XLV icon

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 %
NFP
526
Narus Financial Partners
Utah
$753K +$27.6K +271 +4%
IFG
527
Investors Financial Group
Minnesota
$752K +$752K +7,387 New
CI
528
Clal Insurance
Israel
$750K -$11.5M -1,173,605 -94%
Tudor Investment Corp
529
Tudor Investment Corp
Connecticut
$750K +$750K +7,361 New
SC
530
SouthState Corp
Florida
$745K – – –
AWA
531
Artemis Wealth Advisors
New York
$744K +$744K +7,300 New
TFGT
532
TS Financial Group (TSFG)
Illinois
$743K -$62.6K -614 -8%
CWP
533
Capital Wealth Planning
Florida
$738K -$103K -1,007 -12%
WJWM
534
Williams Jones Wealth Management
New York
$738K -$49.9K -490 -6%
RIA
535
RPG Investment Advisory
California
$734K -$7.64K -75 -1%
EWM
536
Endurance Wealth Management
Rhode Island
$734K +$1.22K +12 +0.2%
LWAC
537
Laurel Wealth Advisors (California)
California
$729K -$66.6K -653 -8%
RT
538
Rockland Trust
Massachusetts
$724K +$89.3K +877 +14%
Kovitz Investment Group Partners
539
Kovitz Investment Group Partners
Illinois
$714K +$5.81K +57 +0.8%
FFA
540
Fragasso Financial Advisors
Pennsylvania
$711K +$711K +6,975 New
WT
541
Whittier Trust
California
$708K +$173K +1,700 +32%
MIM
542
Marco Investment Management
Georgia
$701K +$20.4K +200 +3%
WAS
543
WESPAC Advisors SoCal
California
$699K +$71.8K +705 +11%
SIM
544
Sterling Investment Management
Arizona
$696K -$32.7K -321 -4%
CL
545
CPWM LLC
Washington
$692K +$7.13K +70 +1%
NFC
546
Northeast Financial Consultants
Connecticut
$691K +$58.4K +573 +9%
SIC
547
Salem Investment Counselors
North Carolina
$687K – – –
DI
548
DFPG Investments
Utah
$687K +$36.9K +355 +6%
RFWA
549
RPg Family Wealth Advisory
Massachusetts
$683K +$56.9K +559 +9%
Comerica Bank
550
Comerica Bank
Texas
$678K -$15.1K -149 -2%
20 21
22
23 24