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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,436 hedge funds and large institutions have $27.6B invested in Health Care Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 551 increasing their positions, 405 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+168
Holders Change %
+13.25%
% of All Funds
22.18%
Holding in Top 10
93
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.2%
% of All Funds
1.44%
New
253
Increased
551
Reduced
405
Closed
66
Calls
$2.63B
Puts
$2.2B
Net Calls
+$432M
Net Calls Change
+$97.4M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.56B
2
Morgan Stanley
Morgan Stanley
New York
$1.66B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$496M
4
Bank of America
Bank of America
North Carolina
$5.49B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.44B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$449M
2
Citigroup
Citigroup
New York
$305M
3
UBS Group
UBS Group
Switzerland
$426M
4
Goldman Sachs
Goldman Sachs
New York
$939M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
401
JFS Wealth Advisors
Pennsylvania
$3.09M +$138K +978 +5%
MAM
402
Meeder Asset Management
Ohio
$3.07M +$843K +5,986 +38%
PA
403
PFG Advisors
Arizona
$3.07M -$146K -1,035 -5%
GIA
404
Gladstone Institutional Advisory
Florida
$3.05M +$802K +5,695 +36%
LWM
405
Lyell Wealth Management
California
$3.03M +$148K +1,050 +5%
PWP
406
Principle Wealth Partners
Connecticut
$3.03M -$95.2K -676 -3%
ACM
407
Antonetti Capital Management
Florida
$3.01M -$30.7K -218 -1%
SJIM
408
St. Johns Investment Management
Florida
$3.01M -$128K -911 -4%
CH
409
Canton Hathaway
Rhode Island
$2.99M +$221K +1,567 +8%
VF
410
Virtu Financial
New York
$2.98M +$2.98M +21,135 New
ANTB
411
AMG National Trust Bank
Colorado
$2.95M +$113K +800 +4%
GIM
412
Grassi Investment Management
California
$2.93M +$323K +2,294 +12%
LWM
413
Loveless Wealth Management
Montana
$2.93M +$74K +525 +3%
ST
414
Sentinel Trust
Texas
$2.91M +$2.91M +20,658 New
PWM
415
Peterson Wealth Management
Nevada
$2.9M +$156K +1,108 +6%
GTCM
416
Gyon Technologies Capital Management
New Jersey
$2.89M +$491K +3,482 +20%
AF
417
Advisornet Financial
Minnesota
$2.87M +$278K +1,971 +11%
SSB
418
Sandy Spring Bank
Maryland
$2.87M -$14.5K -103 -0.5%
C
419
Certuity
Florida
$2.85M -$28.5K -202 -1%
BWM
420
BigSur Wealth Management
Florida
$2.84M – – –
AGA
421
Accuvest Global Advisors
Utah
$2.83M -$1.55M -10,969 -35%
HWIS
422
Hancock Whitney Investment Services
Louisiana
$2.82M +$2.82M +20,024 New
USCWA
423
U.S. Capital Wealth Advisors
Texas
$2.82M -$441K -3,127 -14%
BCWM
424
Bartlett & Co Wealth Management
Ohio
$2.81M -$19.6K -139 -0.7%
BC
425
Bartlett & Co
Ohio
$2.81M -$19.6K -139 -0.7%
15 16
17
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