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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 %
WQ
901
Wealth Quarterback
New Jersey
$62.8K +$62.8K +9,872 New
WCM
902
Wealthcare Capital Management
Virginia
$61K – – –
KC
903
Knuff & Co
California
$61K +$61K +600 New
S
904
SignatureFD
Georgia
$60K -$43.1K -423 -42%
GI
905
Gradient Investments
Minnesota
$56K – – –
AIP
906
Ameritas Investment Partners
Nebraska
$55K -$4.58K -45 -8%
FCA
907
FinTrust Capital Advisors
South Carolina
$55K – – –
HCA
908
Horan Capital Advisors
Ohio
$53K – – –
SIS
909
Sound Income Strategies
Florida
$53K +$7.76K +76 +17%
PCG
910
Private Capital Group
Connecticut
$51K -$5.4K -53 -10%
BSG
911
Black Swift Group
Colorado
$51K – – –
QCMC
912
Quantum Capital Management (California)
California
$51K – – –
DSC
913
Duncker Streett & Co
Missouri
$51K +$51K +500 New
BDWM
914
Brewin Dolphin Wealth Management
Ireland
$50.9K +$50.9K +500 New
RWG
915
Regal Wealth Group
California
$49K +$49K +477 New
CA
916
Crewe Advisors
Utah
$48K -$14.7K -144 -23%
CBT
917
Capital Bank & Trust
California
$48K – – –
CAM
918
CenterStar Asset Management
Illinois
$47K -$41K – –
ATC
919
Adirondack Trust Company
New York
$46K – – –
FCMT
920
Founders Capital Management (Texas)
Texas
$46K – – –
SIM
921
Sonora Investment Management
Arizona
$45K +$12.1K +120 +37%
WB
922
West Bancorporation
Iowa
$45K +$45K +445 New
SIAP
923
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K -$10.1K -99 -19%
PB
924
Pinnacle Bancorp
Nebraska
$44K – – –
DI
925
Disciplined Investments
Oklahoma
$44K +$44K +428 New
35 36
37
38 39