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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

674 hedge funds and large institutions have $11.3B invested in Health Care Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 269 increasing their positions, 212 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
16.83%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.42%
New
79
Increased
269
Reduced
212
Closed
60
Calls
$682M
Puts
$624M
Net Calls
+$57.4M
Net Calls Change
-$480M

Top Buyers

1
LPL Financial
LPL Financial
California
$136M
2
State Street
State Street
Massachusetts
$141M
3
QIM
Quantitative Investment Management
Virginia
$213M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$84.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$92.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.62B
2
NM
NWI Management
New York
$2.06M
3
ECM
Element Capital Management
New York
$0
4
CS
Credit Suisse
Switzerland
$86.7M
5
Nomura Holdings
Nomura Holdings
Japan
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
701
Institutional & Family Asset Management
Colorado
– -$471K -6,341 Closed
EAM
702
Evanson Asset Management
California
– -$392K -5,268 Closed
CB
703
Community Bank
New York
– -$338K -4,550 Closed
CG
704
Colony Group
Massachusetts
– -$321K -4,321 Closed
BIM
705
Baldwin Investment Management
Pennsylvania
– -$320K -4,300 Closed
FTUS
706
Flow Traders U.S.
New York
– -$307K -4,124 Closed
FWP
707
FAS Wealth Partners
Kansas
– -$300K -4,032 Closed
LNWWM
708
Laird Norton Wetherby Wealth Management
California
– -$298K -4,009 Closed
CIM
709
Cetera Investment Management
California
– -$290K -3,894 Closed
IFB
710
iAB Financial Bank
Indiana
– -$254K -3,411 Closed
Mariner
711
Mariner
Kansas
– -$223K -3,000 Closed
IAA
712
Independent Advisor Alliance
North Carolina
– -$215K -2,904 Closed
EP
713
Edgestream Partners
New Jersey
– -$206K -2,768 Closed
WCF
714
West Coast Financial
California
– -$204K -2,750 Closed
SAS
715
Stelac Advisory Services
New York
– -$186K -2,697 Closed
BAM
716
Brave Asset Management
New Jersey
– -$179K -2,403 Closed
KWM
717
Kingsview Wealth Management
Oregon
– -$144K -1,935 Closed
CIM
718
Contravisory Investment Management
Massachusetts
– -$135K -1,813 Closed
FPS
719
Fieldpoint Private Securities
Connecticut
– -$115K -1,550 Closed
Simplex Trading
720
Simplex Trading
Illinois
– -$67K -914 Closed
CAG
721
Crestwood Advisors Group
Massachusetts
– -$58K -770 Closed
AA
722
Apriem Advisors
California
– -$56K -750 Closed
PCM
723
Prelude Capital Management
New York
– -$52K -700 Closed
BKA
724
Brick & Kyle Associates
Pennsylvania
– -$48K -650 Closed
FMA
725
FNY Managed Accounts
New York
– -$44K -601 Closed
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29
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