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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 %
SFC
751
SYM Financial Corp
Indiana
$7K +$7K +82 New
IWP
752
Icon Wealth Partners
Texas
$7K +$7K +89 New
FA
753
Fortis Advisors
Pennsylvania
$6K -$5.2K -65 -46%
TIM
754
Tortoise Investment Management
New York
$6K – – –
RAM
755
Riggs Asset Management
Pennsylvania
$6K – – –
BL
756
Balentine LLC
Georgia
$6K – – –
FNB
757
Farmers National Bank
Kentucky
$6K +$6K +77 New
MFT
758
Moisand Fitzgerald Tamayo
Florida
$4K – – –
SQA
759
Simon Quick Advisors
New Jersey
$4K +$4K +40 New
KJWM
760
Kiley Juergens Wealth Management
Washington
$4K +$4K +52 New
SMG
761
Spectrum Management Group
Indiana
$3K -$6.23M -72,665 -100%
CFN
762
Cordasco Financial Network
Florida
$2K +$2K +20 New
OPWM
763
Oak Point Wealth Management
Michigan
$2K +$2K +25 New
MRCM
764
M&R Capital Management
New Jersey
$1K – – –
TCOV
765
Trust Company of Vermont
Vermont
$1K +$1K +13 New
JWA
766
JFS Wealth Advisors
Pennsylvania
$1K +$1K +15 New
FA
767
Fagan Associates
New York
$371 +$4 +44 +1%
AWE
768
Avidian Wealth Enterprises
Texas
$283 – – –
PCG
769
Private Capital Group
Connecticut
$83 +$83 +898 New
QIM
770
Quantitative Investment Management
Virginia
– -$129M -1,579,700 Closed
TAM
771
Tiverton Asset Management
Delaware
– -$51.3M -627,437 Closed
HM
772
HealthCor Management
New York
– -$28.9M -353,960 Closed
NA
773
Neuburgh Advisers
California
– -$24.1M -295,460 Closed
GI
774
Glovista Investments
New Jersey
– -$20.7M -252,996 Closed
FCM
775
Flinton Capital Management
Pennsylvania
– -$19.9M -243,320 Closed
29 30
31
32 33