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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 %
JWA
476
JFS Wealth Advisors
Pennsylvania
$3.2M +$16.2K +111 +0.5%
BPWM
477
Badgley Phelps Wealth Managers
Washington
$3.17M -$134K -921 -4%
CL
478
Cabana LLC
Arkansas
$3.15M +$3.15M +21,607 New
YAVAPFMC
479
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.15M -$437K -3,000 -12%
SI
480
Symmetry Investments
Jersey
$3.13M +$3.13M +21,500 New
STA
481
Smith Thornton Advisors
Alabama
$3.12M +$3.12M +21,398 New
MIM
482
MTM Investment Management
South Carolina
$3.11M +$20.4K +140 +0.7%
CWM
483
Chesapeake Wealth Management
Virginia
$3.1M +$33.4K +229 +1%
CIBC Private Wealth Group
484
CIBC Private Wealth Group
Georgia
$3.1M +$23.1K +160 +0.8%
JPLA
485
Joseph P. Lucia & Associates
New York
$3.09M +$189K +1,296 +7%
BOM
486
Bank of Marin
California
$3.08M -$43.9K -301 -1%
PWP
487
Principle Wealth Partners
Connecticut
$3.06M -$60.2K -413 -2%
VDI
488
Vaughan David Investments
Illinois
$3.06M +$876K +6,012 +40%
MWM
489
Moulton Wealth Management
Washington
$3.05M +$20.9K +143 +0.7%
CCFM
490
Clear Creek Financial Management
Washington
$3.05M -$174K -1,197 -5%
RWPA
491
Richard W. Paul & Associates
Michigan
$3.05M -$5.1K -35 -0.2%
PFT
492
Providence First Trust
Arizona
$3.04M – – –
VCP
493
Verus Capital Partners
Arizona
$3.04M +$71.7K +492 +2%
FNBOH
494
First National Bank of Hutchinson
Kansas
$3.04M -$18.7K -128 -0.6%
MSAM
495
Moloney Securities Asset Management
Missouri
$3.03M -$210K -1,444 -6%
MCM
496
Magnolia Capital Management
New York
$3.01M -$29.1K -200 -1%
RIA
497
Realta Investment Advisors
Delaware
$3M -$458K -3,139 -13%
SIC
498
Salem Investment Counselors
North Carolina
$2.96M -$6.56K -45 -0.2%
WIM
499
Westside Investment Management
California
$2.95M +$153K +1,050 +5%
AF
500
Apexium Financial
Texas
$2.95M -$31.8K -218 -1%
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