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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,047 hedge funds and large institutions have $17.6B invested in Health Care Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 432 increasing their positions, 331 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+44
Holders Change %
+4.39%
% of All Funds
21.52%
Holding in Top 10
110
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+19.57%
% of All Funds
2.26%
New
136
Increased
432
Reduced
331
Closed
86
Calls
$842M
Puts
$1.77B
Net Calls
-$928M
Net Calls Change
-$148M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.14B
2
NLI
Nippon Life Insurance
Japan
$522M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$242M
4
Citigroup
Citigroup
New York
$389M
5
Bessemer Group
Bessemer Group
New Jersey
$352M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$4.44M
2
Ameriprise
Ameriprise
Minnesota
$297M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$58.3M
4
PC
PointState Capital
New York
$0
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$5.81M +$102K +1,021 +2%
TS
202
Tamar Securities
California
$5.78M +$5.78M +57,718 New
3F
203
360 Financial
Minnesota
$5.77M +$5.77M +56,714 New
HCMNY
204
Howard Capital Management (New York)
New York
$5.71M +$63.4K +634 +1%
FMT
205
First Mercantile Trust
Tennessee
$5.7M -$2.46M -24,574 -30%
William Blair & Company
206
William Blair & Company
Illinois
$5.65M +$295K +2,947 +6%
WP
207
WealthPLAN Partners
Nebraska
$5.64M -$94K -878 -2%
IWM
208
IHT Wealth Management
Illinois
$5.62M +$1.38M +13,817 +33%
BBA
209
Braun-Bostich & Associates
Pennsylvania
$5.61M +$4.1M +40,947 +271%
AO
210
Advisor OS
Illinois
$5.61M +$5.61M +56,081 New
RAM
211
Riggs Asset Management
Pennsylvania
$5.6M +$51.5K +515 +0.9%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$5.59M -$21.3M -213,218 -79%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$5.53M -$475K -4,745 -8%
COF
214
Capital One Financial
Virginia
$5.52M -$542K -5,419 -9%
CA
215
Cetera Advisors
Colorado
$5.5M +$1.28M +12,781 +30%
CA
216
Calton & Associates
Florida
$5.47M +$1.13M +11,299 +26%
Twin Tree Management
217
Twin Tree Management
Texas
$5.43M -$13.7M -137,297 -72%
SPC
218
Sigma Planning Corp
Michigan
$5.43M +$1.57M +15,737 +41%
ASN
219
Advisory Services Network
Georgia
$5.4M -$1.15M -11,516 -18%
Lazard Asset Management
220
Lazard Asset Management
New York
$5.39M +$5.39M +53,895 New
BZWA
221
Blue Zone Wealth Advisors
California
$5.37M +$1.46M +14,547 +37%
SW
222
SVB Wealth
Massachusetts
$5.34M +$470K +4,693 +10%
OC
223
Oppenheimer & Co
New York
$5.33M -$16.2K -162 -0.3%
WWM
224
Western Wealth Management
Colorado
$5.3M +$3.03M +30,210 +133%
BPGAM
225
BTG Pactual Global Asset Management
Bermuda
$5.28M +$5.28M +52,760 New
7 8
9
10 11