XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,658 hedge funds and large institutions have $30.9B invested in Health Care Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 654 increasing their positions, 599 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+24
Holders Change %
+1.47%
% of All Funds
24.04%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.57%
New
152
Increased
654
Reduced
599
Closed
107
Calls
$1.57B
Puts
$2.02B
Net Calls
-$454M
Net Calls Change
+$165M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$388M
2
Citigroup
Citigroup
New York
$374M
3
PF
Phoenix Financial
Israel
$252M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$120M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.73B
2
GBWM
Granite Bay Wealth Management
New Hampshire
$1.82M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
Bessemer Group
Bessemer Group
New Jersey
$208M
5
Charles Schwab
Charles Schwab
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
226
Credit Suisse
Switzerland
$10M -$18.1M -122,493 -64%
KWM
227
Keebeck Wealth Management
Illinois
$9.99M -$156K -1,059 -2%
CFGS
228
Concourse Financial Group Securities
Alabama
$9.97M +$1.95M +13,187 +24%
TS
229
Tamar Securities
California
$9.94M -$1.63M -11,024 -14%
PCIA
230
Prime Capital Investment Advisors
Kansas
$9.87M -$21M -142,387 -68%
MC
231
Martin & Co
Tennessee
$9.87M -$246K -1,663 -2%
PPWP
232
Premier Path Wealth Partners
New Jersey
$9.72M +$808K +5,470 +9%
CFC
233
Client First Capital
California
$9.62M +$2.93M +19,804 +44%
RBC
234
Rye Brook Capital
Connecticut
$9.6M +$9.6M +65,000 New
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
$9.56M +$9.56M +64,744 New
EWM
236
Evercore Wealth Management
New York
$9.55M +$157K +1,060 +2%
HVIA
237
Hudson Valley Investment Advisors
New York
$9.55M -$118K -800 -1%
OCBCO
238
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.45M -$4.83M -32,719 -34%
NW
239
NewEdge Wealth
Pennsylvania
$9.38M +$534K +3,800 +6%
WCP
240
Welch Capital Partners
New York
$9.38M – – –
SWM
241
SFG Wealth Management
Maryland
$9.35M +$478K +3,236 +5%
WWM
242
Western Wealth Management
Colorado
$9.34M +$849K +5,746 +10%
CF
243
Centaurus Financial
California
$9.34M +$2.9M +19,650 +45%
TFA
244
Toth Financial Advisory
Virginia
$9.33M +$154K +1,041 +2%
SC
245
Syon Capital
California
$9.29M -$9.53M -64,495 -51%
AWC
246
Adamsbrown Wealth Consultants
Kansas
$9.21M +$516K +3,491 +6%
BCI
247
Brinker Capital Investments
Pennsylvania
$9.2M +$1.9M +12,848 +26%
OPS
248
Orion Portfolio Solutions
Nebraska
$9.2M +$1.9M +12,848 +26%
SPC
249
Sigma Planning Corp
Michigan
$9.16M +$4.7M +31,830 +105%
AAM
250
Ameraudi Asset Management
New York
$9.1M +$9.1M +61,610 New
8 9
10
11 12