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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

794 hedge funds and large institutions have $14.5B invested in Health Care Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 311 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+53
Holders Change %
+7.15%
% of All Funds
18.18%
Holding in Top 10
64
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+30.61%
% of All Funds
1.47%
New
108
Increased
311
Reduced
227
Closed
51
Calls
$409M
Puts
$1.15B
Net Calls
-$741M
Net Calls Change
-$585M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.46B
2
Barclays
Barclays
United Kingdom
$470M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$854M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$160M
5
Morgan Stanley
Morgan Stanley
New York
$732M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$857M
2
Goldman Sachs
Goldman Sachs
New York
$325M
3
SGI
Swan Global Investments
Colorado
$362M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$109M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Strategic Wealth Management
Washington
$4.03M -$20.3K -213 -0.5%
NR
202
Newfound Research
Massachusetts
$3.98M +$3.98M +41,790 New
ST
203
Sabal Trust
Florida
$3.89M -$916K -9,629 -19%
PP
204
Patten & Patten
Tennessee
$3.86M +$238K +2,497 +7%
SSA
205
Schonfeld Strategic Advisors
New York
$3.84M +$771K +8,106 +25%
TFA
206
Transamerica Financial Advisors
Florida
$3.8M +$515K +5,409 +16%
FNT
207
First National Trust
Pennsylvania
$3.76M +$368K +3,867 +11%
SCP
208
Silverleafe Capital Partners
Tennessee
$3.72M -$133K -1,401 -3%
SPC
209
Sigma Planning Corp
Michigan
$3.72M -$59.5K -625 -2%
FCI
210
Financial Counselors Inc
Kansas
$3.6M -$26.5K -279 -0.7%
KeyBank National Association
211
KeyBank National Association
Ohio
$3.6M +$1.31M +13,761 +57%
FAM
212
Foothills Asset Management
Arizona
$3.53M -$37.1K -390 -1%
MWPCG
213
Measured Wealth Private Client Group
New Hampshire
$3.52M +$201K +2,109 +6%
TTWM
214
TCV Trust & Wealth Management
Virginia
$3.48M -$234K -2,461 -6%
GWM
215
Geneos Wealth Management
Colorado
$3.43M +$3.12M +32,791 +1,017%
WC
216
Wexford Capital
Florida
$3.4M +$3.4M +35,776 New
DFIG
217
Dragon Financial & Investment Group
California
$3.4M -$532K -5,590 -14%
FAIM
218
Financial Advocates Investment Management
Washington
$3.37M -$500K -5,256 -13%
CA
219
Cetera Advisors
Colorado
$3.33M +$380K +3,979 +13%
AIP
220
ARS Investment Partners
New York
$3.32M +$704K +7,402 +27%
MBT
221
Montecito Bank & Trust
California
$3.32M +$806K +8,467 +32%
DWT
222
Dorsey & Whitney Trust
South Dakota
$3.31M +$724K +7,604 +28%
TPSF
223
Texas Permanent School Fund
Texas
$3.3M +$213K +2,236 +7%
JGIA
224
Jackson Grant Investment Advisers
Connecticut
$3.3M +$130K +1,364 +4%
EWA
225
EP Wealth Advisors
California
$3.27M +$32K +408 +1%
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