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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,268 hedge funds and large institutions have $233B invested in Health Care Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 541 increasing their positions, 368 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+70
Holders Change %
+5.84%
% of All Funds
22.27%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.6%
New
139
Increased
541
Reduced
368
Closed
54
Calls
$2.29B
Puts
$1.95B
Net Calls
+$335M
Net Calls Change
+$48.9M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$822M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.96B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$639M
4
PF
4
Phoenix Financial
Israel
$284M
5
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$166M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$209B
2
Bank of America
2
Bank of America
North Carolina
$4.71B
3
Citigroup
3
Citigroup
New York
$448M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
376
Quest Investment Management
Oregon
$2.98M -$120K -941 -4%
Koshinski Asset Management
377
Koshinski Asset Management
Illinois
$2.96M +$1M +7,887 +51%
USCWA
378
U.S. Capital Wealth Advisors
Texas
$2.94M +$2.94M +23,119 New
VVP
379
Venture Visionary Partners
Ohio
$2.94M +$207K +1,630 +8%
DWA
380
Delos Wealth Advisors
Texas
$2.94M +$2.34M +18,354 +391%
MSAGDF
381
Moneda SA Administradora General de Fondos
Chile
$2.93M – – –
BFS
382
Bard Financial Services
Connecticut
$2.92M -$382K -3,000 -12%
PA
383
PFG Advisors
Arizona
$2.91M +$508K +3,991 +21%
BRG
384
Bay Rivers Group
Virginia
$2.89M -$1.78K -14 -0.1%
TA
385
TruWealth Advisors
Louisiana
$2.89M +$66.2K +520 +2%
SFS
386
Sowell Financial Services
Arkansas
$2.87M -$16.4K -129 -0.6%
FNBOH
387
First National Bank of Hutchinson
Kansas
$2.85M – – –
BO
388
BRR OpCo
Ohio
$2.84M +$265K +2,081 +10%
CAC
389
Certified Advisory Corp
Florida
$2.84M +$135K +1,063 +5%
WAM
390
Weatherly Asset Management
California
$2.84M -$50.2K -394 -2%
SJIM
391
St. Johns Investment Management
Florida
$2.84M +$14.5K +114 +0.5%
MSAM
392
Moloney Securities Asset Management
Missouri
$2.82M +$206K +1,618 +8%
PWP
393
Principle Wealth Partners
Connecticut
$2.82M +$6.37K +50 +0.2%
LWM
394
Laidlaw Wealth Management
New York
$2.79M +$412K +3,235 +17%
ACM
395
Antonetti Capital Management
Florida
$2.75M +$2.75M +21,613 New
ABC
396
Associated Banc-Corp
Wisconsin
$2.75M -$3.82K -30 -0.1%
JWA
397
JFS Wealth Advisors
Pennsylvania
$2.67M +$2.67M +20,949 New
MCM
398
Magnolia Capital Management
New York
$2.65M -$949K -7,455 -26%
PAS
399
Park Avenue Securities
New York
$2.65M +$597K +4,690 +29%
OCPWS
400
One Charles Private Wealth Services
Massachusetts
$2.64M +$202K +1,587 +8%
14 15
16
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