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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,014 hedge funds and large institutions have $14.8B invested in Health Care Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
+174
Holders Change %
+20.71%
% of All Funds
20.02%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.6%
New
238
Increased
336
Reduced
300
Closed
55
Calls
$773M
Puts
$2.09B
Net Calls
-$1.31B
Net Calls Change
-$431M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$209M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$145M
3
Truist Financial
Truist Financial
North Carolina
+$144M
4
State Street
State Street
Massachusetts
+$131M
5
Morgan Stanley
Morgan Stanley
New York
+$114M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$287M
2
Bank of America
Bank of America
North Carolina
-$215M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$154M
4
Citigroup
Citigroup
New York
-$104M
5
CSIA
Charles Schwab Investment Advisory
California
-$89.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
726
Franklin Resources
California
$348K +$9.16K +90 +3%
BCP
727
Berkeley Capital Partners
Georgia
$346K -$88.7K -870 -20%
WTB
728
Washington Trust Bank
Washington
$346K +$346K +3,398 New
LWS
729
Lucia Wealth Services
California
$343K +$45.5K +447 +15%
PWMAG
730
Pinnacle Wealth Management Advisory Group
New Jersey
$342K +$342K +3,357 New
OIA
731
OneDigital Investment Advisors
Kansas
$338K +$37.4K +367 +12%
DP
732
Dearborn Partners
Illinois
$336K +$19.3K +190 +6%
ERIM
733
Eagle Ridge Investment Management
Connecticut
$335K +$29.1K +285 +10%
PWM
734
Paulson Wealth Management
Illinois
$334K -$52.7K -504 -14%
FPGK
735
Financial Partners Group (Kansas)
Kansas
$333K +$13.2K +129 +4%
EWM
736
Empirical Wealth Management
Washington
$329K +$329K +3,233 New
HWA
737
HCR Wealth Advisors
California
$328K +$8.15K +80 +3%
CFGS
738
Concourse Financial Group Securities
Alabama
$325K +$33.6K +328 +12%
CAAS
739
Capital Asset Advisory Services
Michigan
$325K +$325K +3,116 New
Luther King Capital Management (LKCM)
740
Luther King Capital Management (LKCM)
Texas
$324K -$286K – –
OAM
741
Occidental Asset Management
California
$319K +$319K +3,130 New
PCA
742
Personal Capital Advisors
California
$315K +$315K +3,088 New
TFCP
743
Twin Focus Capital Partners
Massachusetts
$312K – – –
BUB
744
BBVA USA Bancshares
Texas
$311K +$311K +3,050 New
DWM
745
Doyle Wealth Management
Florida
$310K +$65.6K +643 +27%
BDF
746
Balasa Dinverno & Foltz
$306K – – –
PI
747
PEAK6 Investments
Illinois
$305K +$305K +2,991 New
AGA
748
Arkos Global Advisors
Texas
$304K -$5.64K -55 -2%
IAN
749
Integrated Advisors Network
Texas
$304K +$304K +2,985 New
VWA
750
Visionary Wealth Advisors
Illinois
$303K +$303K +2,979 New
28 29
30
31 32