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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

768 hedge funds and large institutions have $12.4B invested in Health Care Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 253 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+65
Holders Change %
+9.25%
% of All Funds
17.44%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
1.32%
New
143
Increased
253
Reduced
245
Closed
67
Calls
$523M
Puts
$1.01B
Net Calls
-$489M
Net Calls Change
-$381M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$333M
2
WIM
Windhaven Investment Management
Massachusetts
+$92.2M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$91M
4
Citigroup
Citigroup
New York
+$50.5M
5
N
Natixis
France
+$40.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$174M
2
Bank of America
Bank of America
North Carolina
-$171M
3
QIM
Quantitative Investment Management
Virginia
-$129M
4
CS
Credit Suisse
Switzerland
-$91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$3.63M +$3.41M +41,276 +1,563%
SCP
202
Silverleafe Capital Partners
Tennessee
$3.59M +$3.59M +43,475 New
KF
203
Krilogy Financial
Missouri
$3.56M +$327K +3,956 +10%
SWM
204
Strategic Wealth Management
Washington
$3.55M -$142K -1,722 -4%
SPL
205
Smart Portfolios LLC
Washington
$3.55M -$142K -1,722 -4%
RWMH
206
Riverpoint Wealth Management Holdings
Illinois
$3.53M +$3.39K +41 +0.1%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$3.51M +$8.18K +99 +0.2%
FAM
208
Foothills Asset Management
Arizona
$3.4M -$145K -1,750 -4%
TPSF
209
Texas Permanent School Fund
Texas
$3.31M +$1.18M +14,302 +56%
W
210
WealthShield
North Carolina
$3.3M +$3.3M +39,485 New
WP
211
WealthShield Partners
North Carolina
$3.3M +$3.3M +39,485 New
FCI
212
Financial Counselors Inc
Kansas
$3.2M -$58.9K -712 -2%
TTWM
213
TCV Trust & Wealth Management
Virginia
$3.12M -$117K -1,419 -4%
SPC
214
Sigma Planning Corp
Michigan
$3.12M +$697K +8,425 +29%
CL
215
Cabana LLC
Arkansas
$3.11M +$3.11M +37,596 New
PP
216
Patten & Patten
Tennessee
$3.08M +$156K +1,885 +5%
1IA
217
1834 Investment Advisors
Wisconsin
$3.03M +$691K +8,356 +30%
AFNAS
218
American Financial Network Advisory Services
California
$3.02M +$74.6K +902 +3%
AWP
219
Ascent Wealth Partners
New York
$2.99M -$1.42M -17,237 -32%
OC
220
Oppenheimer & Co
New York
$2.98M -$339K -4,100 -10%
IA
221
IFP Advisors
Florida
$2.96M -$790K -9,552 -21%
SRSA
222
S.R. Schill & Associates
Washington
$2.95M +$14.1K +170 +0.5%
MBTD
223
Mechanics Bank - Trust Department
California
$2.95M +$38.9K +470 +1%
CF
224
Centaurus Financial
California
$2.94M +$2.94M +35,588 New
FM
225
Forward Management
California
$2.93M +$2.93M +35,426 New
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