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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 %
SSB
201
Sandy Spring Bank
Maryland
$1.34M +$115K +1,883 +9%
NCM
202
Nelson Capital Management
California
$1.32M +$7.24K +119 +0.6%
BAC
203
Boys Arnold & Co
North Carolina
$1.3M +$60.8K +1,000 +5%
PG
204
Proffitt & Goodson
Tennessee
$1.29M -$22.8K -375 -2%
AIM
205
Assured Investment Management
New York
$1.29M – – –
MIC
206
Meridian Investment Counsel
California
$1.28M -$11.4K -188 -0.9%
BII
207
Bainco International Investors
Massachusetts
$1.26M +$147K +2,421 +13%
SSWM
208
Sheets Smith Wealth Management
North Carolina
$1.21M -$268K -4,407 -18%
PP
209
Pension Partners
New York
$1.19M +$1.19M +19,612 New
MA
210
Montag & Associates
Georgia
$1.18M +$14.4K +237 +1%
PAS
211
Partnervest Advisory Services
California
$1.15M -$479K -7,873 -29%
WA
212
Winfield Associates
Ohio
$1.15M +$142K +2,336 +14%
GIM
213
Goelzer Investment Management
Indiana
$1.14M -$42.2K -694 -4%
NB
214
NBT Bank
New York
$1.1M -$238K -3,908 -18%
VFS
215
VSR Financial Services
Kansas
$1.1M -$7.79K -128 -0.7%
PP
216
Patten & Patten
Tennessee
$1.09M -$392K -6,445 -26%
CA
217
Cetera Advisors
Colorado
$1.08M -$402K -6,627 -27%
BAM
218
Brave Asset Management
New Jersey
$1.07M – – –
ABC
219
Associated Banc-Corp
Wisconsin
$1.07M -$63.1K -1,037 -6%
KFS
220
KMS Financial Services
Washington
$1.04M +$8.58K +141 +0.8%
CAN
221
Cetera Advisor Networks
California
$1.03M -$359K -5,951 -26%
VFA
222
Virtus Fund Advisers
Connecticut
$1.02M +$1.02M +16,689 New
DAS
223
Dynamic Advisor Solutions
Arizona
$1.01M -$19.3K -318 -2%
GT
224
Glenmede Trust
Pennsylvania
$997K +$70.5K +1,160 +8%
SJIM
225
St. Johns Investment Management
Florida
$988K – – –
7 8
9
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