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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,047 hedge funds and large institutions have $17.6B invested in Health Care Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 432 increasing their positions, 331 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+44
Holders Change %
+4.39%
% of All Funds
21.52%
Holding in Top 10
110
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+19.57%
% of All Funds
2.26%
New
136
Increased
432
Reduced
331
Closed
86
Calls
$842M
Puts
$1.77B
Net Calls
-$928M
Net Calls Change
-$148M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$796M
2
NLI
Nippon Life Insurance
Japan
+$355M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$242M
4
Citigroup
Citigroup
New York
+$174M
5
Bessemer Group
Bessemer Group
New Jersey
+$140M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$90M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77.2M
4
PC
PointState Capital
New York
-$67M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
826
Gladstone Institutional Advisory
Florida
$246K -$159K -1,596 -39%
TPW
827
TL Private Wealth
Texas
$246K +$742 +7 +0.3%
AMC
828
Asset Management Corp
Illinois
$246K +$10.3K +103 +4%
SFSG
829
Stearns Financial Services Group
North Carolina
$243K -$89.2K -891 -27%
SWM
830
SeaCrest Wealth Management
New York
$239K +$239K +2,390 New
ECG
831
Edge Capital Group
Georgia
$237K +$237K +2,370 New
FAT
832
First American Trust
California
$237K +$237K +2,371 New
CCG
833
Chatham Capital Group
Georgia
$235K – – –
ACI
834
Alpha Cubed Investments
California
$233K -$57.8K -578 -20%
CB
835
Community Bank
New York
$233K +$166K +1,656 +245%
BWCS
836
Beirne Wealth Consulting Services
Connecticut
$232K +$232K +2,316 New
JCM
837
Janney Capital Management
Pennsylvania
$231K +$231K +2,304 New
SC
838
Soundwatch Capital
Connecticut
$231K +$231K +2,427 New
FG
839
Fiduciary Group
Georgia
$230K +$230K +2,303 New
HL
840
HeadInvest LLC
Maine
$228K +$228K +2,278 New
SCM
841
Southport Capital Management
Tennessee
$227K +$227K +2,270 New
AWP
842
Ascent Wealth Partners
New York
$225K -$27.6K -276 -11%
SSWM
843
Sheets Smith Wealth Management
North Carolina
$224K +$224K +2,234 New
PJSIMP
844
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K +$223K +2,225 New
TPCW
845
TD Private Client Wealth
New York
$222K +$44K +440 +25%
AIM
846
Aspen Investment Management
Michigan
$222K +$222K +2,214 New
3AM
847
3D Asset Management
Connecticut
$222K +$222K +2,215 New
IP
848
Investment Partners
Ohio
$220K +$220K +2,194 New
FHB
849
First Hawaiian Bank
Hawaii
$219K +$219K +2,189 New
CFS
850
CRA Financial Services
New Jersey
$219K +$219K +2,191 New
32 33
34
35 36