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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.

New
Increased
Maintained
Reduced
Closed
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
Euclid Advisors
Connecticut
$430M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$92.3M
3
Two Sigma Investments
Two Sigma Investments
New York
$26.7M
4
Morgan Stanley
Morgan Stanley
New York
$418M
5
RMPT
Raytheon Master Pension Trust
Massachusetts
$24.4M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
$182M
2
Bank of America
Bank of America
North Carolina
$699M
3
Deutsche Bank
Deutsche Bank
Germany
$188M
4
CS
Credit Suisse
Switzerland
$30.4M
5
Ameriprise
Ameriprise
Minnesota
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBNAT
176
FirstMerit Bank N.A. Trustee
Ohio
$1.32M +$69.1K +1,367 +6%
SSWM
177
Sheets Smith Wealth Management
North Carolina
$1.31M – – –
NYLIM
178
New York Life Investment Management
New York
$1.28M +$27.1K +535 +2%
NG
179
NatWest Group
United Kingdom
$1.26M +$1.26M +24,875 New
NB
180
NBT Bank
New York
$1.25M -$64.4K -1,273 -5%
PP
181
Patten & Patten
Tennessee
$1.21M -$15.9K -315 -1%
SSWM
182
Smith Salley Wealth Management
North Carolina
$1.2M +$26.1K +516 +2%
WA
183
WFG Advisors
Texas
$1.17M -$3.21M -63,458 -73%
NCM
184
Nelson Capital Management
California
$1.14M +$13.2K +260 +1%
PG
185
Proffitt & Goodson
Tennessee
$1.14M -$4.05K -80 -0.4%
SHGA
186
Sand Hill Global Advisors
California
$1.11M +$486K +9,610 +77%
MBT
187
Montecito Bank & Trust
California
$1.1M -$166K -3,276 -13%
AIM
188
Assured Investment Management
New York
$1.07M – – –
Capstone Investment Advisors
189
Capstone Investment Advisors
New York
$1.07M +$1.07M +21,140 New
GIM
190
Goelzer Investment Management
Indiana
$1.07M -$1.33M -26,347 -56%
IFA
191
Interactive Financial Advisors
Illinois
$1.06M +$264K +5,211 +33%
GCA
192
Greenwood Capital Associates
South Carolina
$1.05M +$1.05M +20,728 New
VAM
193
Visium Asset Management
New York
$1.01M -$556K -11,000 -35%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$1.01M -$202K -3,992 -17%
BF
195
BOK Financial
Oklahoma
$1M +$18.4K +363 +2%
ICAS
196
Investors Capital Advisory Services
Massachusetts
$995K +$170K +3,351 +21%
RCM
197
Rotella Capital Management
Washington
$991K +$647K +12,800 +188%
AUIM
198
Aegon USA Investment Management
Iowa
$988K +$585K +11,566 +145%
MA
199
Montag & Associates
Georgia
$979K +$94.6K +1,870 +11%
CCM
200
Chilton Capital Management
Texas
$973K – – –
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8
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