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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 %
NSIM
851
North Star Investment Management
Illinois
$160K – – –
CP
852
Corbenic Partners
Pennsylvania
$160K +$160K +1,560 New
RMC
853
Resources Management Corp
Connecticut
$157K – – –
KPCM
854
Kings Point Capital Management
New York
$150K +$39.4K +388 +36%
ST
855
Smithfield Trust
Pennsylvania
$143K -$2.23K -22 -2%
AA
856
Ancora Advisors
Ohio
$143K +$143K +1,400 New
EFSCE
857
Enterprise Financial Services Corp (EFSC)
Missouri
$139K +$88K +862 +172%
JFA
858
JNBA Financial Advisors
Minnesota
$136K – – –
AWA
859
Arkadios Wealth Advisors
Georgia
$131K +$131K +1,258 New
PA
860
PSI Advisors
Florida
$130K +$130K +1,278 New
FRA
861
Front Row Advisors
California
$129K – – –
CFA
862
Carroll Financial Associates
North Carolina
$127K – – –
KTC
863
Kistler-Tiffany Companies
Pennsylvania
$127K +$509 +5 +0.4%
PCTC
864
Perkins Coie Trust Company
Washington
$126K – – –
AIM
865
Acropolis Investment Management
Missouri
$125K – – –
WTC
866
WhitTier Trust Company
Nevada
$120K – – –
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$115K +$10.2K +100 +10%
WOC
868
West Oak Capital
California
$112K – – –
PWMG
869
Prestige Wealth Management Group
New Jersey
$110K +$76.2K +750 +225%
IA
870
Independence Advisors
Pennsylvania
$110K +$110K +1,078 New
SIC
871
Samalin Investment Counsel
New York
$109K +$109K +1,076 New
SNT
872
Security National Trust
West Virginia
$108K +$108K +1,056 New
LWM
873
Lenox Wealth Management
Ohio
$107K -$2.26K -22 -2%
WP
874
WealthShield Partners
North Carolina
$107K +$102 +1 +0.1%
WCG
875
Weaver Consulting Group
California
$105K -$4.52K -50 -4%
33 34
35
36 37