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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,457 hedge funds and large institutions have $27.8B invested in Health Care Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 626 increasing their positions, 461 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
+25
Holders Change %
+1.75%
% of All Funds
24.64%
Holding in Top 10
124
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+18.1%
% of All Funds
2.1%
New
143
Increased
626
Reduced
461
Closed
100
Calls
$1.22B
Puts
$1.65B
Net Calls
-$432M
Net Calls Change
+$288M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.5B
2
Bessemer Group
Bessemer Group
New Jersey
$721M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43B
4
WA
WestEnd Advisors
North Carolina
$390M
5
Wells Fargo
Wells Fargo
California
$956M

Top Sellers

1
Barclays
Barclays
United Kingdom
$12.2M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$183M
3
TC
Tairen Capital
Hong Kong
$0
4
AWA
Aaron Wealth Advisors
Illinois
$1.28M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
451
Magnolia Capital Management
New York
$2.67M – – –
KPW
452
Kore Private Wealth
New York
$2.64M -$469K -3,655 -15%
PWP
453
Principle Wealth Partners
Connecticut
$2.63M +$19.2K +150 +0.7%
MSAM
454
Moloney Securities Asset Management
Missouri
$2.63M -$203K -1,582 -7%
TRCT
455
Tower Research Capital (TRC)
New York
$2.63M +$767K +5,979 +41%
BOM
456
Bank of Marin
California
$2.62M -$38.5K -300 -1%
BDWCC
457
B&D White Capital Company
Texas
$2.6M +$2.6M +20,299 New
SIC
458
Salem Investment Counselors
North Carolina
$2.59M -$328K -2,561 -11%
BCWM
459
Bartlett & Co Wealth Management
Ohio
$2.59M – – –
BC
460
Bartlett & Co
Ohio
$2.59M – – –
GIM
461
Grassi Investment Management
California
$2.58M -$109K -850 -4%
1IA
462
1834 Investment Advisors
Wisconsin
$2.58M -$203K -1,585 -7%
C
463
Certuity
Florida
$2.57M -$31.5K -246 -1%
BC
464
Brookfield Corp
Ontario, Canada
$2.57M +$2.57M +20,000 New
LOIM
465
Liberty One Investment Management
Illinois
$2.55M +$108K +854 +4%
TFA
466
Teamwork Financial Advisors
Texas
$2.53M +$2.53M +19,700 New
MW
467
MBL Wealth
North Carolina
$2.52M +$582K +4,540 +30%
SSB
468
Sandy Spring Bank
Maryland
$2.51M -$39.9K -311 -2%
BCM
469
Boltwood Capital Management
California
$2.5M -$1.03K -8 -0%
LWAC
470
Laurel Wealth Advisors (California)
California
$2.5M +$93.6K +730 +4%
WI
471
Wintrust Investments
Illinois
$2.5M +$79.6K +621 +3%
OAM
472
Occidental Asset Management
California
$2.49M +$2.12M +16,572 +590%
CWM
473
Chesapeake Wealth Management
Virginia
$2.48M +$233K +1,818 +10%
TFA
474
Transamerica Financial Advisors
Florida
$2.48M +$2.48M +19,315 New
HG
475
Herbst Group
Connecticut
$2.45M +$2.34K +18 +0.1%
17 18
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