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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 %
AIC
151
Ayalon Insurance Company
Israel
$8.36M +$213K +2,090 +3%
MUAMU
152
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.13M +$8.13M +79,800 New
HCP
153
Holt Capital Partners
Texas
$8.01M +$820K +8,052 +11%
MM
154
Main Management
California
$7.88M -$157K -1,545 -2%
TFA
155
Toth Financial Advisory
Virginia
$7.74M +$306 +3 +0%
AWM
156
Altus Wealth Management
Kentucky
$7.61M +$7.61M +74,716 New
SC
157
Scotia Capital
Ontario, Canada
$7.3M +$196K +1,919 +3%
AF
158
Alerus Financial
North Dakota
$7.26M +$352K +3,451 +5%
CC
159
Callan Capital
California
$7.17M -$776K -7,622 -10%
EC
160
Estate Counselors
Wisconsin
$7.06M +$81.5K +800 +1%
SG
161
Swarthmore Group
Pennsylvania
$7.06M -$300K -2,950 -4%
CWM
162
CMH Wealth Management
New Hampshire
$6.98M +$37.7K +370 +0.5%
WCP
163
Welch Capital Partners
New York
$6.69M -$133K -1,310 -2%
MCM
164
Manchester Capital Management
Vermont
$6.68M – – –
JIR
165
James Investment Research
Ohio
$6.65M +$77.2K +758 +1%
MC
166
Martin & Co
Tennessee
$6.65M -$323K -3,175 -5%
SCA
167
Stillwater Capital Advisors
Pennsylvania
$6.56M +$676K +6,635 +11%
WA
168
WBH Advisory
Maryland
$6.51M +$143K +1,406 +2%
APC
169
Aspire Private Capital
North Carolina
$6.49M +$6.49M +63,740 +579,455%
MIAN
170
Mariner Independent Advisor Network
Kansas
$6.44M -$71.9K -705 -1%
OQC
171
Optimum Quantvest Corp
Connecticut
$6.38M -$28.5M -279,708 -82%
PWAC
172
Private Wealth Advisors (California)
California
$6.33M +$1.58M +15,525 +33%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$6.31M -$147K -1,440 -2%
FFG
174
Frisch Financial Group
New York
$6.27M +$754K +7,406 +14%
CBT
175
Central Bank & Trust
Kentucky
$6.18M +$763K +7,486 +14%
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