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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 %
TB
501
Treynor Bancshares
Iowa
$2.03M +$2.03M +14,389 New
FEM
502
Fulcrum Equity Management
Texas
$2.01M -$61.8K -439 -3%
F
503
F3Logic
Minnesota
$2.01M +$22.1K +157 +1%
MNBTD
504
Moody National Bank Trust Division
Texas
$2.01M – – –
KWM
505
Kingsview Wealth Management
Oregon
$1.98M +$1.32M +9,369 +200%
BCFS
506
Butensky & Cohen Financial Security
Florida
$1.98M +$107K +757 +6%
ACM
507
Allred Capital Management
Texas
$1.98M +$6.48K +46 +0.3%
MPPLM
508
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.97M -$2.37M -16,798 -55%
SAM
509
Smithbridge Asset Management
Pennsylvania
$1.97M -$2.68K -19 -0.1%
HWA
510
Hillcrest Wealth Advisors
New Jersey
$1.95M +$155K +1,100 +9%
AWM
511
Apollon Wealth Management
South Carolina
$1.95M +$1.64M +11,627 +526%
RHP
512
Royal Harbor Partners
Texas
$1.94M -$1.67M -11,872 -46%
SW
513
SteelPeak Wealth
California
$1.93M +$308K +2,188 +19%
NCA
514
New Century Advisors
Maryland
$1.92M +$1.92M +13,650 New
PT
515
Plimoth Trust
Massachusetts
$1.9M -$227K -1,609 -11%
NL
516
NWAM LLC
Washington
$1.89M +$1.38M +9,781 +269%
FIBT
517
First International Bank & Trust
North Dakota
$1.89M +$1.89M +13,407 New
LCM
518
LVM Capital Management
Michigan
$1.89M +$116K +823 +7%
TI
519
tru Independence
Oregon
$1.88M +$20.9K +148 +1%
FWCM
520
Ferguson Wellman Capital Management
Oregon
$1.86M +$217K +1,543 +13%
PWSG
521
Pacific Wealth Strategies Group
California
$1.83M -$22.3K -158 -1%
HGERS
522
Householder Group Estate & Retirement Specialist
Arizona
$1.82M +$1.82M +12,909 New
AAS
523
Ameritas Advisory Services
Nebraska
$1.82M +$1.82M +12,907 New
SIC
524
Salem Investment Counselors
North Carolina
$1.82M +$715K +5,073 +65%
BFA
525
Beaumont Financial Advisors
Massachusetts
$1.82M -$164K -1,165 -8%
19 20
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