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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 %
TW
451
TritonPoint Wealth
Maryland
$3.6M +$1.31M +15,534 +57%
CIAS
452
Capital Investment Advisory Services
North Carolina
$3.59M -$268K -1,816 -7%
BRG
453
Bay Rivers Group
Virginia
$3.58M -$21.9K -148 -0.6%
Parallax Volatility Advisers
454
Parallax Volatility Advisers
California
$3.58M +$3.58M +24,221 +2,422,100%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$3.58M +$876K +5,931 +32%
C
456
Certuity
Florida
$3.57M +$67.4K +456 +2%
WT
457
Washington Trust
Rhode Island
$3.57M -$135K -911 -4%
FFBTD
458
First Financial Bank - Trust Division
Ohio
$3.57M +$119K +806 +3%
CWA
459
Consilio Wealth Advisors
Washington
$3.52M -$17.6K -119 -0.5%
HG
460
Herbst Group
Connecticut
$3.51M +$30K +203 +0.9%
RIA
461
Realta Investment Advisors
Delaware
$3.51M +$1.49M +10,103 +74%
CH
462
Canton Hathaway
Rhode Island
$3.5M +$43.4K +294 +1%
JGIA
463
Jackson Grant Investment Advisers
Connecticut
$3.5M -$127K -861 -4%
TA
464
TruWealth Advisors
Louisiana
$3.5M +$50.7K +343 +1%
AAS
465
Ameritas Advisory Services
Nebraska
$3.5M +$480K +3,358 +16%
SIA
466
Soltis Investment Advisors
Utah
$3.49M +$734K +4,967 +27%
LHC
467
Lodge Hill Capital
New York
$3.47M +$3.47M +23,500 New
CWM
468
Circle Wealth Management
New Jersey
$3.47M -$30.6K -207 -0.9%
EWM
469
EPG Wealth Management
Georgia
$3.46M +$2.66K +18 +0.1%
MCC
470
Money Concepts Capital
Florida
$3.46M +$1.53M +10,375 +79%
MAM
471
Meeder Asset Management
Ohio
$3.46M +$305K +2,066 +10%
ACI
472
Alpha Cubed Investments
California
$3.46M -$1.21M -8,166 -26%
DAS
473
Dynamic Advisor Solutions
Arizona
$3.45M -$369K -2,498 -10%
M&T Bank
474
M&T Bank
New York
$3.45M -$63.8K -432 -2%
CGFA
475
Colton Groome Financial Advisors
North Carolina
$3.43M +$188K +1,275 +6%
17 18
19
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