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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
$137M
5
Morgan Stanley
Morgan Stanley
New York
$780M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$704M
2
Bank of America
Bank of America
North Carolina
$3.54B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$17.6M
4
Citigroup
Citigroup
New York
$203M
5
CSIA
Charles Schwab Investment Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1001
FSA Wealth Management
Massachusetts
$5K +$5K +45 New
AP
1002
Arlington Partners
Alabama
$5K +$5K +46 New
FWM
1003
Filbrandt Wealth Management
Wisconsin
$5K +$5K +50 New
TA
1004
TFG Advisers
Michigan
$5K +$5K +50 New
RFM
1005
Royal Fund Management
Florida
$4K – – –
MFT
1006
Moisand Fitzgerald Tamayo
Florida
$4K – – –
HMS
1007
Hanseatic Management Services
New Mexico
$4K +$4K +36 New
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$4.62K -40 -61%
QAM
1009
QCI Asset Management
New York
$3K – – –
ME
1010
McIlrath & Eck
Washington
$3K – – –
EAM
1011
Eukles Asset Management
Ohio
$3K – – –
MSFP
1012
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
MRCM
1013
M&R Capital Management
New Jersey
$1K – – –
LAS
1014
Lloyd Advisory Services
Georgia
$1K +$1K +7 New
LS
1015
Leelyn Smith
Illinois
$556 +$556 +5,454 New
PGAM
1016
Princeton Global Asset Management
New Jersey
$51 – – –
CSIA
1017
Charles Schwab Investment Advisory
California
– -$89.3M -991,329 Closed
Rafferty Asset Management
1018
Rafferty Asset Management
New York
– -$83.7M -928,600 Closed
Voloridge Investment Management
1019
Voloridge Investment Management
Florida
– -$56.6M -628,204 Closed
UBS AM
1020
UBS AM
Illinois
– -$47.3M -524,282 Closed
KC
1021
Kepos Capital
New York
– -$19M -210,373 Closed
ECM
1022
ExodusPoint Capital Management
New York
– -$15.5M -172,184 Closed
TAS
1023
TIFF Advisory Services
Pennsylvania
– -$14.7M -163,258 Closed
Squarepoint
1024
Squarepoint
New York
– -$13.8M -152,682 Closed
WFWM
1025
Wechter Feldman Wealth Management
New Jersey
– -$13.2M -146,668 Closed
39 40
41
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