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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 %
BJL
801
Brighton Jones LLC
Washington
$236K -$47.4K -466 -17%
PMFA
802
Plante Moran Financial Advisors
Michigan
$235K -$23.9K -235 -9%
SAS
803
Stelac Advisory Services
New York
$235K +$38.7K +380 +20%
MWM
804
Mattern Wealth Management
Kansas
$234K +$234K +2,298 New
PPW
805
Parcion Private Wealth
Washington
$233K +$233K +2,285 New
BEI
806
Benjamin Edwards Inc
Missouri
$232K +$232K +2,281 New
GP
807
Girard Partners
Pennsylvania
$230K +$230K +2,258 New
OMC
808
Overbrook Management Corp
New York
$226K – – –
AIM
809
Aspen Investment Management
Michigan
$225K +$225K +2,210 New
GA
810
GFS Advisors
Texas
$223K +$223K +2,187 New
PJSIMP
811
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K +$222K +2,183 New
OIS
812
Okabena Investment Services
Minnesota
$220K +$220K +2,156 New
ZCA
813
Zeke Capital Advisors
Pennsylvania
$220K +$220K +2,160 New
SCA
814
Sage Capital Advisors
South Dakota
$219K +$219K +2,153 New
LSA
815
L & S Advisors
California
$218K +$218K +2,142 New
KTM
816
Keeler Thomas Management
Utah
$217K +$217K +261 New
KP
817
Keel Point
Alabama
$216K -$50.2K -492 -19%
LIA
818
LBMC Investment Advisors
Tennessee
$215K +$215K +2,111 New
PFM
819
Parsec Financial Management
North Carolina
$214K +$214K +2,104 New
FAB
820
First American Bank
Illinois
$213K +$213K +2,088 New
SP
821
Successful Portfolios
Florida
$212K -$20.4K -200 -9%
PCM
822
Poehling Capital Management
Wisconsin
$212K +$212K +2,081 New
NIA
823
Northstar Investment Advisors
Colorado
$211K +$211K +2,070 New
MCM
824
MAI Capital Management
Ohio
$210K +$210K +2,061 New
FHB
825
First Hawaiian Bank
Hawaii
$208K +$208K +2,050 New
31 32
33
34 35