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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

768 hedge funds and large institutions have $12.4B invested in Health Care Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 253 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+65
Holders Change %
+9.25%
% of All Funds
17.44%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
1.32%
New
143
Increased
253
Reduced
245
Closed
67
Calls
$523M
Puts
$1.01B
Net Calls
-$489M
Net Calls Change
-$381M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$333M
2
WIM
Windhaven Investment Management
Massachusetts
+$92.2M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$91M
4
Citigroup
Citigroup
New York
+$50.5M
5
N
Natixis
France
+$40.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$174M
2
Bank of America
Bank of America
North Carolina
-$171M
3
QIM
Quantitative Investment Management
Virginia
-$129M
4
CS
Credit Suisse
Switzerland
-$91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSG
701
Black Swift Group
Colorado
$33K +$29.8K +361 +926%
HCC
702
Hirtle Callaghan & Co
Pennsylvania
$29K – – –
EWM
703
Edge Wealth Management
New York
$29K – – –
FCFS
704
First Command Financial Services
Texas
$29K – – –
FCB
705
First Command Bank
Texas
$29K – – –
SIM
706
Sonora Investment Management
Arizona
$28.1K – – –
BCI
707
Brinker Capital Investments
Pennsylvania
$28K – – –
SFG
708
SevenBridge Financial Group
Pennsylvania
$28K – – –
SWP
709
Strategic Wealth Partners
Ohio
$28K +$28K +336 New
CFD
710
Creative Financial Designs
Indiana
$26K -$20.2K -241 -44%
SIAS
711
Shine Investment Advisory Services
Colorado
$25K – – –
CCM
712
Cribstone Capital Management
Maine
$25K – – –
GBBWRPM
713
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$25K +275 New
IBOK
714
Independence Bank of Kentucky
Kentucky
$25K +$25K +300 New
SP
715
SWS Partners
Ohio
$25K +$25K +307 New
WPA
716
West Paces Advisors
Georgia
$23.3K – – –
ClearBridge Investments
717
ClearBridge Investments
New York
$23K -$9.95K -122 -30%
BAM
718
Barrett Asset Management
New York
$23K – – –
LBG
719
Lloyds Banking Group
United Kingdom
$23K – – –
WAM
720
Watermark Asset Management
California
$22K – – –
BI
721
Bramshill Investments
Florida
$22K +$22K +269 New
AA
722
AlphaMark Advisors
Kentucky
$21K – – –
HCM
723
Highlander Capital Management
New Jersey
$21K – – –
TWA
724
TCI Wealth Advisors
Arizona
$21K – – –
PCA
725
Peddock Capital Advisors
Massachusetts
$21K – – –
27 28
29
30 31