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

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$5.59B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.61B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$180M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$903M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
351
BigSur Wealth Management
Florida
$5.04M -$518K -3,557 -9%
BFEC
352
Benjamin F. Edwards & Company
Missouri
$5.02M +$1.07M +7,342 +27%
MYIA
353
Mount Yale Investment Advisors
Colorado
$4.98M +$6.7K +46 +0.1%
SRWM
354
Shira Ridge Wealth Management
California
$4.98M +$78.4K +538 +2%
GVAG
355
Great Valley Advisor Group
Delaware
$4.95M +$13.7K +94 +0.3%
MFG
356
Magnus Financial Group
New York
$4.94M +$57.4K +394 +1%
FCI
357
Financial Counselors Inc
Kansas
$4.94M -$41.1K -282 -0.8%
Bank of New York Mellon
358
Bank of New York Mellon
New York
$4.91M +$620K +4,254 +14%
NFC
359
Northeast Financial Consultants
Connecticut
$4.86M -$39.4K -270 -0.8%
EFS
360
Econ Financial Services
Pennsylvania
$4.86M +$1.67M +11,442 +52%
MIC
361
Means Investment Company
Maine
$4.86M +$1.7M +11,644 +54%
IWP
362
Innova Wealth Partners
Pennsylvania
$4.86M -$32.5K -223 -0.7%
GHA
363
Granite Harbor Advisors
Texas
$4.86M +$460K +3,153 +10%
BL
364
BFSG LLC
California
$4.86M +$729 +5 +0%
DWM
365
Denver Wealth Management
Colorado
$4.85M -$169K -1,157 -3%
CIA
366
Choate Investment Advisors
Massachusetts
$4.81M +$54.4K +373 +1%
HHRDM
367
H&H Retirement Design & Management
Nevada
$4.79M +$60.8K +409 +1%
QIM
368
Quantitative Investment Management
Virginia
$4.77M +$4.77M +32,761 New
MCCA
369
Mill Creek Capital Advisors
Pennsylvania
$4.75M +$3.53M +24,249 +290%
DWT
370
Dorsey & Whitney Trust
South Dakota
$4.72M +$128K +876 +3%
ANTB
371
AMG National Trust Bank
Colorado
$4.69M +$1.56M +10,673 +50%
SFS
372
Sowell Financial Services
Arkansas
$4.68M -$22.2K -152 -0.5%
CI
373
CX Institutional
Indiana
$4.65M -$157K -1,080 -3%
TWA
374
Tandem Wealth Advisors
Arizona
$4.64M +$85.1K +584 +2%
FIA
375
FPC Investment Advisory
California
$4.63M +$312K +2,070 +7%
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15
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