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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 %
CWS
626
Cypress Wealth Services
California
$495K +$19.7K +193 +4%
SBL
627
Sargent Bickham Lagudis
Colorado
$495K +$35.7K +350 +8%
Bank of Nova Scotia
628
Bank of Nova Scotia
Ontario, Canada
$494K +$407 +4 +0.1%
FVWA
629
Foster Victor Wealth Advisors
South Carolina
$491K +$491K +4,802 New
BSW
630
Buckingham Strategic Wealth
Missouri
$486K -$39.8K -391 -8%
TFF
631
The Family Firm
Maryland
$485K -$43.3K -425 -8%
IC
632
IEQ Capital
California
$484K +$484K +4,755 New
HWA
633
Heritage Wealth Advisors
Virginia
$483K -$160K -1,569 -25%
HFS
634
Howard Financial Services
Texas
$483K – – –
EM
635
ELCO Management
New York
$481K +$27K +265 +6%
JPLA
636
Joseph P. Lucia & Associates
New York
$480K +$12K +118 +3%
AIL
637
AGF Investments LLC
Ontario, Canada
$475K – – –
SW
638
SkyOak Wealth
Michigan
$473K +$473K +4,648 New
NEPWA
639
New England Private Wealth Advisors
Massachusetts
$471K – – –
RIA
640
Regal Investment Advisors
Michigan
$470K -$5.6K -55 -1%
JFM
641
Jackson Financial Management
California
$470K +$470K +4,615 New
OIA
642
Optimum Investment Advisors
Illinois
$469K – – –
BFO
643
Biltmore Family Office
North Carolina
$469K +$469K +4,571 New
WIC
644
Woodmont Investment Counsel
Tennessee
$466K -$15.3K -150 -3%
CM
645
Columbus Macro
Pennsylvania
$461K +$461K +4,523 New
MA
646
MUFG Americas
New York
$460K -$24.6K -241 -5%
IAA
647
Ironsides Asset Advisors
North Carolina
$458K – – –
FPS
648
Fieldpoint Private Securities
Connecticut
$457K – – –
SIC
649
Sigma Investment Counselors
Michigan
$455K +$15.3K +150 +3%
OCM
650
Orleans Capital Management
Louisiana
$453K – – –
24 25
26
27 28