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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 %
AF
651
Allworth Financial
California
$53K – – –
PGWM
652
Parisi Gray Wealth Management
New Jersey
$53K +$1.04K +12 +2%
WCM
653
Wealthcare Capital Management
Virginia
$50K – – –
GI
654
Gradient Investments
Minnesota
$48K -$10.9K -131 -19%
RWA
655
Ropes Wealth Advisors
Massachusetts
$45K – – –
AWM
656
Aevitas Wealth Management
Massachusetts
$45K +$168 +2 +0.4%
WWM
657
Wagner Wealth Management
South Carolina
$43K +$84 +1 +0.2%
BAM
658
Bruderman Asset Management
New York
$42K – – –
NPP
659
New Potomac Partners
Maryland
$41K – – –
FCMT
660
Founders Capital Management (Texas)
Texas
$40K +$667 +8 +2%
VIA
661
Vantage Investment Advisors
Pennsylvania
$38K – – –
RCG
662
Ruggie Capital Group
Florida
$36K – – –
IFAM
663
Institutional & Family Asset Management
Colorado
$34K -$43.4K -523 -56%
AWA
664
Acorn Wealth Advisors
Michigan
$34K – – –
EWM
665
Edge Wealth Management
New York
$33K +$3.69K +44 +13%
SIS
666
Sound Income Strategies
Florida
$31K -$6.55K -79 -17%
BA
667
Ballew Advisors
Mississippi
$31K – – –
FCFS
668
First Command Financial Services
Texas
$30K -$119M -1,403,018 -100%
FCB
669
First Command Bank
Texas
$30K -$16.6K -197 -36%
DPA
670
Delphi Private Advisors
California
$30K -$1.41K -17 -4%
SFG
671
SevenBridge Financial Group
Pennsylvania
$29K – – –
BCI
672
Brinker Capital Investments
Pennsylvania
$28K -$4.75K -57 -15%
SWP
673
Strategic Wealth Partners
Ohio
$28K -$1.99K -24 -7%
RFM
674
Royal Fund Management
Florida
$28K +$565 +7 +2%
TC
675
Trust Company
Kansas
$28K +$28K +341 New
25 26
27
28 29