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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 %
RG
476
Rikoon Group
New Mexico
$951K +$8.3K +81 +0.9%
ACA
477
Atlas Capital Advisors
Wyoming
$950K -$236K -2,314 -20%
PFA
478
Pettinga Financial Advisors
Indiana
$942K -$1.08M -10,610 -53%
TRCT
479
Tower Research Capital (TRC)
New York
$930K +$512K +5,024 +123%
CC
480
Claybrook Capital
Massachusetts
$929K +$278K +2,675 +43%
MCM
481
MV Capital Management
Maryland
$927K +$638K +6,260 +221%
ACM
482
Allred Capital Management
Texas
$926K -$687K -6,747 -43%
CAM
483
Cresset Asset Management
Illinois
$923K -$83.3K -808 -8%
Brown Advisory
484
Brown Advisory
Maryland
$918K +$366K +3,592 +66%
Manulife (Manufacturers Life Insurance)
485
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$913K +$913K +8,965 New
WA
486
Winfield Associates
Ohio
$912K -$331K -3,255 -27%
BCM
487
BTR Capital Management
California
$904K +$159K +1,560 +21%
AGA
488
Accuvest Global Advisors
Utah
$899K +$899K +8,829 New
WVP
489
Worth Venture Partners
New Jersey
$892K +$230K +2,257 +35%
VFA
490
Valeo Financial Advisors
Indiana
$887K -$312K -3,065 -26%
JGC
491
J. Goldman & Co
New York
$880K +$880K +8,637 New
JAWM
492
J. Arnold Wealth Management
Ohio
$880K +$880K +8,637 New
BS
493
Bessemer Securities
New York
$876K +$876K +8,600 New
LC
494
LCNB Corp
Ohio
$867K – – –
AAIM
495
Asset Advisors Investment Management
Georgia
$865K +$865K +8,395 New
HNB
496
Huntington National Bank
Ohio
$861K -$7.54K -74 -0.9%
CIA
497
CSat Investment Advisory
Michigan
$847K +$12.8K +126 +2%
EWM
498
Evercore Wealth Management
New York
$846K +$50.9K +500 +6%
SWA
499
Stratos Wealth Advisors
Ohio
$845K -$20.1K -197 -2%
GEM
500
Global Endowment Management
North Carolina
$843K +$843K +8,280 New
18 19
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