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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 %
NEPWA
451
New England Private Wealth Advisors
Massachusetts
$3.55M +$186K +1,274 +6%
OFA
452
Oak Family Advisors
Illinois
$3.55M +$3.55M +24,368 New
LFA
453
Laraway Financial Advisors
Minnesota
$3.53M -$25.1K -172 -0.7%
CWA
454
Consilio Wealth Advisors
Washington
$3.51M +$39.8K +273 +1%
Balyasny Asset Management
455
Balyasny Asset Management
Illinois
$3.51M +$3.51M +24,071 New
CIAS
456
Capital Investment Advisory Services
North Carolina
$3.49M -$47.2K -324 -1%
CH
457
Canton Hathaway
Rhode Island
$3.48M +$22K +151 +0.6%
JGIA
458
Jackson Grant Investment Advisers
Connecticut
$3.45M -$5.1K -35 -0.1%
AF
459
Advisornet Financial
Minnesota
$3.44M +$72.3K +496 +2%
EWM
460
EPG Wealth Management
Georgia
$3.41M -$3.46M -23,444 Closed
LHWM
461
Lake Hills Wealth Management
Texas
$3.41M +$390K +2,679 +13%
TIAA Trust, National Association
462
TIAA Trust, National Association
North Carolina
$3.4M -$412K -2,827 -11%
TA
463
TruWealth Advisors
Louisiana
$3.4M -$54.9K -377 -2%
PS
464
Principal Securities
Iowa
$3.38M +$245K +1,681 +8%
CA
465
CoreCap Advisors
Michigan
$3.35M -$3.08M -21,115 -48%
LWM
466
Laidlaw Wealth Management
New York
$3.34M +$33.2K +228 +1%
WAP
467
Wealthcare Advisory Partners
Pennsylvania
$3.34M -$186K -1,273 -5%
BPAMU
468
BTG Pactual Asset Management US
New York
$3.32M +$3.32M +22,807 New
M&T Bank
469
M&T Bank
New York
$3.3M -$99.3K -681 -3%
HG
470
Herbst Group
Connecticut
$3.29M -$172K -1,180 -5%
JIR
471
James Investment Research
Ohio
$3.26M -$35K -240 -1%
WT
472
Washington Trust
Rhode Island
$3.25M -$272K -1,869 -8%
CAC
473
Certified Advisory Corp
Florida
$3.24M -$29.1K -200 -0.9%
MCM
474
MontVue Capital Management
Virginia
$3.23M -$25.8K -177 -0.8%
NECFA
475
New England Capital Financial Advisors
Connecticut
$3.23M +$51K +350 +2%
17 18
19
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