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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 %
VFA
326
Voya Financial Advisors
Connecticut
$1.23M -$384K -4,843 -24%
RBC
327
Roble Belko & Company
Pennsylvania
$1.22M -$251K -3,174 -17%
FANJ
328
Financial Architects (New Jersey)
New Jersey
$1.22M +$50.4K +636 +4%
CA
329
Cornerstone Advisory
Maryland
$1.2M – – –
MC
330
Mathes Company
New York
$1.19M +$111K +1,400 +10%
MCM
331
MV Capital Management
Maryland
$1.19M +$37.5K +473 +3%
Cetera Investment Advisers
332
Cetera Investment Advisers
Illinois
$1.18M +$69.9K +888 +6%
HFS
333
HL Financial Services
Kentucky
$1.18M +$594K +7,496 +102%
DADC
334
D.A. Davidson & Co
Montana
$1.17M -$798K -10,071 -41%
NB
335
NBT Bank
New York
$1.15M -$84.4K -1,066 -7%
BCM
336
Boltwood Capital Management
California
$1.13M +$208K +2,625 +23%
ISB
337
Iowa State Bank
Iowa
$1.12M – – –
SIA
338
Spruce Investment Advisors
Connecticut
$1.09M -$167K -2,113 -13%
Chevy Chase Trust
339
Chevy Chase Trust
Maryland
$1.09M -$15.9K -200 -1%
VKH
340
Virtu KCG Holdings
New York
$1.07M +$390K +4,924 +57%
Prudential Financial
341
Prudential Financial
New Jersey
$1.07M +$376K +4,740 +54%
DI
342
Diligent Investors
California
$1.06M +$1.06M +13,322 New
Wolverine Trading
343
Wolverine Trading
Illinois
$1.05M -$1.01M -12,757 -49%
EWA
344
Exencial Wealth Advisors
Oklahoma
$1.05M +$697K +8,800 +198%
OCM
345
Orleans Capital Management
Louisiana
$1.04M -$238K -3,000 -19%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$98.1K +1,238 +10%
SS
347
Simplicity Solutions
Minnesota
$1M +$283K +3,575 +40%
WS
348
Wedbush Securities
California
$998K +$42.5K +536 +4%
PFT
349
Providence First Trust
Arizona
$966K +$966K +12,185 New
GEM
350
Global Endowment Management
North Carolina
$951K – – –
12 13
14
15 16