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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 %
VWA
576
Visionary Wealth Advisors
Illinois
$2.5M +$1.66M +11,253 +199%
NP
577
NorthRock Partners
Minnesota
$2.49M -$268K -1,815 -10%
GCP
578
GSA Capital Partners
United Kingdom
$2.49M -$2.52M -17,073 -50%
AWM
579
Avitas Wealth Management
California
$2.48M -$49K -332 -2%
AWM
580
Apollon Wealth Management
South Carolina
$2.47M -$889K -6,015 -26%
WI
581
Wintrust Investments
Illinois
$2.45M +$68.1K +461 +3%
Mackenzie Financial
582
Mackenzie Financial
Ontario, Canada
$2.44M +$1.56M +10,532 +176%
WT
583
Whittier Trust
California
$2.44M +$489K +3,310 +25%
FA
584
Fagan Associates
New York
$2.43M -$16K -108 -0.7%
BPGAM
585
BTG Pactual Global Asset Management
Bermuda
$2.43M +$2.43M +16,422 New
IFPG
586
Intrepid Financial Planning Group
Indiana
$2.42M +$1.48K +10 +0.1%
SF
587
Synovus Financial
Georgia
$2.42M -$717K -4,853 -23%
AFS
588
Access Financial Services
Minnesota
$2.41M +$91.4K +619 +4%
PG
589
Proffitt & Goodson
Tennessee
$2.41M -$166K -1,123 -6%
KCM
590
Kanawha Capital Management
Virginia
$2.41M -$19.1K -129 -0.8%
PI
591
PFG Investments
New York
$2.38M +$1.63M +11,007 +216%
H
592
HoyleCohen
California
$2.34M +$9.01K +61 +0.4%
BCFS
593
Butensky & Cohen Financial Security
Florida
$2.34M +$18K +122 +0.8%
CICI
594
Capital Investment Counsel Inc
North Carolina
$2.34M -$103K -700 -4%
EFP
595
Envision Financial Planning
Tennessee
$2.32M +$55.8K +378 +2%
TFA
596
Teamwork Financial Advisors
Texas
$2.32M -$6.8M -46,038 -75%
MA
597
MBA Advisors
Pennsylvania
$2.31M -$13K -88 -0.6%
MW
598
Marcum Wealth
Ohio
$2.31M +$39.4K +267 +2%
SJIM
599
St. Johns Investment Management
Florida
$2.3M -$667K -4,515 -22%
MIG
600
McGuire Investment Group
Rhode Island
$2.3M +$140K +946 +6%
22 23
24
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