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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
Two Sigma Investments
New York
$226M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$172M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$162M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$115M
5
Ameriprise
Ameriprise
Minnesota
$518M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Bank of America
Bank of America
North Carolina
$5.59B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.61B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$180M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$903M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
426
Ameritas Advisory Services
Nebraska
$3.86M +$293K +2,011 +8%
ACA
427
Atlas Capital Advisors
Wyoming
$3.85M -$941K -6,459 -20%
Wealthfront Advisers
428
Wealthfront Advisers
California
$3.81M -$296K -2,031 -7%
EL
429
Essex LLC
Illinois
$3.8M +$199K +1,365 +6%
FG
430
Fiduciary Group
Georgia
$3.8M +$205K +1,405 +6%
AA
431
Axiom Advisory
California
$3.78M +$3.78M +26,384 New
ABC
432
Associated Banc-Corp
Wisconsin
$3.77M -$86.7K -595 -2%
PA
433
Procyon Advisors
Connecticut
$3.76M +$1.03M +7,090 +38%
WANY
434
Wealthspire Advisors (New York)
New York
$3.74M +$1.63M +11,212 +78%
AWM
435
Axxcess Wealth Management
California
$3.73M +$1.88M +12,916 +102%
LWM
436
Lyell Wealth Management
California
$3.72M +$363K +2,490 +11%
SWA
437
Stratos Wealth Advisors
Ohio
$3.71M -$255K -1,747 -6%
ST
438
Sentinel Trust
Texas
$3.69M – – –
PFS
439
Prospera Financial Services
Texas
$3.68M -$404K -2,766 -10%
ECG
440
Edge Capital Group
Georgia
$3.68M – – –
UAS
441
United Asset Strategies
New York
$3.67M -$155K -1,063 -4%
BRG
442
Bay Rivers Group
Virginia
$3.65M +$120K +821 +3%
C
443
Certuity
Florida
$3.65M +$125K +861 +4%
NM
444
NWI Management
New York
$3.64M – – –
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.61M -$219K -1,506 -6%
LFAS
446
Level Four Advisory Services
Texas
$3.61M +$727K +4,988 +25%
NL
447
NVWM LLC
Pennsylvania
$3.61M +$873K +5,992 +32%
TB
448
Treynor Bancshares
Iowa
$3.6M -$477K -3,275 -12%
DAS
449
Dynamic Advisor Solutions
Arizona
$3.56M +$154K +1,059 +5%
FFBTD
450
First Financial Bank - Trust Division
Ohio
$3.56M +$38.6K +265 +1%
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