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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,047 hedge funds and large institutions have $17.6B invested in Health Care Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 432 increasing their positions, 331 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+44
Holders Change %
+4.39%
% of All Funds
21.52%
Holding in Top 10
110
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+19.57%
% of All Funds
2.26%
New
136
Increased
432
Reduced
331
Closed
86
Calls
$842M
Puts
$1.77B
Net Calls
-$928M
Net Calls Change
-$148M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$796M
2
NLI
Nippon Life Insurance
Japan
+$355M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$242M
4
Citigroup
Citigroup
New York
+$174M
5
Bessemer Group
Bessemer Group
New Jersey
+$140M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$90M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77.2M
4
PC
PointState Capital
New York
-$67M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
751
Glenview Trust
Kentucky
$354K – – –
AIP
752
Ahrens Investment Partners
Louisiana
$354K +$10K +100 +3%
HFS
753
Howard Financial Services
Texas
$352K -$123K -1,225 -26%
PFM
754
Peak Financial Management
Massachusetts
$348K -$107K -1,072 -24%
CS
755
Cannell & Spears
New York
$348K – – –
MC
756
Montag & Caldwell
Georgia
$346K -$104K -1,042 -23%
ECM
757
Evergreen Capital Management
Washington
$346K -$30K -300 -8%
IF
758
Intrua Financial
Texas
$345K +$345K +3,227 New
DI
759
DAGCO Inc
Ohio
$344K – – –
RMAM
760
Raab & Moskowitz Asset Management
New Jersey
$344K – – –
LWS
761
Lucia Wealth Services
California
$342K – – –
PIA
762
Powell Investment Advisors
Florida
$342K +$316K +3,159 +1,197%
SCM
763
Stellar Capital Management
Arizona
$341K -$6.51K -65 -2%
FNBT
764
FineMark National Bank & Trust
Florida
$336K -$10.6K -106 -3%
VCM
765
Vivaldi Capital Management
Illinois
$335K +$335K +3,123 New
ACP
766
Ashfield Capital Partners
California
$333K – – –
CAGAS
767
Capital Advisory Group Advisory Services
Minnesota
$332K +$185K +1,852 +126%
FA
768
FMA Advisory
Pennsylvania
$329K -$800 -8 -0.2%
ERIM
769
Eagle Ridge Investment Management
Connecticut
$329K – – –
HWA
770
HCR Wealth Advisors
California
$327K -$11.6K -115 -3%
ZCA
771
Zeke Capital Advisors
Pennsylvania
$326K +$59.7K +597 +22%
IC
772
Inscription Capital
Texas
$323K -$2.6K -26 -0.8%
WSFS
773
Wilmington Savings Fund Society
Delaware
$321K -$13.6K -136 -4%
HA
774
HYA Advisors
Missouri
$318K +$10K +100 +3%
SSWG
775
Seven Springs Wealth Group
Tennessee
$318K +$16.4K +164 +5%
29 30
31
32 33