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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 %
EE
851
EWG Elevate
California
$219K +$219K +2,193 New
XS
852
XR Securities
Illinois
$218K -$520K -5,206 -70%
PWM
853
PRW Wealth Management
Massachusetts
$217K +$217K +2,171 New
ATC
854
Argent Trust Co
Tennessee
$217K +$217K +2,173 New
HVIA
855
Hudson Valley Investment Advisors
New York
$216K +$216K +2,160 New
LIA
856
LBMC Investment Advisors
Tennessee
$212K +$212K +2,123 New
CRC
857
Curi RMB Capital
Illinois
$211K +$211K +2,110 New
CST
858
Charles Schwab Trust
Nevada
$209K -$24.1K -240 -10%
LSA
859
L & S Advisors
California
$209K +$209K +2,092 New
WA
860
Waverly Advisors
Alabama
$207K +$207K +1,936 New
NIA
861
Northstar Investment Advisors
Colorado
$207K +$207K +2,070 New
DP
862
Dearborn Partners
Illinois
$206K -$102K -1,018 -33%
CFG
863
Citizens Financial Group
Rhode Island
$206K +$902 +9 +0.4%
CWS
864
Cypress Wealth Services
California
$205K -$134K -1,338 -40%
RTS
865
Round Table Services
New Jersey
$204K +$204K +2,035 New
OCPWS
866
One Charles Private Wealth Services
Massachusetts
$201K +$201K +1,892 New
PIMG
867
Patriot Investment Management Group
Tennessee
$201K +$201K +2,007 New
TFS
868
TrustCore Financial Services
Tennessee
$198K -$14.3K -143 -7%
BBHC
869
Brown Brothers Harriman & Co
New York
$192K -$121K -1,208 -39%
BG
870
Bollard Group
Massachusetts
$185K -$50.7K -508 -22%
CL
871
Cabana LLC
Arkansas
$183K +$183K +1,828 New
CAM
872
CenterStar Asset Management
Illinois
$182K – – –
DTIM
873
Danda Trouve Investment Management
Kansas
$173K – – –
JAWM
874
J. Arnold Wealth Management
Ohio
$168K +$158K +1,574 +1,528%
RIM
875
Rockbridge Investment Management
New York
$168K +$168K +1,679 New
33 34
35
36 37