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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

674 hedge funds and large institutions have $11.3B invested in Health Care Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 269 increasing their positions, 212 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
16.83%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.42%
New
79
Increased
269
Reduced
212
Closed
60
Calls
$682M
Puts
$624M
Net Calls
+$57.4M
Net Calls Change
-$480M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$136M
2
State Street
2
State Street
Massachusetts
$141M
3
QIM
3
Quantitative Investment Management
Virginia
$213M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$84.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$92.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.62B
2
NM
2
NWI Management
New York
$2.06M
3
ECM
3
Element Capital Management
New York
$0
4
CS
4
Credit Suisse
Switzerland
$86.7M
5
Nomura Holdings
5
Nomura Holdings
Japan
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
176
Baker Avenue Asset Management
California
$4.26M +$192K +2,424 +5%
Creative Planning
177
Creative Planning
Kansas
$4.23M -$146K -1,847 -3%
PWAP
178
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.22M +$66.6K +840 +2%
WP
179
WealthPLAN Partners
Nebraska
$4.19M +$3.73M +47,011 +800%
EWM
180
Evercore Wealth Management
New York
$4.19M -$436K -5,500 -9%
AWP
181
Ascent Wealth Partners
New York
$4.18M +$26.1K +330 +0.6%
LFPWM
182
Leicht Financial Planning & Wealth Management
New Jersey
$3.98M +$648K +8,195 +19%
KSA
183
Ken Stern & Associates
California
$3.93M -$32.8K -413 -0.8%
RSA
184
Robertson Stephens Advisors
California
$3.87M +$1M +12,630 +35%
WA
185
WBH Advisory
Maryland
$3.87M +$163K +2,061 +4%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$3.76M -$110K -1,392 -3%
Fidelity International
187
Fidelity International
Bermuda
$3.75M +$2.38K +30 +0.1%
ECM
188
Exchange Capital Management
Michigan
$3.72M -$50.1K -632 -1%
CCM
189
Canal Capital Management
Virginia
$3.71M -$234K -2,949 -6%
WTB
190
Washington Trust Bank
Washington
$3.65M +$475K +5,993 +15%
QFA
191
Quattro Financial Advisors
Texas
$3.64M -$204K -2,578 -5%
PP
192
PDT Partners
New York
$3.57M -$1.75M -22,088 -33%
JCM
193
Jafra Capital Management
New York
$3.5M +$3.5M +44,131 New
ST
194
Sabal Trust
Florida
$3.49M +$108K +1,360 +3%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$3.49M -$444K -5,606 -11%
PFS
196
Prospera Financial Services
Texas
$3.47M -$131K -1,666 -4%
FAM
197
Foothills Asset Management
Arizona
$3.44M -$5.94K -75 -0.2%
IA
198
IFP Advisors
Florida
$3.44M +$185K +2,341 +6%
SB
199
Suntrust Banks
Georgia
$3.44M +$496K +6,257 +17%
RWMH
200
Riverpoint Wealth Management Holdings
Illinois
$3.36M +$34.2K +432 +1%
6 7
8
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