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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

741 hedge funds and large institutions have $11.2B invested in Health Care Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 281 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
16.99%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
1.12%
New
63
Increased
254
Reduced
281
Closed
71
Calls
$371M
Puts
$527M
Net Calls
-$156M
Net Calls Change
-$47.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.8B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$606M
3
AII
AGF Investments Inc
Ontario, Canada
$68.6M
4
QIM
Quantitative Investment Management
Virginia
$32.9M
5
UOC
UBS O'Connor
Illinois
$25M

Top Sellers

1
NM
NWI Management
New York
$0
2
FCFS
First Command Financial Services
Texas
$30K
3
Barclays
Barclays
United Kingdom
$200M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$184M
5
FCAS
First Command Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
701
Tradewinds Capital Management
Washington
$17K – – –
NCM
702
New Capital Management
Texas
$17K – – –
Bessemer Group
703
Bessemer Group
New Jersey
$15K -$22M -259,418 -100%
FPFS
704
First Personal Financial Services
North Carolina
$15K -$126K -1,470 -89%
HI
705
Hudock Inc
Pennsylvania
$15K – – –
LFG
706
LifePlan Financial Group
Ohio
$15K – – –
PCM
707
Princeton Capital Management
New Jersey
$15K – – –
BWM
708
Baystate Wealth Management
Massachusetts
$15K +$10.2K +115 +213%
First Manhattan
709
First Manhattan
New York
$14K – – –
TDC
710
Thompson Davis & Co
Virginia
$13K -$52.8K -630 -80%
KCPG
711
Kavar Capital Partners Group
Kansas
$13K – – –
DSC
712
Duncker Streett & Co
Missouri
$12K – – –
ClearBridge Investments
713
ClearBridge Investments
New York
$12K +$12K +140 New
DAM
714
Delta Asset Management
Tennessee
$11K – – –
KJWM
715
Kiley Juergens Wealth Management
Washington
$11K +$11K +133 New
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
AIS
717
Accurate Investment Solutions
Pennsylvania
$10K – – –
FGAM
718
Financial Gravity Asset Management
Texas
$9K -$843K -8,992 -99%
OC
719
Oakworth Capital
Alabama
$9K – – –
ADL
720
Asset Dedication LLC
California
$8K – – –
LGWM
721
Litman Gregory Wealth Management
California
$7K – – –
NWM
722
Northwest Wealth Management
Iowa
$7K – – –
SQA
723
Simon Quick Advisors
New Jersey
$7K +$7K +87 New
IWP
724
Icon Wealth Partners
Texas
$7K +$7K +89 New
TIM
725
Tortoise Investment Management
New York
$6K – – –
27 28
29
30 31