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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 %
SG
176
Somerset Group
Minnesota
$1.68M -$20.7K -340 -1%
CCM
177
Chilton Capital Management
Texas
$1.67M +$87.9K +1,445 +6%
TPP
178
Triangle Peak Partners
California
$1.61M +$226K +3,717 +16%
PAG
179
Private Advisor Group
New Jersey
$1.61M +$202K +3,326 +14%
IFA
180
Interactive Financial Advisors
Illinois
$1.61M +$101K +1,659 +7%
FBNAT
181
FirstMerit Bank N.A. Trustee
Ohio
$1.6M +$25.5K +420 +2%
BRCM
182
Bright Rock Capital Management
Massachusetts
$1.58M – – –
MIS
183
Morningstar Investment Services
Illinois
$1.58M +$199K +3,270 +14%
BPC
184
Banque Pictet & Cie
Switzerland
$1.58M -$375K -6,170 -19%
Creative Planning
185
Creative Planning
Kansas
$1.57M +$139K +2,280 +10%
MLL
186
Moody Lynn & Lieberson
Massachusetts
$1.54M +$1.14M +18,815 +293%
BAAM
187
Baker Avenue Asset Management
California
$1.52M -$1.17M -19,258 -44%
SHGA
188
Sand Hill Global Advisors
California
$1.5M +$164K +2,690 +12%
IAA
189
Ironsides Asset Advisors
North Carolina
$1.48M +$1.48M +24,365 New
NPC
190
National Planning Corporation
California
$1.45M -$56.8K -933 -4%
SSWM
191
Smith Salley Wealth Management
North Carolina
$1.44M -$8.03K -132 -0.6%
BA
192
Birinyi Associates
Connecticut
$1.43M +$535K +8,800 +60%
CWM
193
Concert Wealth Management
California
$1.41M -$242K -4,106 -15%
IFWM
194
Institute for Wealth Management
Colorado
$1.41M +$19.1K +314 +1%
ST
195
Spot Trading
Illinois
$1.41M +$794K +13,048 +130%
ICAS
196
Investors Capital Advisory Services
Massachusetts
$1.4M +$196K +3,227 +16%
BF
197
BOK Financial
Oklahoma
$1.37M +$33.4K +550 +3%
SG Americas Securities
198
SG Americas Securities
New York
$1.36M -$121M -1,986,359 -99%
CCMH
199
Cornerstone Capital Management Holdings
New York
$1.35M +$904K +14,868 +202%
CFB
200
Cullen/Frost Bankers
Texas
$1.34M +$272K +4,477 +26%
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