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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 %
Point72 Asset Management
826
Point72 Asset Management
Connecticut
– -$209K -2,500 Closed
JFA
827
JNBA Financial Advisors
Minnesota
– -$111K -1,332 Closed
TG
828
TLP Group
Illinois
– -$78K -933 Closed
GFP
829
Gryphon Financial Partners
Ohio
– -$75K -900 Closed
AA
830
Apriem Advisors
California
– -$63K -750 Closed
AWA
831
Acorn Wealth Advisors
Michigan
– -$34K -405 Closed
TC
832
Trust Company
Kansas
– -$28K -341 Closed
B
833
Bridgeworth
Alabama
– -$26K -321 Closed
BAM
834
Barrett Asset Management
New York
– -$23K -275 Closed
GBBWRPM
835
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$23K -275 Closed
PGA
836
Premia Global Advisors
Florida
– -$21K -267 Closed
NCM
837
New Capital Management
Texas
– -$17K -209 Closed
BWM
838
Baystate Wealth Management
Massachusetts
– -$15K -169 Closed
KCPG
839
Kavar Capital Partners Group
Kansas
– -$13K -150 Closed
ClearBridge Investments
840
ClearBridge Investments
New York
– -$12K -140 Closed
DAM
841
Delta Asset Management
Tennessee
– -$11K -135 Closed
AIS
842
Accurate Investment Solutions
Pennsylvania
– -$10K -117 Closed
CAL
843
Capital Analysts LLC
Pennsylvania
– -$4K -53 Closed
HR
844
Howe & Rusling
New York
– -$1K -10 Closed
TC
845
Trilogy Capital
California
– -$1K -6 Closed
30 31 32 33
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