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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,268 hedge funds and large institutions have $233B invested in Health Care Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 541 increasing their positions, 368 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+70
Holders Change %
+5.84%
% of All Funds
22.27%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.6%
New
139
Increased
541
Reduced
368
Closed
54
Calls
$2.29B
Puts
$1.95B
Net Calls
+$335M
Net Calls Change
+$48.9M

Top Buyers

1
Barclays
Barclays
United Kingdom
$822M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.96B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$639M
4
PF
Phoenix Financial
Israel
$284M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
$166M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$209B
2
Bank of America
Bank of America
North Carolina
$4.71B
3
Citigroup
Citigroup
New York
$448M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
501
Fernwood Investment Management
Massachusetts
$1.6M -$10.8K -85 -0.7%
KAH
502
Kathryn A. Hall
$1.59M – – –
BA
503
Birinyi Associates
Connecticut
$1.59M – – –
CCFM
504
Clear Creek Financial Management
Washington
$1.57M +$105K +822 +7%
YIH
505
Y-Intercept (HK)
Hong Kong
$1.54M +$1.54M +12,096 New
MOS
506
MGO One Seven
Ohio
$1.53M +$165K +1,236 +12%
AIC
507
Ameritas Investment Company
Nebraska
$1.53M +$446K +3,499 +41%
SCM
508
SOL Capital Management
Maryland
$1.52M -$2.55K -20 -0.2%
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$1.51M -$1.3M -10,189 -46%
CWA
510
Clarus Wealth Advisors
Arizona
$1.49M +$464K +3,680 +45%
FWCM
511
Ferguson Wellman Capital Management
Oregon
$1.49M +$47.7K +375 +3%
BPA
512
Beacon Pointe Advisors
California
$1.49M +$643K +5,053 +76%
VWA
513
V Wealth Advisors
Kansas
$1.48M +$1.23M +9,637 +480%
RBFC
514
Roman Butler Fullerton & Co
Missouri
$1.47M +$8.39K +66 +0.6%
JCM
515
Jacobi Capital Management
Pennsylvania
$1.47M +$64.3K +505 +5%
AWM
516
Avitas Wealth Management
California
$1.47M -$14.4K -113 -1%
AFS
517
Access Financial Services
Minnesota
$1.47M +$889K +6,980 +153%
CBT
518
Central Bank & Trust
Kentucky
$1.47M -$610K -4,796 -29%
WCM
519
WealthBridge Capital Management
Ohio
$1.47M – – –
DI
520
Diligent Investors
California
$1.47M – – –
APW
521
Acima Private Wealth
Virginia
$1.47M – – –
SW
522
SteelPeak Wealth
California
$1.47M +$59.1K +464 +4%
BCM
523
Brookstone Capital Management
Illinois
$1.46M -$926K -7,377 -39%
GCA
524
Greenwood Capital Associates
South Carolina
$1.46M +$388K +3,051 +36%
SFA
525
Source Financial Advisors
New York
$1.44M -$18.5K -145 -1%
19 20
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