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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 %
HF
351
HRT Financial
New York
$926K +$926K +11,689 New
DC
352
Davenport & Co
Virginia
$913K +$913K +11,528 New
JIC
353
Johnson Investment Counsel
Ohio
$908K -$30.6K -386 -3%
HHC
354
Hutchin Hill Capital
New York
$905K -$8.19M -103,250 -90%
BWM
355
BigSur Wealth Management
Florida
$903K – – –
CWM
356
Cornerstone Wealth Management
Missouri
$903K +$56.9K +723 +7%
BA
357
BKS Advisors
Michigan
$901K – – –
BA
358
Bristlecone Advisors
Washington
$899K – – –
AWA
359
Artemis Wealth Advisors
New York
$893K -$341K -4,300 -28%
CCM
360
Condor Capital Management
New Jersey
$880K -$8.4K -106 -0.9%
CA
361
Corrado Advisors
New Jersey
$877K +$101K +1,280 +13%
SFS
362
Sowell Financial Services
Arkansas
$875K +$15.1K +190 +2%
TNB
363
Thomasville National Bank
Georgia
$873K +$104K +1,314 +14%
SAM
364
Sequent Asset Management
Texas
$871K -$8.56K -108 -1%
WCM
365
Weatherstone Capital Management
Colorado
$866K -$23.1K -292 -3%
BF
366
BOK Financial
Oklahoma
$865K -$689K -8,696 -44%
NWP
367
Northstar Wealth Partners
Connecticut
$862K -$59K -747 -6%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$851K +$153K +1,924 +22%
PAS
369
Partnervest Advisory Services
California
$845K -$184K -2,321 -18%
AF
370
Affiance Financial
Minnesota
$842K -$59.8K -755 -7%
TD Asset Management
371
TD Asset Management
Ontario, Canada
$797K – – –
BC
372
Bartlett & Co
Ohio
$797K – – –
FHAM
373
Folger Hill Asset Management
New York
$793K +$793K +10,010 New
LPC
374
Loeb Partners Corp
New York
$792K -$792K -10,000 -50%
IFWM
375
Institute for Wealth Management
Colorado
$779K +$779K +9,854 New
13 14
15
16 17