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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 %
NB
201
NBT Bank
New York
$1.29M -$61.1K -1,044 -5%
SHGA
202
Sand Hill Global Advisors
California
$1.29M +$2.92K +50 +0.2%
PMG
203
ProVise Management Group
Florida
$1.28M +$182K +3,117 +17%
BF
204
BOK Financial
Oklahoma
$1.28M +$37.4K +640 +3%
PG
205
Proffitt & Goodson
Tennessee
$1.27M -$34.8K -595 -3%
NCM
206
Nelson Capital Management
California
$1.27M +$136K +2,320 +12%
SB
207
Suntrust Banks
Georgia
$1.26M +$283K +4,847 +29%
LSA
208
L & S Advisors
California
$1.25M -$95.2K -1,628 -7%
AIM
209
Assured Investment Management
New York
$1.24M – – –
MIC
210
Meridian Investment Counsel
California
$1.24M +$760 +13 +0.1%
Stifel Financial
211
Stifel Financial
Missouri
$1.19M +$1.19M +20,404 New
BAC
212
Boys Arnold & Co
North Carolina
$1.19M +$643K +11,000 +118%
SSB
213
Sandy Spring Bank
Maryland
$1.18M +$219K +3,742 +23%
NYLIM
214
New York Life Investment Management
New York
$1.16M -$3.76M -64,296 -76%
ICAS
215
Investors Capital Advisory Services
Massachusetts
$1.15M -$156K -2,660 -12%
EAM
216
Eclectica Asset Management
United Kingdom
$1.15M -$2.99M -51,200 -72%
GIM
217
Goelzer Investment Management
Indiana
$1.13M -$11.6K -199 -1%
MA
218
Montag & Associates
Georgia
$1.12M – – –
ABC
219
Associated Banc-Corp
Wisconsin
$1.08M -$34.7K -594 -3%
BII
220
Bainco International Investors
Massachusetts
$1.07M +$150K +2,568 +16%
VFS
221
VSR Financial Services
Kansas
$1.06M +$842K +14,400 +383%
BAM
222
Brave Asset Management
New Jersey
$1.03M +$17.6K +300 +2%
CFB
223
Cullen/Frost Bankers
Texas
$1.02M +$577K +9,867 +129%
PC
224
Passport Capital
California
$1M +$1M +17,173 New
OC
225
Oppenheimer & Co
New York
$1M +$486K +8,316 +94%
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