XLV icon

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 %
OCPWS
376
One Charles Private Wealth Services
Massachusetts
$4.61M -$177K -1,211 -4%
FHA
377
First Horizon Advisors
Tennessee
$4.61M +$34.7K +238 +0.8%
CCM
378
Cinctive Capital Management
New York
$4.6M -$3.85M -26,429 -46%
QWP
379
Quotient Wealth Partners
Texas
$4.59M -$46.4M -318,636 -91%
BMM
380
Berkshire Money Management
Massachusetts
$4.58M +$53.8K +369 +1%
BFG
381
Bleakley Financial Group
New Jersey
$4.57M +$166K +1,141 +4%
FWCM
382
Ferguson Wellman Capital Management
Oregon
$4.54M -$301K -2,063 -6%
MTWM
383
Masso Torrence Wealth Management
New Jersey
$4.51M +$124K +850 +3%
BFA
384
BBJS Financial Advisors
Washington
$4.48M +$10.3K +71 +0.2%
SVWAG
385
Sound View Wealth Advisors Group
Georgia
$4.43M +$109K +750 +3%
BCA
386
Bray Capital Advisors
Florida
$4.43M +$1.9K +13 +0%
BOPW
387
Brandywine Oak Private Wealth
Pennsylvania
$4.41M -$2.19K -15 -0%
TC
388
Trust Company
Kansas
$4.41M +$108K +741 +3%
BCM
389
Brookstone Capital Management
Illinois
$4.4M -$122K -813 -3%
AFT
390
Alpha Family Trust
California
$4.38M – – –
Canada Pension Plan Investment Board
391
Canada Pension Plan Investment Board
Ontario, Canada
$4.37M – – –
CW
392
Cooksen Wealth
Texas
$4.37M +$226K +1,552 +5%
RA
393
Rockingstone Advisors
Massachusetts
$4.36M +$69.7K +478 +2%
RBC
394
Rye Brook Capital
Connecticut
$4.31M -$5.16M -35,400 -54%
Parallax Volatility Advisers
395
Parallax Volatility Advisers
California
$4.24M +$709K +4,866 +20%
GWM
396
GoalFusion Wealth Management
Texas
$4.21M +$122K +838 +3%
FPW
397
Flagship Private Wealth
Massachusetts
$4.2M +$169K +1,162 +4%
LA
398
LM Advisors
California
$4.18M -$186K -1,275 -4%
GRP
399
Global Retirement Partners
California
$4.18M -$1.01M -6,946 -20%
BFA
400
Benedict Financial Advisors
Georgia
$4.16M +$1.02K +7 +0%
14 15
16
17 18