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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

660 hedge funds and large institutions have $10.5B invested in Health Care Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 238 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+46
Holders Change %
+7.49%
% of All Funds
16.45%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.25%
New
112
Increased
217
Reduced
238
Closed
55
Calls
$1.71B
Puts
$1.18B
Net Calls
+$538M
Net Calls Change
+$383M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$666M
2
CS
Credit Suisse
Switzerland
+$175M
3
ECM
Element Capital Management
New York
+$148M
4
QIM
Quantitative Investment Management
Virginia
+$97.2M
5
CM
Churchill Management
California
+$91.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$464M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$290M
3
Citigroup
Citigroup
New York
-$217M
4
Nomura Holdings
Nomura Holdings
Japan
-$172M
5
UBS Group
UBS Group
Switzerland
-$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
326
Hanlon Investment Management
New Jersey
$952K +$952K +12,800 New
WS
327
Wedbush Securities
California
$897K +$26.9K +361 +3%
GEM
328
Global Endowment Management
North Carolina
$892K – – –
MBT
329
Montecito Bank & Trust
California
$881K -$110K -1,485 -11%
JIC
330
Johnson Investment Counsel
Ohio
$880K +$60.8K +818 +7%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$878K -$1.38M -18,603 -61%
BCM
332
Boltwood Capital Management
California
$866K +$57.4K +772 +7%
NWP
333
Northstar Wealth Partners
Connecticut
$864K +$864K +11,654 New
BWM
334
BigSur Wealth Management
Florida
$857K +$381K +5,040 +80%
AF
335
Affiance Financial
Minnesota
$846K -$235K -3,156 -22%
BA
336
BKS Advisors
Michigan
$845K +$33.5K +450 +4%
BA
337
Bristlecone Advisors
Washington
$844K – – –
MWM
338
Merriman Wealth Management
Washington
$837K +$837K +11,251 New
CCM
339
Condor Capital Management
New Jersey
$834K -$72.2K -971 -8%
WCM
340
Weatherstone Capital Management
Colorado
$834K +$37.2K +500 +5%
SAM
341
Sequent Asset Management
Texas
$826K +$70.6K +948 +9%
SFS
342
Sowell Financial Services
Arkansas
$821K +$232K +3,060 +39%
ZIG
343
Zurich Insurance Group
Switzerland
$808K +$207K +2,782 +34%
CWM
344
Cornerstone Wealth Management
Missouri
$797K +$34.2K +461 +4%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$778K -$1.58M -21,232 -67%
SBIA
346
Sheaff Brock Investment Advisors
Indiana
$756K +$756K +10,163 New
TD Asset Management
347
TD Asset Management
Ontario, Canada
$748K -$101K -1,365 -12%
BC
348
Bartlett & Co
Ohio
$748K – – –
BCM
349
BlueCrest Capital Management
Jersey
$744K -$430K -5,781 -37%
OMC
350
Overbrook Management Corp
New York
$741K +$6.69K +90 +0.9%
12 13
14
15 16