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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,014 hedge funds and large institutions have $14.8B invested in Health Care Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
+174
Holders Change %
+20.71%
% of All Funds
20.02%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.6%
New
238
Increased
336
Reduced
300
Closed
55
Calls
$773M
Puts
$2.09B
Net Calls
-$1.31B
Net Calls Change
-$431M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$209M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$145M
3
Truist Financial
Truist Financial
North Carolina
+$144M
4
State Street
State Street
Massachusetts
+$131M
5
Morgan Stanley
Morgan Stanley
New York
+$114M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$287M
2
Bank of America
Bank of America
North Carolina
-$215M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$154M
4
Citigroup
Citigroup
New York
-$104M
5
CSIA
Charles Schwab Investment Advisory
California
-$89.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NR
251
Newfound Research
Massachusetts
$3.35M -$612K -6,007 -15%
EVM
252
Eaton Vance Management
Massachusetts
$3.31M +$1.23M +12,114 +60%
SAM
253
Sequent Asset Management
Texas
$3.3M +$400K +3,930 +14%
SB
254
Simmons Bank
Arkansas
$3.27M +$29.6K +291 +0.9%
PPA
255
Parametric Portfolio Associates
Washington
$3.22M -$49.2K -483 -2%
GVAG
256
Great Valley Advisor Group
Delaware
$3.2M +$147K +1,445 +5%
IFA
257
Interactive Financial Advisors
Illinois
$3.19M +$641K +6,295 +25%
HF
258
HRT Financial
New York
$3.16M +$2.66M +26,092 +531%
KeyBank National Association
259
KeyBank National Association
Ohio
$3.12M -$149K -1,458 -5%
MCM
260
Magnolia Capital Management
New York
$3.11M +$3.11M +30,519 New
TW
261
TrinityPoint Wealth
Connecticut
$3.11M +$146K +1,435 +5%
ZIG
262
Zurich Insurance Group
Switzerland
$3.09M +$1.8M +17,734 +140%
ATI
263
Act Two Investors
California
$3.08M +$3.08M +30,251 New
TI
264
tru Independence
Oregon
$3.07M +$3.07M +34,683 New
SWM
265
Segment Wealth Management
Texas
$3.06M +$221K +2,171 +8%
CCMW
266
Cypress Capital Management (Wyoming)
Wyoming
$3.05M -$142K -1,381 -4%
ASN
267
Advisory Services Network
Georgia
$3.02M -$1.08M -10,621 -26%
JG
268
Jefferies Group
New York
$3.02M -$16.1M -158,526 -84%
MFW
269
Meristem Family Wealth
Minnesota
$3.01M – – –
SHA
270
Seneca House Advisors
Virginia
$2.98M -$781K -7,668 -21%
BCA
271
Bray Capital Advisors
Florida
$2.97M +$263K +2,578 +10%
AIA
272
Avalon Investment & Advisory
Texas
$2.95M +$2.25M +22,128 +323%
NA
273
NewEdge Advisors
Louisiana
$2.95M +$213K +2,087 +8%
SIMM
274
Stillwater Investment Management (Minnesota)
Minnesota
$2.92M +$77.6K +762 +3%
BAC
275
Boys Arnold & Co
North Carolina
$2.92M -$56.8K -558 -2%
9 10
11
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