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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 %
GSWM
251
Greenup Street Wealth Management
Michigan
$9.05M +$9.05M +61,256 New
FIM
252
Freedom Investment Management
Connecticut
$9.04M +$222K +1,501 +3%
CIP
253
Capital Insight Partners
Arizona
$9.04M +$3.53M +23,868 +64%
AWM
254
AAF Wealth Management
Massachusetts
$8.96M +$304K +2,057 +4%
PCA
255
Pallas Capital Advisors
Massachusetts
$8.84M +$537K +3,633 +6%
RFM
256
Royal Fund Management
Florida
$8.8M +$8.8M +59,598 New
TC
257
Trilogy Capital
California
$8.8M +$5.11M +34,597 +139%
FFS
258
Founders Financial Securities
Maryland
$8.77M +$4.4M +29,800 +101%
IC
259
Innealta Capital
Texas
$8.74M +$1.92K +13 +0%
AAIM
260
Asset Advisors Investment Management
Georgia
$8.72M +$2.05M +13,903 +31%
EWS
261
Eagle Wealth Strategies
New Jersey
$8.69M -$89.8K -613 -1%
MFG
262
Merit Financial Group
Georgia
$8.66M +$1.25M +8,856 +17%
BPA
263
Beacon Pointe Advisors
California
$8.62M +$592K +4,007 +7%
CWG
264
Cornerstone Wealth Group
North Carolina
$8.61M -$4.88M -33,044 -36%
CCM
265
Cinctive Capital Management
New York
$8.57M +$8.57M +58,021 New
CB
266
Commerce Bank
Missouri
$8.55M -$10.2M -69,086 -54%
PIA
267
Petredis Investment Advisors
Pennsylvania
$8.51M -$658K -4,451 -7%
NHFG
268
New Harbor Financial Group
Massachusetts
$8.45M +$8.45M +57,178 New
Cerity Partners
269
Cerity Partners
New York
$8.39M -$1.21M -8,213 -13%
IWS
270
Insight Wealth Strategies
California
$8.29M +$8.29M +56,098 New
MWA
271
MFA Wealth Advisors
Pennsylvania
$8.27M -$72.1K -488 -0.9%
GIA
272
Gladstone Institutional Advisory
Florida
$8.21M +$2.6M +17,576 +46%
AI
273
Arvest Investments
Arkansas
$8.2M -$381K -2,576 -4%
JMFC
274
J.M. Forbes & Co
Massachusetts
$8.17M – – –
EF
275
Empowered Funds
Pennsylvania
$8.15M +$8.15M +55,192 New
9 10
11
12 13