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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 %
WIC
651
Woodmont Investment Counsel
Tennessee
$555K +$22K +220 +4%
SBIA
652
Sheaff Brock Investment Advisors
Indiana
$555K +$306K +3,053 +123%
GSWM
653
Golden State Wealth Management
California
$551K +$180K +1,806 +49%
GIM
654
Goelzer Investment Management
Indiana
$550K -$131K -1,305 -19%
WA
655
Winfield Associates
Ohio
$548K -$37.5K -375 -6%
WMG
656
WESCAP Management Group
California
$543K -$2.2K -22 -0.4%
MLL
657
Moody Lynn & Lieberson
Massachusetts
$543K – – –
SAM
658
Strategy Asset Managers
California
$543K +$44K +440 +9%
CFSG
659
Community Financial Services Group
Vermont
$539K -$20.8K -208 -4%
BFO
660
Biltmore Family Office
North Carolina
$537K +$70K +700 +15%
CIM
661
Contravisory Investment Management
Massachusetts
$530K +$143K +1,430 +37%
Northwestern Mutual Wealth Management
662
Northwestern Mutual Wealth Management
Wisconsin
$526K -$960K -9,588 -65%
LG
663
Leuthold Group
Minnesota
$525K +$53.1K +531 +11%
CCT
664
Country Club Trust
Missouri
$521K – – –
MWA
665
Meridian Wealth Advisors
Texas
$519K – – –
FPS
666
Fieldpoint Private Securities
Connecticut
$518K +$56.5K +565 +12%
HSA
667
HBK Sorce Advisory
Pennsylvania
$514K +$28.1K +281 +6%
CAM
668
Concorde Asset Management
Michigan
$513K +$513K +5,409 New
CAN
669
Claraphi Advisory Network
United States
$510K +$325K +3,245 +175%
SBL
670
Sargent Bickham Lagudis
Colorado
$509K -$175K -1,747 -26%
ACG
671
Allen Capital Group
Nebraska
$502K -$15K -150 -3%
TPA
672
Trivium Point Advisory
Connecticut
$502K +$502K +4,887 New
AF
673
Apexium Financial
Texas
$498K +$498K +4,972 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
674
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$497K +$497K +4,962 New
ACM
675
Azimuth Capital Management
Michigan
$493K +$119K +1,193 +32%
25 26
27
28 29