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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 %
AIP
201
Ameritas Investment Partners
Nebraska
$3.33M +$235K +2,961 +8%
Nomura Holdings
202
Nomura Holdings
Japan
$3.33M -$92.6M -1,168,051 -97%
SPL
203
Smart Portfolios LLC
Washington
$3.26M -$25.1K -317 -0.8%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$3.2M +$133K +1,682 +4%
SWM
205
Strategic Wealth Management
Washington
$3.19M – – –
BTIS
206
BB&T Investment Services
North Carolina
$3.19M +$2.77M +35,014 +666%
TTWM
207
TCV Trust & Wealth Management
Virginia
$3.18M +$3.96K +50 +0.1%
FCI
208
Financial Counselors Inc
Kansas
$3.16M -$9.04K -114 -0.3%
BPC
209
Banque Pictet & Cie
Switzerland
$3.14M -$389K -4,913 -11%
LJAC
210
L.J. Altfest & Co
New York
$3.1M +$170K +2,147 +6%
OAM
211
Oppenheimer Asset Management
New York
$3.05M +$719K +9,077 +31%
PNAA
212
Pictet North America Advisors
Switzerland
$3.03M -$20.8K -263 -0.7%
KCM
213
Karp Capital Management
California
$3.03M +$2.3M +29,031 +316%
KF
214
Krilogy Financial
Missouri
$3.01M +$213K +2,692 +8%
PI
215
Parkside Investments
Illinois
$2.99M +$579K +7,314 +24%
SPIA
216
Steward Partners Investment Advisory
New York
$2.96M +$2.51M +31,665 +551%
FNT
217
First National Trust
Pennsylvania
$2.96M +$130K +1,645 +5%
RCP
218
Rothschild Capital Partners
New York
$2.91M -$4.38M -55,290 -60%
MBTD
219
Mechanics Bank - Trust Department
California
$2.91M -$104K -1,306 -3%
TF
220
TIAA FSB
Florida
$2.9M +$2.9M +36,567 New
P
221
PhaseCapital
New York
$2.86M +$690K +8,700 +32%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$2.74M – – –
HWP
223
Hefty Wealth Partners
Indiana
$2.74M +$2.73M +34,449 +28,708%
JGIA
224
Jackson Grant Investment Advisers
Connecticut
$2.71M +$7.29K +92 +0.3%
NR
225
Newfound Research
Massachusetts
$2.71M -$25.9K -327 -0.9%
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9
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