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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 %
JGIA
276
Jackson Grant Investment Advisers
Connecticut
$2.91M -$212K -2,079 -7%
SWM
277
Strategic Wealth Management
Washington
$2.9M -$3.39M -33,333 -54%
6M
278
6 Meridian
Kansas
$2.88M -$21K -206 -0.7%
AAS
279
Avantax Advisory Services
Texas
$2.82M +$385K +3,776 +16%
SIGI
280
Susquehanna International Group (Ireland)
Ireland
$2.77M +$1.75M +17,179 +171%
TSS
281
Two Sigma Securities
New York
$2.77M -$2.19M -21,496 -44%
FAIM
282
Financial Advocates Investment Management
Washington
$2.77M +$103K +1,011 +4%
MPPLM
283
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.76M +$2.76M +27,121 New
Qube Research & Technologies (QRT)
284
Qube Research & Technologies (QRT)
United Kingdom
$2.75M +$2.75M +27,006 New
WS
285
Wela Strategies
Georgia
$2.74M +$3.57K +35 +0.1%
1832 Asset Management
286
1832 Asset Management
Ontario, Canada
$2.73M -$499K -4,885 -15%
KPW
287
Kore Private Wealth
New York
$2.7M -$909K -8,923 -25%
HAS
288
HBW Advisory Services
California
$2.7M +$1.28M +12,530 +90%
I
289
IberiaBank
Louisiana
$2.65M +$313K +3,074 +13%
LCH
290
Lee Capital Holdings
New York
$2.64M – – –
SWA
291
SFMG Wealth Advisors
Texas
$2.64M +$1.05M +10,300 +66%
PAS
292
Partnervest Advisory Services
California
$2.62M +$351K +3,446 +15%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$2.62M -$37K -363 -1%
LFAS
294
Level Four Advisory Services
Texas
$2.61M -$18.1K -177 -0.7%
BRG
295
Bay Rivers Group
Virginia
$2.59M +$2.59M +25,434 New
IA
296
IFG Advisory
Georgia
$2.58M -$67.5K -663 -3%
VDI
297
Vaughan David Investments
Illinois
$2.55M +$129K +1,263 +5%
EWM
298
EPG Wealth Management
Georgia
$2.54M +$2.54M +24,906 New
IWM
299
IHT Wealth Management
Illinois
$2.54M -$178K -1,748 -7%
SSG
300
Summit Securities Group
New York
$2.52M +$2.52M +24,700 New
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