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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,436 hedge funds and large institutions have $27.6B invested in Health Care Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 551 increasing their positions, 405 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+168
Holders Change %
+13.25%
% of All Funds
22.18%
Holding in Top 10
93
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.2%
% of All Funds
1.44%
New
253
Increased
551
Reduced
405
Closed
66
Calls
$2.63B
Puts
$2.2B
Net Calls
+$432M
Net Calls Change
+$97.4M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.56B
2
Morgan Stanley
Morgan Stanley
New York
$1.66B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$496M
4
Bank of America
Bank of America
North Carolina
$5.49B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.44B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$449M
2
Citigroup
Citigroup
New York
$305M
3
UBS Group
UBS Group
Switzerland
$426M
4
Goldman Sachs
Goldman Sachs
New York
$939M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
WP Advisors
California
$2.22M +$8.31K +59 +0.4%
FFG
477
Fortem Financial Group
California
$2.22M +$915K +6,492 +70%
SFS
478
Solitude Financial Services
Virginia
$2.21M -$1.27M -9,029 -37%
AFO
479
Allie Family Office
Florida
$2.19M +$2.19M +15,551 New
MIC
480
Meridian Investment Counsel
California
$2.19M -$3.52K -25 -0.2%
NFC
481
Northeast Financial Consultants
Connecticut
$2.18M -$11.3K -80 -0.5%
TCM
482
Triumph Capital Management
Colorado
$2.18M -$1.17M -8,323 -35%
CPA
483
Clear Perspective Advisors
Illinois
$2.18M +$1.86M +13,219 +596%
SHGA
484
Sand Hill Global Advisors
California
$2.16M – – –
SFA
485
Sequoia Financial Advisors
Ohio
$2.16M +$1.75M +12,440 +431%
SFM
486
Signet Financial Management
New Jersey
$2.14M +$874K +6,201 +69%
DADC
487
D.A. Davidson & Co
Montana
$2.14M +$15.2K +108 +0.7%
FCMA
488
Foresight Capital Management Advisors
Michigan
$2.14M +$2.14M +15,162 New
WAS
489
WESPAC Advisors SoCal
California
$2.13M +$1.42M +10,770 +198%
NCM
490
Nelson Capital Management
California
$2.12M +$21.1K +150 +1%
SIM
491
Seaview Investment Managers
Florida
$2.11M +$579K +4,106 +38%
TFA
492
Teamwork Financial Advisors
Texas
$2.11M +$2.11M +14,971 New
LIA
493
LBMC Investment Advisors
Tennessee
$2.11M -$492K -3,495 -19%
MIM
494
MTM Investment Management
South Carolina
$2.1M – – –
GP
495
Girard Partners
Pennsylvania
$2.1M +$1.61M +11,431 +331%
CCMD
496
Cypress Capital Management (Delaware)
Delaware
$2.08M -$21.1K -150 -1%
CW
497
CreativeOne Wealth
Kansas
$2.07M +$121K +861 +6%
PCMU
498
Paragon Capital Management (Utah)
Utah
$2.05M +$2.05M +14,558 New
FPW
499
Flagship Private Wealth
Massachusetts
$2.05M +$129K +918 +7%
WI
500
WBI Investments
New Jersey
$2.03M -$186K -1,343 -8%
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