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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 %
SFP
676
Strategic Financial Partners
Oregon
$491K +$5.9K +59 +1%
GTAM
677
Global Trust Asset Management
Florida
$487K +$47.8K +478 +11%
Mercer Global Advisors
678
Mercer Global Advisors
Colorado
$481K -$641K -6,410 -57%
TFF
679
The Family Firm
Maryland
$481K +$2.1K +21 +0.4%
HIA
680
Harbor Investment Advisory
Maryland
$479K -$42K -420 -8%
HWA
681
Heritage Wealth Advisors
Virginia
$475K – – –
DCM
682
Donaldson Capital Management
Indiana
$474K +$133K +1,331 +39%
OCM
683
Orleans Capital Management
Louisiana
$474K +$474K +4,735 New
EM
684
ELCO Management
New York
$472K – – –
WAM
685
Wealthspire Advisors (Maryland)
Maryland
$468K +$43K +430 +10%
IFWM
686
Institute for Wealth Management
Colorado
$466K -$9K -90 -2%
NEPWA
687
New England Private Wealth Advisors
Massachusetts
$466K – – –
KLCM
688
KG&L Capital Management
Louisiana
$464K -$32.9K -329 -7%
ECM
689
Exchange Capital Management
Michigan
$462K – – –
OIA
690
Optimum Investment Advisors
Illinois
$461K +$30.2K +302 +7%
RIG
691
Roosevelt Investment Group
New York
$460K +$460K +4,601 New
PWP
692
Principle Wealth Partners
Connecticut
$456K +$4.51K +45 +1%
JGC
693
J. Goldman & Co
New York
$455K -$485K -4,845 -52%
1WA
694
180 Wealth Advisors
Washington
$452K – – –
IAA
695
Ironsides Asset Advisors
North Carolina
$450K – – –
MA
696
MUFG Americas
New York
$447K +$27.5K +275 +7%
HCMT
697
Highland Capital Management (Tennessee)
Tennessee
$446K +$92.1K +919 +26%
PP
698
Pacifica Partners
Canada
$444K -$61.8K -610 -12%
GHAM
699
Gilman Hill Asset Management
Connecticut
$442K – – –
BSW
700
Buckingham Strategic Wealth
Missouri
$439K -$91.7K -917 -17%
26 27
28
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