.07M +3,404 New
FNBOH
160
First National Bank of Hutchinson
Kansas
$2.06M -$95.8K -1,575 -4%
MSU
161
Maple Securities USA
New Jersey
$2.06M +$2.06M +33,800 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$2.05M +$22.8K +374 +1%
AP
163
Advisors Preferred
Maryland
$2.02M +$1.95M +32,105 +3,003%
NG
164
NatWest Group
United Kingdom
$1.96M -$2.13K -35 -0.1%
MFW
165
Meristem Family Wealth
Minnesota
$1.95M – – –
Stifel Financial
166
Stifel Financial
Missouri
$1.95M +$708K +11,632 +57%
TTWM
167
TCV Trust & Wealth Management
Virginia
$1.92M -$257K -4,225 -12%
WAM
168
Weatherly Asset Management
California
$1.9M -$15.2K -250 -0.8%
SIMM
169
Stillwater Investment Management (Minnesota)
Minnesota
$1.9M +$109K +1,797 +6%
CS
170
Cannell & Spears
New York
$1.89M +$1.89M +31,023 New
PAI
171
Pittenger & Anderson Inc
Nebraska
$1.87M -$26.5K -435 -1%
AUIM
172
Aegon USA Investment Management
Iowa
$1.79M +$149K +2,445 +9%
SFM
173
Sphera Funds Management
Israel
$1.79M -$7.91M -130,000 -82%
FMBTD
174
First Midwest Bank Trust Division
Illinois
$1.74M – – –
WCM
175
Windsor Capital Management
Arizona
$1.72M +$36.6K +602 +2%
5 6
7
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