XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

660 hedge funds and large institutions have $10.5B invested in Health Care Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 238 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+46
Holders Change %
+7.49%
% of All Funds
16.45%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.25%
New
112
Increased
217
Reduced
238
Closed
55
Calls
$1.71B
Puts
$1.18B
Net Calls
+$538M
Net Calls Change
+$383M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$666M
2
CS
Credit Suisse
Switzerland
+$175M
3
ECM
Element Capital Management
New York
+$148M
4
QIM
Quantitative Investment Management
Virginia
+$97.2M
5
CM
Churchill Management
California
+$91.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$464M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$290M
3
Citigroup
Citigroup
New York
-$217M
4
Nomura Holdings
Nomura Holdings
Japan
-$172M
5
UBS Group
UBS Group
Switzerland
-$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Parallel Advisors
California
$247K +$86.1K +1,140 +53%
SBWM
527
Sunflower Bank Wealth Management
Arizona
$244K -$93K -1,250 -28%
BCA
528
Bray Capital Advisors
Florida
$239K +$235K +3,153 +5,733%
WSCM
529
Wellington Shields Capital Management
New York
$227K -$29.8K -400 -12%
SIM
530
Sterling Investment Management
Arizona
$225K +$225K +3,025 New
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$224K -$81.8K -1,100 -27%
BDF
532
Balasa Dinverno & Foltz
$223K – – –
GLA
533
Great Lakes Advisors
Illinois
$223K – – –
TFCP
534
Twin Focus Capital Partners
Massachusetts
$223K – – –
PAM
535
Peak Asset Management
Colorado
$223K – – –
OAM
536
Occidental Asset Management
California
$223K – – –
Mariner
537
Mariner
Kansas
$223K +$223K +3,000 New
APP
538
Avantax Planning Partners
Iowa
$215K +$215K +2,887 New
IAA
539
Independent Advisor Alliance
North Carolina
$215K +$215K +2,904 New
WAM
540
Wealthspire Advisors (Maryland)
Maryland
$211K – – –
AMM
541
American Money Management
California
$210K +$210K +2,831 New
GS
542
Girard Securities
California
$209K +$209K +2,810 New
ACM
543
Azimuth Capital Management
Michigan
$208K -$85.8K -1,155 -29%
EP
544
Edgestream Partners
New Jersey
$206K -$23.4K -314 -10%
WCF
545
West Coast Financial
California
$204K +$204K +2,750 New
FNBT
546
FineMark National Bank & Trust
Florida
$202K -$9.73K -131 -5%
EVM
547
Eaton Vance Management
Massachusetts
$201K +$201K +2,698 New
CPA
548
Clear Perspective Advisors
Illinois
$199K -$74.3K -1,000 -27%
CFA
549
Carroll Financial Associates
North Carolina
$186K -$2.59K -35 -1%
SAS
550
Stelac Advisory Services
New York
$186K +$186K +2,697 New
20 21
22
23 24