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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 %
BAM
401
Belpointe Asset Management
Nevada
$1.54M -$544K -5,346 -26%
BIA
402
Biondo Investment Advisors
Pennsylvania
$1.53M +$1.53M +15,025 New
RA
403
RFG Advisory
Alabama
$1.52M +$12.2K +120 +0.8%
AWA
404
ARS Wealth Advisors
Florida
$1.51M -$102K -1,002 -6%
PT
405
Plimoth Trust
Massachusetts
$1.5M -$8.25K -81 -0.5%
ISL
406
Ingalls & Snyder LLC
New York
$1.5M +$24.2K +238 +2%
DLHL
407
Donald L. Hagan LLC
Florida
$1.49M -$4.98M -47,644 -77%
GRP
408
Global Retirement Partners
California
$1.48M -$59.2K -581 -4%
LWM
409
Lyell Wealth Management
California
$1.44M -$190K -1,849 -12%
PFS
410
Prospera Financial Services
Texas
$1.43M +$10.9K +107 +0.8%
FIM
411
Freedom Investment Management
Connecticut
$1.43M +$73K +716 +5%
TD Asset Management
412
TD Asset Management
Ontario, Canada
$1.43M – – –
WA
413
Wealth Advisors
California
$1.43M +$1.43M +13,756 New
AS
414
Altshuler Shaham
Israel
$1.42M -$53.3K -523 -4%
AIIMS
415
Analyst IMS Investment Management Services
Israel
$1.41M -$1.66M -16,339 -54%
AF
416
Arrow Financial
New York
$1.4M -$118K -1,159 -8%
WHG
417
Westwood Holdings Group
Texas
$1.38M – – –
ECM
418
Estabrook Capital Management
New York
$1.37M +$1.37M +13,436 New
Koshinski Asset Management
419
Koshinski Asset Management
Illinois
$1.35M +$1.35M +13,304 New
BO
420
BRR OpCo
Ohio
$1.32M +$507K +4,979 +62%
CRCM
421
Corbett Road Capital Management
Virginia
$1.32M +$1.32M +12,906 New
LWM
422
Loveless Wealth Management
Montana
$1.31M +$1.31M +12,957 New
JWS
423
Juncture Wealth Strategies
Arizona
$1.31M -$84.6K -830 -6%
WP
424
WealthSource Partners
California
$1.29M +$154K +1,508 +13%
Chevy Chase Trust
425
Chevy Chase Trust
Maryland
$1.29M -$63.7K -625 -5%
15 16
17
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