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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 %
AIP
526
Ahrens Investment Partners
Louisiana
$376K -$12.4K -150 -3%
LFS
527
Legacy Financial Strategies
Kansas
$376K +$376K +4,550 New
HPC
528
Hobart Private Capital
North Carolina
$375K +$375K +4,541 New
FPGK
529
Financial Partners Group (Kansas)
Kansas
$374K +$374K +4,525 New
EM
530
ELCO Management
New York
$373K -$34.7K -419 -9%
WTC
531
WhitTier Trust Company
Nevada
$373K +$301K +3,633 +415%
PA
532
Pinnacle Associates
New York
$364K +$12.3K +148 +3%
FNBOO
533
First National Bank of Omaha
Nebraska
$364K +$364K +4,402 New
IGGA
534
Iron Gate Global Advisors
Utah
$357K -$168K -2,027 -32%
NA
535
NewEdge Advisors
Louisiana
$357K +$2.97K +35 +0.8%
Comerica Bank
536
Comerica Bank
Texas
$353K -$80.7K -907 -19%
SAM
537
Seelaus Asset Management
New Jersey
$353K +$353K +4,275 New
SMFS
538
Squar Milner Financial Services
California
$352K +$352K +3,858 New
MIM
539
Marco Investment Management
Georgia
$346K +$66.1K +800 +24%
LA
540
Lynch & Associates
Indiana
$339K – – –
GT
541
Glenview Trust
Kentucky
$338K -$744 -9 -0.2%
FWP
542
FAS Wealth Partners
Kansas
$337K +$1.32K +16 +0.4%
SS
543
Simplicity Solutions
Minnesota
$337K +$32.9K +398 +11%
PCA
544
Private Capital Advisors
Connecticut
$331K – – –
CSIC
545
Clifford Swan Investment Counsel
California
$331K +$331K +4,000 New
FNBT
546
FineMark National Bank & Trust
Florida
$330K +$31.3K +379 +10%
GG
547
Gofen & Glossberg
Illinois
$328K – – –
William Blair Investment Management
548
William Blair Investment Management
Illinois
$327K – – –
FA
549
FMA Advisory
Pennsylvania
$327K +$25.4K +307 +8%
EM
550
Excalibur Management
Massachusetts
$326K -$6.21K -75 -2%
20 21
22
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