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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 %
UBG
601
United Bank (Georgia)
Georgia
$238K +$7.7K +93 +3%
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$237K +$2.73K +33 +1%
SCM
603
Stellar Capital Management
Arizona
$237K +$22.4K +271 +10%
SEI Investments
604
SEI Investments
Pennsylvania
$237K +$111K +1,339 +88%
VWM
605
Valley Wealth Managers
New Jersey
$234K -$1.9K -23 -0.8%
CNBT
606
Canandaigua National Bank & Trust
New York
$233K – – –
MFG
607
Merit Financial Group
Georgia
$233K +$233K +2,824 New
OPCM
608
Osborne Partners Capital Management
California
$231K -$5.53K -67 -2%
AMM
609
American Money Management
California
$229K – – –
DWT
610
Dorsey & Whitney Trust
South Dakota
$228K +$228K +2,760 New
CAM
611
Concorde Asset Management
Michigan
$221K -$236K -2,853 -52%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$220K +$220K +2,661 New
CPA
613
Clear Perspective Advisors
Illinois
$219K -$4.38K -53 -2%
FFA
614
First Foundation Advisors
California
$219K +$219K +2,644 New
SFSIG
615
San Francisco Sentry Investment Group
California
$218K +$23K +278 +12%
CC
616
Cedar Capital
Illinois
$218K +$218K +2,641 New
GA
617
GFS Advisors
Texas
$217K – – –
WCBA
618
Weaver C. Barksdale & Associates
Tennessee
$217K +$217K +2,630 New
GW
619
GW & Wade
Massachusetts
$216K -$3.06K -37 -1%
1WA
620
180 Wealth Advisors
Washington
$213K +$213K +2,581 New
AA
621
Ancora Advisors
Ohio
$210K -$425K -5,141 -67%
KPAG
622
KLS Professional Advisors Group
New York
$208K +$208K +2,510 New
BJL
623
Brighton Jones LLC
Washington
$207K -$386K -4,668 -65%
DC
624
Davenport & Co
Virginia
$206K -$76.1K -921 -27%
CWS
625
Cypress Wealth Services
California
$206K +$206K +2,488 New
23 24
25
26 27