XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

674 hedge funds and large institutions have $11.3B invested in Health Care Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 269 increasing their positions, 212 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
16.83%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.42%
New
79
Increased
269
Reduced
212
Closed
60
Calls
$682M
Puts
$624M
Net Calls
+$57.4M
Net Calls Change
-$480M

Top Buyers

1
LPL Financial
LPL Financial
California
+$130M
2
State Street
State Street
Massachusetts
+$128M
3
QIM
Quantitative Investment Management
Virginia
+$110M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$84.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$83.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$396M
2
NM
NWI Management
New York
-$186M
3
ECM
Element Capital Management
New York
-$148M
4
CS
Credit Suisse
Switzerland
-$119M
5
Nomura Holdings
Nomura Holdings
Japan
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
276
Dynamic Advisor Solutions
Arizona
$1.82M +$17.6K +222 +1%
BA
277
Birinyi Associates
Connecticut
$1.79M – – –
SHWM
278
Smith & Howard Wealth Management
Georgia
$1.78M -$152K -1,921 -8%
ID
279
Integral Derivatives
New York
$1.77M +$1.77M +22,350 New
AIP
280
ARS Investment Partners
New York
$1.76M +$406K +5,118 +30%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$1.75M -$792 -10 -0%
GT
282
Glenmede Trust
Pennsylvania
$1.75M – – –
CWP
283
Capital Wealth Planning
Florida
$1.75M +$1.75M +22,092 New
KeyBank National Association
284
KeyBank National Association
Ohio
$1.74M -$65.5K -827 -4%
AWA
285
ARS Wealth Advisors
Florida
$1.73M +$618K +7,793 +55%
ISL
286
Ingalls & Snyder LLC
New York
$1.7M +$439K +5,540 +35%
FEG
287
Financial Enhancement Group
Indiana
$1.7M +$140K +1,767 +9%
SB
288
Simmons Bank
Arkansas
$1.65M -$59.2K -747 -3%
GIA
289
Granite Investment Advisors
New Hampshire
$1.63M +$121K +1,504 +8%
M&T Bank
290
M&T Bank
New York
$1.62M -$136K -1,721 -8%
MA
291
Montag & Associates
Georgia
$1.61M -$14.3K -180 -0.9%
LCM
292
Lee Capital Management
New York
$1.61M +$15.1K +191 +1%
MBT
293
Montecito Bank & Trust
California
$1.6M +$664K +8,387 +71%
VWM
294
Venturi Wealth Management
Texas
$1.6M +$399K +5,040 +33%
BGDI
295
BW Gestao de Investimentos
Brazil
$1.59M +$1.59M +20,000 New
SJIM
296
St. Johns Investment Management
Florida
$1.58M +$101K +1,271 +7%
SBL
297
Sargent Bickham Lagudis
Colorado
$1.56M +$24K +303 +2%
EDRH
298
Edmond de Rothschild Holding
Switzerland
$1.52M -$749K -9,443 -33%
SHGA
299
Sand Hill Global Advisors
California
$1.52M -$503K -6,343 -25%
WA
300
WFG Advisors
Texas
$1.51M +$193K +2,436 +15%
10 11
12
13 14