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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 %
IGGA
451
Iron Gate Global Advisors
Utah
$435K +$435K +5,484 New
MLL
452
Moody Lynn & Lieberson
Massachusetts
$430K – – –
CWM
453
Concert Wealth Management
California
$428K -$20.2K -254 -4%
GBT
454
Grove Bank & Trust
Florida
$423K -$201K -2,536 -32%
SMC
455
Smith, Moore & Co
Missouri
$422K +$47.5K +600 +13%
CPA
456
Capital Planning Advisors
California
$418K -$820K -10,343 -66%
WB
457
WesBanco Bank
West Virginia
$415K -$11.2K -141 -3%
WAS
458
WESPAC Advisors SoCal
California
$411K -$23.8K -300 -5%
PMG
459
ProVise Management Group
Florida
$411K +$27.8K +351 +7%
TAM
460
Tocqueville Asset Management
New York
$408K +$39.6K +500 +11%
TCM
461
Tuttle Capital Management
Connecticut
$406K +$406K +5,120 New
MAM
462
Meeder Asset Management
Ohio
$405K -$39.9K -503 -9%
PAG
463
Pinnacle Advisory Group
Maryland
$400K -$14.3K -180 -3%
TAF
464
Tredje AP-fonden
Sweden
$396K – – –
Truist Financial
465
Truist Financial
North Carolina
$395K -$17.9K -226 -4%
EM
466
ELCO Management
New York
$394K +$4.04K +51 +1%
NEPWA
467
New England Private Wealth Advisors
Massachusetts
$392K -$28.4K -358 -7%
BMM
468
Buffington Mohr McNeal
Idaho
$389K – – –
CIAS
469
Capital Investment Advisory Services
North Carolina
$389K +$10.4K +131 +3%
BCFS
470
Butensky & Cohen Financial Security
Florida
$389K +$34.4K +434 +10%
AIP
471
Ahrens Investment Partners
Louisiana
$388K -$15.8K -200 -4%
RMAM
472
Raab & Moskowitz Asset Management
New Jersey
$386K +$5.08K +65 +1%
CS
473
Cannell & Spears
New York
$384K – – –
Franklin Resources
474
Franklin Resources
California
$382K -$71.3K -900 -16%
LWAC
475
Laurel Wealth Advisors (California)
California
$382K -$6.96K -88 -2%
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