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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
+$216M
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
+$129M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$108M
5
Ameriprise
Ameriprise
Minnesota
+$93.7M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$676M
2
Bank of America
Bank of America
North Carolina
-$481M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$454M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$203M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
501
Nelson Capital Management
California
$2.92M +$21.3K +146 +0.7%
NFG
502
Nations Financial Group
Iowa
$2.92M +$437 +3 +0%
CFO
503
Capitol Family Office
Oregon
$2.92M -$34.4K -236 -1%
HWM
504
HB Wealth Management
Georgia
$2.91M +$704K +4,827 +32%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$2.89M +$29.9K +205 +1%
DW
506
Dodds Wealth
Colorado
$2.86M -$112K -775 -4%
RIA
507
Regal Investment Advisors
Michigan
$2.86M -$174K -1,194 -6%
IA
508
IFP Advisors
Florida
$2.85M +$329K +2,255 +13%
IFA
509
Interactive Financial Advisors
Illinois
$2.85M -$4.81K -33 -0.2%
CA
510
Cresta Advisors
Texas
$2.84M +$94.7K +650 +3%
CWM
511
Circle Wealth Management
New Jersey
$2.84M -$583K -4,003 -17%
GIM
512
Grassi Investment Management
California
$2.84M -$27.7K -190 -1%
BCM
513
Boltwood Capital Management
California
$2.82M -$156K -1,071 -5%
ZIG
514
Zullo Investment Group
Pennsylvania
$2.8M +$47.8K +328 +2%
NWWA
515
New Wave Wealth Advisors
Arkansas
$2.79M +$2.79M +19,169 New
JIC
516
Johnson Investment Counsel
Ohio
$2.76M +$17.2K +118 +0.6%
Fidelity International
517
Fidelity International
Bermuda
$2.76M -$8.56M -58,709 -76%
SWA
518
SFMG Wealth Advisors
Texas
$2.75M -$628K -4,309 -19%
KIA
519
Knollwood Investment Advisory
Maryland
$2.74M – – –
SFPG
520
Stonebridge Financial Planning Group
Florida
$2.73M +$48K +329 +2%
BDWCC
521
B&D White Capital Company
Texas
$2.73M -$1.84M -12,606 -40%
SSB
522
Sandy Spring Bank
Maryland
$2.72M -$21.4K -147 -0.8%
MIC
523
Meridian Investment Counsel
California
$2.72M +$544K +3,735 +25%
SFA
524
Sequoia Financial Advisors
Ohio
$2.71M -$245K -1,682 -8%
ECA
525
Elevated Capital Advisors
Utah
$2.67M +$121K +831 +5%
19 20
21
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