XLV icon

Health Care Select Sector SPDR Fund

840 hedge funds and large institutions have $12.7B invested in Health Care Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 288 increasing their positions, 337 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-48
Holders Change %
-5.41%
% of All Funds
18.45%
Holding in Top 10
65
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.47%
% of All Funds
1.43%
New
65
Increased
288
Reduced
337
Closed
104
Calls
$830M
Puts
$1.71B
Net Calls
-$882M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$267K -$27.3K -302 -9%
OIA
652
OneDigital Investment Advisors
Kansas
$266K +$232K +2,565 +671%
WSCM
653
Wellington Shields Capital Management
New York
$266K +$266K +2,950 New
LWS
654
Lucia Wealth Services
California
$263K
FNBT
655
FineMark National Bank & Trust
Florida
$261K +$10.6K +118 +4%
OPCM
656
Osborne Partners Capital Management
California
$259K +$21.2K +236 +9%
Truist Financial
657
Truist Financial
North Carolina
$257K -$27.9K -309 -10%
MCM
658
MV Capital Management
Maryland
$256K -$609K -6,755 -70%
CFGS
659
Concourse Financial Group Securities
Alabama
$256K -$548K -6,091 -68%
BW
660
Bison Wealth
Georgia
$255K
CGA
661
Crescent Grove Advisors
Illinois
$255K +$6.03K +67 +2%
AWP
662
Ascent Wealth Partners
New York
$253K
ARG
663
Advisory Resource Group
Oklahoma
$253K
ACI
664
Alpha Cubed Investments
California
$252K -$20.9K -232 -8%
CPIG
665
Chicago Partners Investment Group
Illinois
$252K +$252K +2,736 New
BJL
666
Brighton Jones LLC
Washington
$251K +$16.8K +186 +7%
VR
667
Viridian RIA
Washington
$251K +$38.5K +427 +18%
BAS
668
Brown Advisory Securities
Maryland
$250K -$13.5K -150 -5%
LW
669
Linscomb Wealth
Texas
$248K
CPA
670
Clear Perspective Advisors
Illinois
$245K
QCM
671
Quadrant Capital Management
New Jersey
$243K
CCM
672
Cribstone Capital Management
Maine
$243K +$271 +3 +0.1%
FTIOP
673
Fiduciary Trust International of Pennsylvania
Pennsylvania
$240K +$240K +2,658 New
GW
674
GW & Wade
Massachusetts
$239K +$3.42K +38 +1%
AC
675
Avestar Capital
New York
$236K +$145K +1,610 +160%