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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

412 hedge funds and large institutions have $8.3B invested in Health Care Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+22
Holders Change %
+5.64%
% of All Funds
11.91%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
1.04%
New
56
Increased
198
Reduced
113
Closed
33
Calls
$360M
Puts
$844M
Net Calls
-$484M
Net Calls Change
-$277M

Top Buyers

1
BlackRock
BlackRock
New York
+$246M
2
EA
Euclid Advisors
Connecticut
+$208M
3
CA
Commerzbank Aktiengesellschaft
Germany
+$165M
4
U
UBS
Switzerland
+$141M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$104M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
State Street
State Street
Massachusetts
-$101M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$59.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
176
Windsor Capital Management
Arizona
$1.62M +$49.1K +839 +3%
CWM
177
Concert Wealth Management
California
$1.62M -$179K -3,087 -10%
CAM
178
Capstone Asset Management
Texas
$1.58M +$1.58M +27,040 New
AUIM
179
Aegon USA Investment Management
Iowa
$1.58M -$30.6K -523 -2%
PAS
180
Partnervest Advisory Services
California
$1.57M +$866K +14,807 +123%
Wellington Management Group
181
Wellington Management Group
Massachusetts
$1.56M +$1.56M +26,660 New
B
182
Barings
North Carolina
$1.54M +$1.1M +18,850 +250%
AWP
183
Ascent Wealth Partners
New York
$1.54M +$1.54M +26,335 New
BRCM
184
Bright Rock Capital Management
Massachusetts
$1.52M +$1.52M +26,000 New
CCM
185
Chilton Capital Management
Texas
$1.52M +$62.5K +1,068 +4%
FBNAT
186
FirstMerit Bank N.A. Trustee
Ohio
$1.51M +$77.9K +1,332 +5%
BAAM
187
Baker Avenue Asset Management
California
$1.47M +$915K +27,550 +166%
NPC
188
National Planning Corporation
California
$1.46M -$2.9M -49,082 -67%
IFA
189
Interactive Financial Advisors
Illinois
$1.45M +$172K +2,933 +13%
CA
190
Cetera Advisors
Colorado
$1.43M +$26.8K +459 +2%
PP
191
Patten & Patten
Tennessee
$1.42M +$44.5K +760 +3%
SSWM
192
Sheets Smith Wealth Management
North Carolina
$1.42M -$26.9K -459 -2%
QIM
193
Quantitative Investment Management
Virginia
$1.4M +$1.4M +24,000 New
SSWM
194
Smith Salley Wealth Management
North Carolina
$1.39M +$30K +513 +2%
Creative Planning
195
Creative Planning
Kansas
$1.37M +$170K +2,900 +14%
PAG
196
Private Advisor Group
New Jersey
$1.35M +$63.6K +1,087 +5%
CAN
197
Cetera Advisor Networks
California
$1.35M +$286K +4,879 +27%
IFWM
198
Institute for Wealth Management
Colorado
$1.33M -$43.6K -745 -3%
TPP
199
Triangle Peak Partners
California
$1.33M +$386K +6,605 +41%
MIS
200
Morningstar Investment Services
Illinois
$1.33M +$238K +4,066 +22%
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