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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 %
BAM
526
Belpointe Asset Management
Nevada
$2.95M +$78.2K +529 +3%
JPLA
527
Joseph P. Lucia & Associates
New York
$2.94M +$1.33M +9,036 +83%
TSS
528
Two Sigma Securities
New York
$2.94M -$1.85M -12,555 -39%
NCM
529
Nelson Capital Management
California
$2.94M -$296K -2,006 -9%
SPIS
530
Steward Partners Investment Solutions
Oregon
$2.92M -$129K -870 -4%
CA
531
Crumly & Associates
Illinois
$2.91M -$5.74M -38,864 -66%
BCWM
532
Bartlett & Co Wealth Management
Ohio
$2.9M -$254K -1,721 -8%
GIM
533
Grassi Investment Management
California
$2.9M +$14K +95 +0.5%
IFA
534
Interactive Financial Advisors
Illinois
$2.89M -$31.9M -215,617 -92%
WIM
535
Westside Investment Management
California
$2.84M +$196K +1,327 +7%
TW
536
Transform Wealth
Colorado
$2.82M +$351K +2,374 +14%
AWM
537
Activest Wealth Management
Florida
$2.8M -$513K -3,470 -15%
ZIG
538
Zullo Investment Group
Pennsylvania
$2.79M +$73.1K +495 +3%
JIC
539
Johnson Investment Counsel
Ohio
$2.78M -$26.9K -182 -1%
KIA
540
Knollwood Investment Advisory
Maryland
$2.78M – – –
CA
541
Cresta Advisors
Texas
$2.78M +$95.3K +645 +4%
SSB
542
Sandy Spring Bank
Maryland
$2.78M -$98.2K -665 -3%
NL
543
NVWM LLC
Pennsylvania
$2.77M -$54.5K -369 -2%
AWMS
544
Advocacy Wealth Management Services
Georgia
$2.76M -$11.2M -75,623 -80%
PA
545
Procyon Advisors
Connecticut
$2.76M -$186K -1,258 -6%
PFA
546
Pettinga Financial Advisors
Indiana
$2.75M -$1.66M -11,254 -38%
HGERS
547
Householder Group Estate & Retirement Specialist
Arizona
$2.74M +$77.3K +523 +3%
9WM
548
9258 Wealth Management
Ohio
$2.72M +$15.8K +107 +0.6%
SFPG
549
Stonebridge Financial Planning Group
Florida
$2.72M -$45.2K -306 -2%
BBVA
550
Banco Bilbao Vizcaya Argentaria
Spain
$2.72M -$478K -3,234 -15%
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