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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,654 hedge funds and large institutions have $27.7B invested in Health Care Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 621 increasing their positions, 655 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
24.06%
Holding in Top 10
106
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.85%
% of All Funds
1.54%
New
115
Increased
621
Reduced
655
Closed
95
Calls
$1.38B
Puts
$1.69B
Net Calls
-$315M
Net Calls Change
+$139M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$226M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$172M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$162M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$115M
5
Ameriprise
Ameriprise
Minnesota
$518M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$5.59B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.61B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$180M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$903M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
276
Winthrop Capital Management
Indiana
$7.69M -$328K -2,252 -4%
CC
277
Constitution Capital
Connecticut
$7.66M -$186K -1,273 -2%
FIM
278
Freedom Investment Management
Connecticut
$7.65M -$1.26M -8,679 -14%
EFG
279
Embree Financial Group
Illinois
$7.64M -$20.1K -138 -0.3%
5SA
280
5th Street Advisors
Connecticut
$7.62M +$201K +1,378 +3%
TW
281
TritonPoint Wealth
Maryland
$7.6M +$1.39M +9,567 +22%
BCI
282
Brinker Capital Investments
Pennsylvania
$7.49M -$1.59M -10,899 -17%
OPS
283
Orion Portfolio Solutions
Nebraska
$7.49M -$1.59M -10,899 -17%
IAN
284
Integrated Advisors Network
Texas
$7.49M +$118K +811 +2%
GSWM
285
Greenup Street Wealth Management
Michigan
$7.48M -$1.45M -9,939 -16%
SC
286
Sykon Capital
New York
$7.29M -$333K -2,287 -4%
WIC
287
Woodmont Investment Counsel
Tennessee
$7.23M +$106K +727 +1%
CWG
288
Cornerstone Wealth Group
North Carolina
$7.06M -$1.43M -9,840 -17%
ST
289
Sabal Trust
Florida
$7.02M +$340K +2,333 +5%
CPA
290
Capital Planning Advisors
California
$6.94M +$146K +1,005 +2%
LOIM
291
Liberty One Investment Management
Illinois
$6.9M -$231K -1,582 -3%
NCM
292
Next Capital Management
New York
$6.87M -$138K -949 -2%
SI
293
Stephens Inc
Arkansas
$6.81M -$729K -5,000 -10%
RPGK
294
Retirement Planning Group (Kansas)
Kansas
$6.79M +$266K +1,822 +4%
AAS
295
Asset Allocation Strategies
Michigan
$6.72M -$75.9K -521 -1%
PA
296
Pinnacle Associates
New York
$6.63M -$134K -917 -2%
ACM
297
Allred Capital Management
Texas
$6.61M +$346K +2,376 +6%
ACM
298
Anfield Capital Management
California
$6.57M -$3.66M -25,122 -36%
CCS
299
Concentric Capital Strategies
Connecticut
$6.54M +$6.54M +44,843 New
DAS
300
Diversify Advisory Services
Utah
$6.52M -$11.9M -82,134 -65%
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