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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

741 hedge funds and large institutions have $11.2B invested in Health Care Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 281 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
16.99%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
1.12%
New
63
Increased
254
Reduced
281
Closed
71
Calls
$371M
Puts
$527M
Net Calls
-$156M
Net Calls Change
-$47.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$113M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$72.4M
3
AII
AGF Investments Inc
Ontario, Canada
+$34.2M
4
QIM
Quantitative Investment Management
Virginia
+$32.9M
5
UOC
UBS O'Connor
Illinois
+$25M

Top Sellers

1
NM
NWI Management
New York
-$241M
2
FCFS
First Command Financial Services
Texas
-$119M
3
Barclays
Barclays
United Kingdom
-$108M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$98.8M
5
FCAS
First Command Advisory Services
Texas
-$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
576
Brown Advisory Securities
Maryland
$218K -$276K -3,316 -56%
GW
577
GW & Wade
Massachusetts
$218K – – –
DSAM
578
Dock Street Asset Management
Florida
$216K -$165K -1,981 -43%
BJL
579
Brighton Jones LLC
Washington
$216K -$21.8K -261 -9%
HFM
580
Hartford Financial Management
Connecticut
$216K – – –
CPA
581
Clear Perspective Advisors
Illinois
$215K – – –
BTNA
582
Bremer Trust National Association
Minnesota
$210K +$210K +2,518 New
TC
583
Truvestments Capital
Florida
$209K +$209K +2,498 New
Point72 Asset Management
584
Point72 Asset Management
Connecticut
$209K +$209K +2,500 New
IWC
585
Integrated Wealth Concepts
Massachusetts
$208K +$208K +2,487 New
SFSIG
586
San Francisco Sentry Investment Group
California
$207K -$28.1K -337 -12%
CCP
587
Corient Capital Partners
California
$207K – – –
WCF
588
West Coast Financial
California
$205K -$4.17K -50 -2%
AWM
589
Altavista Wealth Management
North Carolina
$205K +$205K +2,454 New
KPAG
590
KLS Professional Advisors Group
New York
$204K +$204K +2,445 New
CS
591
Credential Securities
$202K +$202K +2,422 New
MA
592
MCF Advisors
Kentucky
$202K – – –
ALIONA
593
Allianz Life Insurance of North America
Minnesota
$202K +$202K +2,418 New
LWCFA
594
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K -$593K -7,083 -75%
BG
595
Bollard Group
Massachusetts
$191K +$752 +9 +0.4%
LWS
596
Lucia Wealth Services
California
$186K +$35.4K +425 +24%
WTC
597
WhitTier Trust Company
Nevada
$182K – – –
C
598
Cerebellum
California
$181K -$7.83K -94 -4%
AC
599
Avestar Capital
New York
$173K +$153K +1,837 +753%
MGIA
600
Moneta Group Investment Advisors
Missouri
$171K +$171K +2,053 New
22 23
24
25 26