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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
$137M
5
Morgan Stanley
Morgan Stanley
New York
$780M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$704M
2
Bank of America
Bank of America
North Carolina
$3.54B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$17.6M
4
Citigroup
Citigroup
New York
$203M
5
CSIA
Charles Schwab Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NLI
26
Nippon Life Insurance
Japan
$116M – – –
TAIM
27
TD Ameritrade Investment Management
Nebraska
$115M -$135K -1,321 -0.1%
AII
28
AGF Investments Inc
Ontario, Canada
$97.4M +$19.3M +189,402 +25%
PFO
29
Pathstone Family Office
New Jersey
$97.4M +$432K +424 +0.4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$95.3M +$8.35M +81,963 +10%
PVH
31
Psagot Value Holdings
Israel
$91.3M -$579K -5,686 -0.6%
RIG
32
RiverFront Investment Group
Virginia
$86.3M -$1.46M -14,339 -2%
CL
33
Cabana LLC
Arkansas
$83.1M +$61.6M +604,505 +286%
UCFA
34
United Capital Financial Advisors
Texas
$75.4M +$5.27M +51,718 +8%
WA
35
WestEnd Advisors
North Carolina
$74.3M +$10.7M +104,567 +17%
FIA
36
Foundations Investment Advisors
Arizona
$73.9M +$52M +510,865 +238%
Fisher Asset Management
37
Fisher Asset Management
Washington
$71.8M +$5.77M +56,636 +9%
US Bancorp
38
US Bancorp
Minnesota
$62.7M -$1.03M -10,089 -2%
AAS
39
Annex Advisory Services
Wisconsin
$61.2M +$1.85M +18,144 +3%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$60.9M +$60.9M +598,160 New
PAG
41
Pinnacle Advisory Group
Maryland
$60.1M +$11.8M +115,633 +24%
AssetMark Inc
42
AssetMark Inc
California
$52.6M +$34.5M +338,409 +190%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$52.5M +$1.96M +19,272 +4%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$52.2M -$16.7M -164,440 -24%
SEIA
45
Signature Estate & Investment Advisors
California
$51.6M -$18.6M -182,260 -26%
CCA
46
Conservest Capital Advisors
Pennsylvania
$49.9M -$292K -2,863 -0.6%
MIH
47
Meitav Investment House
Israel
$47.8M +$23.4M +229,320 +96%
KIA
48
KCM Investment Advisors
California
$46.9M +$320K +3,141 +0.7%
LCM
49
Landscape Capital Management
New Jersey
$46.7M -$5.09M -50,000 -10%
PFG
50
Pacific Financial Group
Washington
$46.2M -$1.85M -18,158 -4%
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