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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 %
ST
651
Smithfield Trust
Pennsylvania
$120K – – –
RFA
652
Reilly Financial Advisors
California
$117K -$3.48K -42 -3%
SWM
653
SeaCrest Wealth Management
New York
$116K +$116K +1,401 New
PMFA
654
Plante Moran Financial Advisors
Michigan
$115K – – –
BRC
655
Bell Rock Capital
Delaware
$114K -$11.5K -139 -9%
AIM
656
Acropolis Investment Management
Missouri
$112K – – –
CFG
657
Citizens Financial Group
Rhode Island
$110K – – –
JFA
658
JNBA Financial Advisors
Minnesota
$110K – – –
FRA
659
Front Row Advisors
California
$104K +$104K +1,255 New
KTC
660
Kistler-Tiffany Companies
Pennsylvania
$93K +$413 +5 +0.4%
ATC
661
Adirondack Trust Company
New York
$92K – – –
BBHC
662
Brown Brothers Harriman & Co
New York
$89K – – –
BWA
663
BDO Wealth Advisors
Florida
$88K -$10.8K -131 -11%
MFW
664
Mosaic Family Wealth
Missouri
$84K +$75.2K +908 +857%
MIM
665
Macroview Investment Management
Maryland
$81K -$2.72K -33 -3%
ZB
666
Zions Bancorporation
Utah
$74K – – –
GFP
667
Gryphon Financial Partners
Ohio
$74K +$74K +900 New
AWM
668
Aevitas Wealth Management
Massachusetts
$71K +$71K +855 New
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K +$71K +859 New
NSIM
670
North Star Investment Management
Illinois
$70K – – –
CCM
671
Covington Capital Management
California
$68K – – –
AI
672
ArchPoint Investors
Florida
$66K – – –
PGWM
673
Parisi Gray Wealth Management
New Jersey
$66K +$66K +793 New
PCTC
674
Perkins Coie Trust Company
Washington
$65K – – –
AC
675
Avestar Capital
New York
$65K +$65K +790 New
25 26
27
28 29