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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 %
PPA
426
Parametric Portfolio Associates
Washington
$687K +$140K +1,692 +26%
DLCIG
427
D.L. Carlson Investment Group
New Hampshire
$674K -$38.2K -462 -5%
SI
428
Scharf Investments
California
$666K +$666K +8,059 New
ATFA
429
All Terrain Financial Advisors
Minnesota
$664K +$664K +8,031 New
RCAG
430
Rehmann Capital Advisory Group
Michigan
$661K +$132K +1,591 +25%
Jones Financial Companies
431
Jones Financial Companies
Missouri
$661K +$454K +5,490 +220%
AF
432
Affiance Financial
Minnesota
$659K -$185K -2,241 -22%
EWM
433
Endurance Wealth Management
Rhode Island
$656K -$49.9K -603 -7%
SGCA
434
Steel Grove Capital Advisors
Tennessee
$655K +$655K +7,924 New
CGH
435
Crossmark Global Holdings
Texas
$649K -$35.6K -431 -5%
CPA
436
Court Place Advisors
Maryland
$648K +$8.27K +100 +1%
PMG
437
ProVise Management Group
Florida
$646K +$144K +1,749 +29%
CCT
438
Country Club Trust
Missouri
$635K -$64.1K -775 -9%
SC
439
SouthState Corp
Florida
$635K +$20.7K +250 +3%
AG
440
Appleton Group
Wisconsin
$633K -$16.9K -204 -3%
EWM
441
Elite Wealth Management
Washington
$628K +$628K +7,601 New
NFG
442
Nations Financial Group
Iowa
$625K +$31.8K +385 +5%
IP
443
Intellectus Partners
California
$623K +$295K +3,572 +90%
SAM
444
Silvercrest Asset Management
New York
$622K +$30.3K +366 +5%
AllianceBernstein
445
AllianceBernstein
Tennessee
$621K +$21.7K +262 +4%
IFWM
446
Institute for Wealth Management
Colorado
$617K +$240K +2,895 +63%
MA
447
Mutual Advisors
Nebraska
$615K +$615K +7,437 New
MWM
448
Merriman Wealth Management
Washington
$609K +$336K +4,062 +123%
KIG
449
Kessler Investment Group
Indiana
$589K -$19.6K -237 -3%
UOC
450
UBS O'Connor
Illinois
$586K +$173K +2,087 +42%
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