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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 %
AIC
551
Ameritas Investment Company
Nebraska
$677K -$24.3K -239 -3%
SAM
552
Secure Asset Management
Michigan
$675K +$675K +6,627 New
MCCP
553
Mission Creek Capital Partners
California
$672K +$672K +6,600 New
CS
554
Cannell & Spears
New York
$671K – – –
CF
555
Centaurus Financial
California
$670K -$211K -2,068 -24%
CWM
556
Cornerstone Wealth Management
Missouri
$669K -$85.5K -840 -11%
FC
557
Ferris Capital
Massachusetts
$662K – – –
PCMC
558
Paragon Capital Management (Colorado)
Colorado
$658K – – –
KWILP
559
Kiwi Wealth Investments Limited Partnership
New Zealand
$657K +$657K +6,454 New
PPP
560
Private Portfolio Partners
New Jersey
$652K +$42.5K +417 +7%
W
561
WealthOne
New York
$648K +$154K +1,511 +31%
MNBTD
562
Moody National Bank Trust Division
Texas
$643K +$643K +6,317 New
VC
563
Vicus Capital
Pennsylvania
$641K -$35.9K -353 -5%
OAM
564
Oppenheimer Asset Management
New York
$641K +$234K +2,295 +57%
FI
565
Financial Insights
Washington
$640K -$4.28K -42 -0.7%
PFM
566
Peak Financial Management
Massachusetts
$637K – – –
OMC
567
Old Mission Capital
Illinois
$623K +$623K +6,112 New
SBH
568
Segall Bryant & Hamill
Illinois
$622K – – –
VAG
569
VisionPoint Advisory Group
Texas
$618K -$187K -1,835 -23%
CMI
570
Clare Market Investments
Texas
$616K +$616K +6,043 New
CAG
571
Crestwood Advisors Group
Massachusetts
$616K +$52.1K +511 +9%
TC
572
TownSquare Capital
Utah
$615K -$644K -6,315 -51%
AC
573
Abbrea Capital
California
$613K -$66.7K -650 -10%
PMG
574
ProVise Management Group
Florida
$612K -$21.1K -207 -3%
OCM
575
Orser Capital Management
Texas
$611K -$102 -1 -0%
21 22
23
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