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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 %
AI
126
Atria Investments
North Carolina
$11.1M +$905K +8,881 +9%
CWM
127
Chicago Wealth Management
Illinois
$11M +$11M +107,905 New
BWFA
128
Baltimore-Washington Financial Advisors
Maryland
$10.8M +$629K +6,177 +6%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$10.7M +$7.46M +73,219 +229%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$10.5M -$5.96M -58,550 -36%
1IA
131
1834 Investment Advisors
Wisconsin
$10.3M -$1.44M -14,133 -12%
CIC
132
Carnegie Investment Counsel
Ohio
$10.1M +$151K +1,484 +2%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$10.1M +$1.37M +13,469 +16%
V
134
Veritable
Delaware
$9.76M -$451K -4,426 -4%
BFIC
135
Bedell Frazier Investment Counselling
California
$9.55M – – –
BAAM
136
Baker Avenue Asset Management
California
$9.43M +$295K +2,897 +3%
BHB
137
Bank Hapoalim BM
Israel
$9.43M +$769K +7,554 +9%
UAS
138
United Asset Strategies
New York
$9.41M -$435K -4,269 -4%
IA
139
IndexIQ Advisors
New York
$9.17M +$6.71M +65,874 +273%
AWM
140
AE Wealth Management
Kansas
$9.03M +$5.51M +54,076 +156%
RSWM
141
Robertson Stephens Wealth Management
California
$9M +$2.49M +24,283 +38%
DCC
142
Dow Chemical Company
Michigan
$8.92M +$8.18M +80,350 +1,113%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$8.89M -$2.34M -22,950 -21%
CIA
144
Choate Investment Advisors
Massachusetts
$8.7M +$1.09M +10,667 +14%
KWM
145
Keebeck Wealth Management
Illinois
$8.69M +$8.69M +84,787 New
HIP
146
Harrell Investment Partners
Texas
$8.62M +$8.62M +84,665 New
TF
147
Trek Financial
Arizona
$8.61M -$10.9M -106,583 -56%
QA
148
Quantitative Advantage
Minnesota
$8.59M +$2.29M +22,492 +36%
TW
149
Transform Wealth
Colorado
$8.44M +$1.19M +11,653 +16%
SS
150
Simplicity Solutions
Minnesota
$8.38M +$5.4M +53,027 +182%
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