XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

768 hedge funds and large institutions have $12.4B invested in Health Care Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 253 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+65
Holders Change %
+9.25%
% of All Funds
17.44%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
1.32%
New
143
Increased
253
Reduced
245
Closed
67
Calls
$523M
Puts
$1.01B
Net Calls
-$489M
Net Calls Change
-$381M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$333M
2
WIM
Windhaven Investment Management
Massachusetts
+$92.2M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$91M
4
Citigroup
Citigroup
New York
+$50.5M
5
N
Natixis
France
+$40.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$174M
2
Bank of America
Bank of America
North Carolina
-$171M
3
QIM
Quantitative Investment Management
Virginia
-$129M
4
CS
Credit Suisse
Switzerland
-$91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
WVP
351
Worth Venture Partners
New Jersey
$1.17M +$289K +3,496 +33%
SSWM
352
Smith Salley Wealth Management
North Carolina
$1.17M -$763K -9,224 -40%
SC
353
Sovarnum Capital
New York
$1.16M +$1.16M +14,000 New
EWA
354
Exencial Wealth Advisors
Oklahoma
$1.15M +$50.2K +607 +5%
CT
355
Cambridge Trust
Massachusetts
$1.11M +$699K +8,455 +168%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$1.11M +$28.1K +340 +3%
SCM
357
SOL Capital Management
Maryland
$1.1M – – –
WS
358
Wedbush Securities
California
$1.1M +$1.9K +23 +0.2%
DCM
359
Donaldson Capital Management
Indiana
$1.1M +$431K +5,213 +65%
MIM
360
MPI Investment Management
Illinois
$1.09M +$1.09M +13,186 New
CTB
361
Country Trust Bank
Illinois
$1.08M +$918K +11,103 +574%
DI
362
Diligent Investors
California
$1.08M -$12.3K -149 -1%
Citadel Advisors
363
Citadel Advisors
Florida
$1.07M -$15.1M -183,149 -93%
LFPWM
364
Leicht Financial Planning & Wealth Management
New Jersey
$1.07M -$565K -6,658 -35%
LWM
365
Lyell Wealth Management
California
$1.06M -$48K -580 -4%
Baird Financial Group
366
Baird Financial Group
Wisconsin
$1.04M -$22.4M -271,052 -96%
OCM
367
Orleans Capital Management
Louisiana
$1.03M -$62K -750 -6%
FF
368
Fluent Financial
Texas
$1.03M +$1.03M +12,088 New
JIC
369
Johnson Investment Counsel
Ohio
$1.02M +$25K +303 +3%
SFSG
370
Stearns Financial Services Group
North Carolina
$1.02M -$353K -4,266 -26%
NEAM
371
New England Asset Management
Connecticut
$1.02M +$1.02M +12,300 New
AWA
372
ARS Wealth Advisors
Florida
$986K -$1M -12,145 -50%
FEG
373
Financial Enhancement Group
Indiana
$985K -$676K -8,173 -41%
BF
374
BOK Financial
Oklahoma
$983K -$119K -1,443 -11%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$968K -$23.6K -285 -2%
13 14
15
16 17