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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,658 hedge funds and large institutions have $30.9B invested in Health Care Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 654 increasing their positions, 599 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+24
Holders Change %
+1.47%
% of All Funds
24.03%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.57%
New
152
Increased
654
Reduced
599
Closed
107
Calls
$1.57B
Puts
$2.02B
Net Calls
-$454M
Net Calls Change
+$165M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$203M
2
Citigroup
Citigroup
New York
+$161M
3
PF
Phoenix Financial
Israel
+$129M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$111M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$96.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.83B
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$1.03B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$234M
4
Bessemer Group
Bessemer Group
New Jersey
-$215M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
401
Cary Street Partners Investment Advisory
Virginia
$4.35M +$472K +3,198 +12%
Bank of New York Mellon
402
Bank of New York Mellon
New York
$4.35M -$596K -4,032 -12%
RA
403
Rockingstone Advisors
Massachusetts
$4.34M -$55.4K -375 -1%
IA
404
IFG Advisory
Georgia
$4.29M +$723K +4,896 +20%
CAG
405
Csenge Advisory Group
Florida
$4.26M +$1.11M +7,538 +35%
DS
406
DRW Securities
Illinois
$4.25M -$6.39M -43,230 -60%
FFP
407
Forbes Financial Planning
Rhode Island
$4.25M -$272K -1,838 -6%
BFA
408
Benedict Financial Advisors
Georgia
$4.22M -$35.9K -243 -0.8%
FTIS
409
First Trust Investment Solutions
Florida
$4.22M +$148K +1,001 +4%
SLWA
410
San Luis Wealth Advisors
California
$4.21M +$102K +692 +2%
CW
411
Cooksen Wealth
Texas
$4.2M +$343K +2,323 +9%
BCM
412
Beaumont Capital Management
Massachusetts
$4.19M -$608K -4,117 -13%
TF
413
Theory Financial
Colorado
$4.17M +$4.17M +28,208 New
Wealthfront Advisers
414
Wealthfront Advisers
California
$4.17M +$478K +3,237 +13%
GWM
415
GoalFusion Wealth Management
Texas
$4.14M +$7.24K +49 +0.2%
PFS
416
Prospera Financial Services
Texas
$4.14M +$340K +2,302 +9%
TB
417
Treynor Bancshares
Iowa
$4.13M -$73K -494 -2%
TFA
418
Transamerica Financial Advisors
Florida
$4.12M +$2.09M +14,126 +103%
FFL
419
Financial Freedom LLC
Ohio
$4.12M +$1.28M +8,661 +45%
DRS
420
Deane Retirement Strategies
Louisiana
$4.11M -$10.4M -70,422 -72%
FPW
421
Flagship Private Wealth
Massachusetts
$4.08M +$662K +4,483 +19%
MBTD
422
Mechanics Bank - Trust Department
California
$4.06M -$415K -2,808 -9%
VWM
423
Vivid Wealth Management
Iowa
$4.05M +$14K +95 +0.3%
WS
424
Wela Strategies
Georgia
$4.04M -$1.21M -8,171 -23%
FIA
425
FPC Investment Advisory
California
$4.04M +$4.04M +28,688 New
15 16
17
18 19