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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 %
SXL
776
Summit X LLC
Missouri
$265K +$306 +3 +0.1%
VCA
777
Verdence Capital Advisors
Maryland
$264K +$35.8K +351 +16%
JSC
778
Jackson Square Capital
California
$264K +$264K +2,593 New
ARG
779
Advisory Resource Group
Oklahoma
$263K -$22.7K -223 -8%
ACP
780
Ashfield Capital Partners
California
$262K – – –
AA
781
AlphaMark Advisors
Kentucky
$260K +$6.12K +60 +2%
TPW
782
TL Private Wealth
Texas
$260K +$260K +2,508 New
OPCM
783
Osborne Partners Capital Management
California
$259K -$34.2K -336 -12%
APW
784
Aurora Private Wealth
New Jersey
$258K +$258K +2,536 New
UFF
785
USA Financial Formulas
Michigan
$257K -$80.6K -791 -24%
FEG
786
Financial Enhancement Group
Indiana
$257K -$57.8K -568 -18%
AWP
787
Ascent Wealth Partners
New York
$257K -$28K -275 -10%
SVWAG
788
Sound View Wealth Advisors Group
Georgia
$255K -$46.8K -459 -16%
Cerity Partners
789
Cerity Partners
New York
$255K +$255K +2,511 New
WCF
790
West Coast Financial
California
$251K – – –
RPWA
791
Regent Peak Wealth Advisors
Georgia
$250K +$250K +2,458 New
FA
792
FCG Advisors
New Jersey
$249K +$249K +2,448 New
SMFS
793
Squar Milner Financial Services
California
$248K -$181K -1,781 -42%
UR
794
USCA RIA
Texas
$244K -$163K -1,605 -40%
BSB
795
Bangor Savings Bank
Maine
$243K -$13.8K -135 -5%
BBPWM
796
Blue Bell Private Wealth Management
Pennsylvania
$243K -$1.33K -13 -0.5%
FIM
797
Frontier Investment Management
Texas
$240K -$75.1K -738 -24%
VCM
798
Vivaldi Capital Management
Illinois
$240K +$240K +2,351 New
BG
799
Bollard Group
Massachusetts
$239K +$1.02K +10 +0.4%
CST
800
Charles Schwab Trust
Nevada
$237K – – –
30 31
32
33 34