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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 %
CWM
1051
Circle Wealth Management
New Jersey
– -$271K -3,008 Closed
FTIOP
1052
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$240K -2,658 Closed
AP
1053
Appleton Partners
Massachusetts
– -$217K -2,411 Closed
SA
1054
Strategic Advisors
New York
– -$207K -2,295 Closed
WIA
1055
Westbourne Investment Advisors
Maryland
– -$204K -2,267 Closed
NIC
1056
Northwest Investment Counselors
Oregon
– -$174K -1,927 Closed
CAN
1057
Claraphi Advisory Network
United States
– -$139K -1,547 Closed
TA
1058
Thor Advisors
New York
– -$107K -1,187 Closed
SB
1059
Strategic Blueprint
Georgia
– -$102K -1,130 Closed
FMTCOCP
1060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$79K -875 Closed
WCM
1061
Whitener Capital Management
North Carolina
– -$48K -540 Closed
Macquarie Group
1062
Macquarie Group
Australia
– -$27K -443 Closed
DP
1063
Denver PWM
Colorado
– -$35K -389 Closed
SWP
1064
Strategic Wealth Partners
Ohio
– -$26 -300 Closed
HCM
1065
Hilton Capital Management
New York
– -$22K -245 Closed
NCM
1066
Next Capital Management
New York
– -$20K -225 Closed
KWA
1067
KCS Wealth Advisory
California
– -$18.1K -201 Closed
PCM
1068
Princeton Capital Management
New Jersey
– -$16K -175 Closed
BWA
1069
BDO Wealth Advisors
Florida
– -$7K -80 Closed
TC
1070
Truvestments Capital
Florida
– -$5K -50 Closed
SCA
1071
Strategic Capital Advisers
Colorado
– -$1K -16 Closed
39 40 41 42
43