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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 %
SWA
476
SFMG Wealth Advisors
Texas
$3.42M – – –
AF
477
Advisornet Financial
Minnesota
$3.41M +$111K +748 +3%
LWM
478
Lyell Wealth Management
California
$3.41M +$191K +1,290 +6%
NEPWA
479
New England Private Wealth Advisors
Massachusetts
$3.39M +$169K +1,153 +5%
AA
480
AlphaQ Advisors
Florida
$3.39M -$34.9K -236 -1%
DWA
481
Delos Wealth Advisors
Texas
$3.38M -$373K -2,522 -10%
LNC
482
Lincoln National Corp
Pennsylvania
$3.38M +$394K +2,670 +13%
LWM
483
Laidlaw Wealth Management
New York
$3.35M -$57.6K -390 -2%
BPWM
484
Badgley Phelps Wealth Managers
Washington
$3.35M -$343K -2,323 -9%
JIR
485
James Investment Research
Ohio
$3.34M -$85.4K -578 -2%
CAC
486
Certified Advisory Corp
Florida
$3.31M +$31.3K +212 +1%
MCM
487
MontVue Capital Management
Virginia
$3.3M -$35.2K -238 -1%
MSAM
488
Moloney Securities Asset Management
Missouri
$3.29M +$173K +1,173 +6%
Principal Financial Group
489
Principal Financial Group
Iowa
$3.28M – – –
DADC
490
D.A. Davidson & Co
Montana
$3.27M -$2.89M -19,552 -47%
CCFM
491
Clear Creek Financial Management
Washington
$3.27M +$122K +826 +4%
EFS
492
Econ Financial Services
Pennsylvania
$3.24M +$2.5M +16,918 +338%
JWA
493
JFS Wealth Advisors
Pennsylvania
$3.23M +$126K +852 +4%
NECFA
494
New England Capital Financial Advisors
Connecticut
$3.22M +$185K +1,251 +6%
MIC
495
Means Investment Company
Maine
$3.21M +$1.16M +7,877 +57%
NL
496
NWAM LLC
Washington
$3.2M +$478K +3,350 +18%
PS
497
Principal Securities
Iowa
$3.18M +$364K +2,461 +13%
ANTB
498
AMG National Trust Bank
Colorado
$3.18M +$66.5K +450 +2%
BOM
499
Bank of Marin
California
$3.17M -$45.2K -306 -1%
WA
500
WESPAC Advisors
California
$3.17M -$324K -2,196 -9%
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