XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

794 hedge funds and large institutions have $14.5B invested in Health Care Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 311 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+53
Holders Change %
+7.15%
% of All Funds
18.18%
Holding in Top 10
64
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+30.61%
% of All Funds
1.47%
New
108
Increased
311
Reduced
227
Closed
51
Calls
$409M
Puts
$1.15B
Net Calls
-$741M
Net Calls Change
-$585M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.46B
2
Barclays
Barclays
United Kingdom
$470M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$854M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$160M
5
Morgan Stanley
Morgan Stanley
New York
$732M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$857M
2
Goldman Sachs
Goldman Sachs
New York
$325M
3
SGI
Swan Global Investments
Colorado
$362M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$109M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
776
Avior Wealth Management
Nebraska
$11K +$11K +121 New
OC
777
Oakworth Capital
Alabama
$10K – – –
CPIG
778
Chicago Partners Investment Group
Illinois
$10K +$10K +118 New
VRM
779
Vectors Research Management
New York
$10K +$10K +125 New
PAMG
780
Patton Albertson Miller Group
Tennessee
$9K +$9K +100 New
LGWM
781
Litman Gregory Wealth Management
California
$8K – – –
NWM
782
Northwest Wealth Management
Iowa
$8K – – –
RAM
783
Riggs Asset Management
Pennsylvania
$7K – – –
TIM
784
Tortoise Investment Management
New York
$7K – – –
BCI
785
Brinker Capital Investments
Pennsylvania
$6K -$26.5K -274 -82%
AIIMS
786
Analyst IMS Investment Management Services
Israel
$5.05K – – –
Bessemer Group
787
Bessemer Group
New Jersey
$5K -$11.7K -124 -70%
FGAM
788
Financial Gravity Asset Management
Texas
$4K -$4.17K -49 -51%
MFT
789
Moisand Fitzgerald Tamayo
Florida
$4K – – –
ACM
790
Aviance Capital Management
Florida
$4K +$711 +8 +22%
TDC
791
Thompson Davis & Co
Virginia
$3K -$12.5K -125 -81%
IAS
792
IMA Advisory Services
Colorado
$2K -$1.92K -25 -49%
CFN
793
Cordasco Financial Network
Florida
$2K – – –
CF
794
Centaurus Financial
California
$1.07K -$1.68M -17,275 -100%
MRCM
795
M&R Capital Management
New Jersey
$1K – – –
LWM
796
Lenox Wealth Management
Ohio
$1K +$1K +51 New
FRA
797
Front Row Advisors
California
$110 – – –
Nomura Holdings
798
Nomura Holdings
Japan
– -$39.5M -473,400 Closed
QIM
799
Quantitative Investment Management
Virginia
– -$32.9M -394,200 Closed
USAA
800
United Services Automobile Association
Texas
– -$28.3M -338,900 Closed
30 31
32
33 34