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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 %
MBT
551
Montecito Bank & Trust
California
$2.72M -$262K -1,775 -9%
BWM
552
Birchcreek Wealth Management
Ohio
$2.72M +$48K +325 +2%
LFAS
553
Level Four Advisory Services
Texas
$2.7M – – –
WQ
554
Wealth Quarterback
New Jersey
$2.69M -$188K -1,273 -7%
AT
555
Avalon Trust
New Mexico
$2.68M – – –
ANB
556
Amarillo National Bank
Texas
$2.67M – – –
DLHL
557
Donald L. Hagan LLC
Florida
$2.66M +$642K +4,344 +32%
WAM
558
Weatherly Asset Management
California
$2.65M -$14.8K -100 -0.6%
WCM
559
Windsor Capital Management
Arizona
$2.65M +$8.27K +56 +0.3%
SC
560
Sierra Capital
Florida
$2.65M +$1.56M +10,568 +144%
AF
561
Alerus Financial
North Dakota
$2.64M +$2.4M +16,256 +1,005%
Credit Agricole
562
Credit Agricole
France
$2.62M +$73.5K +531 +3%
CCM
563
Crew Capital Management
Ohio
$2.61M -$2.05M -13,889 -44%
ECA
564
Elevated Capital Advisors
Utah
$2.58M +$36.9K +250 +1%
IC
565
IEQ Capital
California
$2.56M -$5.34M -36,148 -68%
IA
566
IFP Advisors
Florida
$2.56M -$7.09K -48 -0.3%
EIP
567
Ellis Investment Partners
Pennsylvania
$2.54M -$105K -714 -4%
CW
568
CreativeOne Wealth
Kansas
$2.53M +$842K +5,701 +50%
ODIJL
569
One Day In July LLC
Vermont
$2.53M +$46.5K +315 +2%
CRI
570
Colonial River Investments
Virginia
$2.53M +$314K +2,125 +14%
LWM
571
Lionsbridge Wealth Management
Florida
$2.53M +$2.53M +17,095 New
FMTCOCP
572
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.52M +$148 +1 +0%
G
573
GenTrust
Florida
$2.51M +$2.51M +17,020 New
MWM
574
Marion Wealth Management
Pennsylvania
$2.51M -$14.3K -97 -0.6%
RWG
575
Ratio Wealth Group
Colorado
$2.5M -$14K -95 -0.6%
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