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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
24.05%
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 %
MIG
576
McGuire Investment Group
Rhode Island
$2.29M +$23K +158 +1%
CAG
577
Crestwood Advisors Group
Massachusetts
$2.26M +$3.21K +22 +0.1%
WP
578
WealthPLAN Partners
Nebraska
$2.23M +$273K +1,871 +14%
RCAG
579
Rehmann Capital Advisory Group
Michigan
$2.23M +$257K +1,761 +13%
PWP
580
Perfromance Wealth Partners
Illinois
$2.23M -$7.73M -53,002 -78%
SCA
581
Snowden Capital Advisors
New York
$2.22M +$28.4K +195 +1%
MA
582
MBA Advisors
Pennsylvania
$2.22M -$61.9K -425 -3%
9WM
583
9258 Wealth Management
Ohio
$2.2M -$484K -3,322 -18%
MWM
584
Massachusetts Wealth Management
Massachusetts
$2.19M +$850K +5,835 +63%
H
585
HoyleCohen
California
$2.19M -$121K -830 -5%
IOOF
586
Independent Order of Foresters
Ontario, Canada
$2.19M – – –
WIA
587
World Investment Advisors
California
$2.19M +$994K +6,822 +83%
CFO
588
Colony Family Offices
North Carolina
$2.18M – – –
CWA
589
Clarus Wealth Advisors
Arizona
$2.18M +$41.3K +282 +2%
WA
590
WESPAC Advisors
California
$2.17M -$952K -6,529 -30%
AWM
591
Activest Wealth Management
Florida
$2.17M -$590K -4,046 -21%
SB
592
Strategic Blueprint
Georgia
$2.17M +$52.6K +361 +2%
SHGA
593
Sand Hill Global Advisors
California
$2.16M -$292 -2 -0%
AWM
594
Apollon Wealth Management
South Carolina
$2.16M -$275K -1,884 -11%
PPP
595
Private Portfolio Partners
New Jersey
$2.15M -$40.8K -280 -2%
IMC Chicago
596
IMC Chicago
Illinois
$2.14M -$1.46M -10,029 -41%
JHCP
597
Jackson Hole Capital Partners
Oklahoma
$2.13M -$26.8K -184 -1%
MOS
598
MGO One Seven
Ohio
$2.12M -$92.8K -637 -4%
AWMS
599
Advocacy Wealth Management Services
Georgia
$2.1M -$627K -4,299 -23%
IGWM
600
ICA Group Wealth Management
Colorado
$2.09M -$4.06M -27,882 -66%
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