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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,047 hedge funds and large institutions have $17.6B invested in Health Care Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 432 increasing their positions, 331 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+44
Holders Change %
+4.39%
% of All Funds
21.52%
Holding in Top 10
110
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+19.57%
% of All Funds
2.26%
New
136
Increased
432
Reduced
331
Closed
86
Calls
$842M
Puts
$1.77B
Net Calls
-$928M
Net Calls Change
-$148M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$796M
2
NLI
Nippon Life Insurance
Japan
+$355M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$242M
4
Citigroup
Citigroup
New York
+$174M
5
Bessemer Group
Bessemer Group
New Jersey
+$140M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$90M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77.2M
4
PC
PointState Capital
New York
-$67M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
626
Delta Investment Management
California
$611K +$611K +6,112 New
Fiera Capital (Canada)
627
Fiera Capital (Canada)
Quebec, Canada
$610K +$610K +6,099 New
PWS
628
Private Wealth Strategies
Ohio
$606K -$188K -1,876 -24%
RWP
629
RWA Wealth Partners
Massachusetts
$602K -$1.16M -11,559 -66%
SFM
630
Signet Financial Management
New Jersey
$601K +$41.9K +395 +7%
CC
631
Claybrook Capital
Massachusetts
$600K +$600K +6,000 New
BCM
632
BTR Capital Management
California
$599K -$35.8K -358 -6%
CC
633
Courier Capital
New York
$597K +$209K +2,055 +54%
EWM
634
Empirical Wealth Management
Washington
$589K +$248K +2,479 +73%
CWA
635
Clarus Wealth Advisors
Arizona
$588K +$51.1K +502 +10%
GGI
636
GPM Growth Investors
Michigan
$586K +$586K +5,857 New
SMC
637
Smith, Moore & Co
Missouri
$584K +$35K +350 +6%
PCA
638
Personal Capital Advisors
California
$583K +$262K +2,615 +81%
ISL
639
Ingalls & Snyder LLC
New York
$580K -$8.41K -84 -1%
Citadel Advisors
640
Citadel Advisors
Florida
$576K +$576K +5,755 New
LWM
641
Laidlaw Wealth Management
New York
$575K +$97.5K +974 +20%
HWA
642
Hillcrest Wealth Advisors
New Jersey
$574K +$60K +600 +12%
BWP
643
Bernardo Wealth Planning
Pennsylvania
$571K -$2.4K -24 -0.4%
IC
644
IEQ Capital
California
$564K -$83.2K -831 -13%
CSIC
645
Clifford Swan Investment Counsel
California
$561K +$7.21K +72 +1%
PMG
646
ProVise Management Group
Florida
$561K +$159K +1,588 +39%
LS
647
Leelyn Smith
Illinois
$560K +$14.3K +143 +3%
BI
648
Bramshill Investments
Florida
$559K +$251K +2,508 +82%
WIA
649
World Investment Advisors
California
$558K +$558K +5,204 New
PSUF
650
People's United Financial
Connecticut
$555K +$6.51K +65 +1%
24 25
26
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