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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 %
HFM
826
Hartford Financial Management
Connecticut
$207K – – –
JFG
827
JMG Financial Group
Illinois
$207K +$207K +2,030 New
IUHSA
828
Itau Unibanco Holding S.A.
Brazil
$207K +$207K +2,031 New
HVIA
829
Hudson Valley Investment Advisors
New York
$206K +$206K +2,025 New
AWCI
830
Alpine Woods Capital Investors
New York
$204K -$510K -5,000 -71%
VCM
831
Vigilant Capital Management
Maine
$204K +$80.3K +789 +65%
CS
832
Comerica Securities
Michigan
$204K +$204K +1,986 New
Principal Financial Group
833
Principal Financial Group
Iowa
$204K +$204K +2,000 New
PIMG
834
Patriot Investment Management Group
Tennessee
$203K +$203K +1,995 New
HL
835
HeadInvest LLC
Maine
$202K +$202K +1,983 New
SAM
836
Strategy Asset Managers
California
$201K +$201K +1,970 New
BCA
837
Bay Colony Advisors
Massachusetts
$200K +$200K +1,912 New
ECG
838
Edge Capital Group
Georgia
$200K +$200K +1,964 New
CFG
839
Citizens Financial Group
Rhode Island
$199K +$717 +7 +0.4%
AWM
840
Avior Wealth Management
Nebraska
$190K +$178K +1,752 +1,460%
CAGAS
841
Capital Advisory Group Advisory Services
Minnesota
$186K +$25.3K +248 +16%
PAIM
842
Punch & Associates Investment Management
Minnesota
$182K +$182K +1,790 New
BCA
843
Berman Capital Advisors
Georgia
$179K – – –
CHA
844
Carmichael Hill & Associates
Maryland
$178K +$178K +1,752 New
DTIM
845
Danda Trouve Investment Management
Kansas
$173K +$173K +1,700 New
BC
846
Barnett & Company
Tennessee
$171K – – –
1W
847
1776 Wealth
Georgia
$168K +$168K +1,660 New
FNBOSM
848
First National Bank of South Miami
Florida
$167K -$20.4K -200 -11%
TFO
849
Tarbox Family Office
California
$161K – – –
AP
850
Americana Partners
Texas
$161K +$161K +1,572 New
32 33
34
35 36