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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 %
PWP
501
Principle Wealth Partners
Connecticut
$3.16M -$10.2K -69 -0.3%
MIM
502
MTM Investment Management
South Carolina
$3.13M +$18.5K +125 +0.6%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$3.12M -$237K -1,618 -7%
CWM
504
Chesapeake Wealth Management
Virginia
$3.11M +$35.8K +242 +1%
FNBOH
505
First National Bank of Hutchinson
Kansas
$3.1M – – –
RWPA
506
Richard W. Paul & Associates
Michigan
$3.09M -$1.25M -8,469 -29%
EDRH
507
Edmond de Rothschild Holding
Switzerland
$3.09M +$2.5M +16,893 +421%
PFT
508
Providence First Trust
Arizona
$3.08M – – –
MCM
509
Magnolia Capital Management
New York
$3.08M -$22.9K -155 -0.7%
RIA
510
Regal Investment Advisors
Michigan
$3.07M +$735K +4,976 +31%
MWM
511
Moulton Wealth Management
Washington
$3.07M +$3.07M +20,802 New
LHWM
512
Lake Hills Wealth Management
Texas
$3.06M -$260K -1,758 -8%
RW
513
Rockport Wealth
Ohio
$3.06M +$3.06M +20,809 New
DW
514
Dodds Wealth
Colorado
$3.03M +$256K +1,736 +9%
EP
515
Edgestream Partners
New Jersey
$3.03M +$298K +2,018 +11%
AF
516
Apexium Financial
Texas
$3.02M +$160K +1,082 +6%
BCM
517
Boltwood Capital Management
California
$3.01M -$75K -508 -2%
SIC
518
Salem Investment Counselors
North Carolina
$3.01M -$591 -4 -0%
VCP
519
Verus Capital Partners
Arizona
$3.01M -$680K -4,602 -18%
SFA
520
Sequoia Financial Advisors
Ohio
$3M +$418K +2,832 +16%
CFO
521
Capitol Family Office
Oregon
$2.99M -$113K -765 -4%
SAM
522
Strategy Asset Managers
California
$2.98M +$135K +911 +5%
SIGI
523
Susquehanna International Group (Ireland)
Ireland
$2.98M +$2.98M +20,158 New
BFG
524
Berger Financial Group
Minnesota
$2.97M +$2.6M +17,570 +702%
NFG
525
Nations Financial Group
Iowa
$2.96M +$53.8K +364 +2%
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