XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,198 hedge funds and large institutions have $206B invested in Health Care Select Sector SPDR Fund in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 499 increasing their positions, 379 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+20
Holders Change %
+1.7%
% of All Funds
20.91%
Holding in Top 10
76
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+31.03%
% of All Funds
1.33%
New
111
Increased
499
Reduced
379
Closed
76
Calls
$2B
Puts
$1.71B
Net Calls
+$286M
Net Calls Change
+$688M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$331M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.02B
3
APF
3
Alaska Permanent Fund
Alaska
$133M
4
SR
4
Swiss Re
Switzerland
$102M
5
PF
5
Phoenix Financial
Israel
$115M

Top Sellers

1
N
1
Natixis
France
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$23.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$988M
4
RCM
4
Rokos Capital Management
United Kingdom
$0
5
WA
5
WestEnd Advisors
North Carolina
$184B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
376
BigSur Wealth Management
Florida
$2.54M – – –
LWM
377
Loveless Wealth Management
Montana
$2.54M +$17.5K +139 +0.7%
BC
378
Bartlett & Co
Ohio
$2.53M -$6.3K -50 -0.2%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$2.53M -$6.3K -50 -0.2%
IWC
380
Integrated Wealth Concepts
Massachusetts
$2.52M +$281K +2,229 +13%
AWA
381
Arkadios Wealth Advisors
Georgia
$2.51M +$721K +5,728 +40%
IOOF
382
Independent Order of Foresters
Ontario, Canada
$2.51M – – –
Macquarie Group
383
Macquarie Group
Australia
$2.51M +$2.51M +19,955 New
FHC
384
First Horizon Corporation
Tennessee
$2.5M -$557K -4,422 -18%
FFS
385
Founders Financial Securities
Maryland
$2.48M +$2.48M +19,711 New
SHWM
386
Smith & Howard Wealth Management
Georgia
$2.47M -$29.2K -232 -1%
CCT
387
Chemung Canal Trust
New York
$2.45M -$106K -842 -4%
BCM
388
Brookstone Capital Management
Illinois
$2.45M +$2.01M +15,574 +454%
PWM
389
Peterson Wealth Management
Nevada
$2.42M +$103K +816 +4%
OCPWS
390
One Charles Private Wealth Services
Massachusetts
$2.41M +$1.8M +14,320 +296%
LFAS
391
Level Four Advisory Services
Texas
$2.41M -$98.1K -779 -4%
RWB
392
RMR Wealth Builders
New Jersey
$2.39M -$473K -3,757 -17%
LWM
393
Lyell Wealth Management
California
$2.38M +$335K +2,660 +16%
PA
394
PFG Advisors
Arizona
$2.37M +$99.4K +789 +4%
ACA
395
Atlas Capital Advisors
Wyoming
$2.37M +$276K +2,189 +13%
BOM
396
Bank of Marin
California
$2.36M +$113K +897 +5%
LWM
397
Laidlaw Wealth Management
New York
$2.35M +$684K +5,433 +41%
CWM
398
Chesapeake Wealth Management
Virginia
$2.35M +$56.8K +451 +2%
CH
399
Canton Hathaway
Rhode Island
$2.35M +$184K +1,461 +9%
WI
400
Wintrust Investments
Illinois
$2.33M +$50.9K +404 +2%
14 15
16
17 18