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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,268 hedge funds and large institutions have $233B invested in Health Care Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 541 increasing their positions, 368 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+70
Holders Change %
+5.84%
% of All Funds
22.27%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.6%
New
139
Increased
541
Reduced
368
Closed
54
Calls
$2.29B
Puts
$1.95B
Net Calls
+$335M
Net Calls Change
+$48.9M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$665M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$487M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$179M
4
PF
Phoenix Financial
Israel
+$168M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$165M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$184B
2
Bank of America
Bank of America
North Carolina
-$276M
3
Citigroup
Citigroup
New York
-$271M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$174M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISB
601
Iowa State Bank
Iowa
$1.08M -$33.7K -265 -3%
B
602
Bailard
California
$1.08M +$110K +862 +11%
BJL
603
Brighton Jones LLC
Washington
$1.06M -$636 -5 -0.1%
LC
604
LCNB Corp
Ohio
$1.06M – – –
GTAM
605
Global Trust Asset Management
Florida
$1.06M +$486K +3,813 +85%
EDRH
606
Edmond de Rothschild Holding
Switzerland
$1.06M +$16.5K +130 +2%
JCM
607
Jag Capital Management
Missouri
$1.05M -$572K -4,491 -35%
BA
608
Bristlecone Advisors
Washington
$1.05M -$5.85K -46 -0.6%
LA
609
Legacy Advisors
Pennsylvania
$1.04M +$3.56K +28 +0.3%
MIG
610
McGuire Investment Group
Rhode Island
$1.04M +$30.7K +241 +3%
BCP
611
Berkeley Capital Partners
Georgia
$1.04M -$10.3K -81 -1%
BAAM
612
Baker Avenue Asset Management
California
$1.04M +$29.3K +230 +3%
CRCM
613
Corbett Road Capital Management
Virginia
$1.04M +$347K +2,727 +50%
PAG
614
Private Advisory Group
Washington
$1.03M +$1.03M +8,067 New
CGH
615
CMG Global Holdings
Texas
$1.03M +$62.3K +489 +6%
LWAC
616
Laurel Wealth Advisors (California)
California
$1.02M -$131K -1,029 -11%
HCMT
617
Highland Capital Management (Tennessee)
Tennessee
$1.01M +$367K +2,882 +57%
3LCM
618
3D/L Capital Management
Connecticut
$1.01M -$7K -55 -0.7%
MWM
619
Minot Wealth Management
Massachusetts
$1.01M +$31.8K +250 +3%
Kovitz Investment Group Partners
620
Kovitz Investment Group Partners
Illinois
$1M +$119K +932 +13%
WIA
621
World Investment Advisors
California
$998K +$3.06K +24 +0.3%
SIC
622
Salem Investment Counselors
North Carolina
$995K +$50.9K +400 +5%
CTB
623
Country Trust Bank
Illinois
$993K -$11.8K -93 -1%
WFA
624
West Financial Advisors
Iowa
$992K +$992K +7,796 New
RDWM
625
Red Door Wealth Management
Tennessee
$991K +$34.6K +272 +4%
23 24
25
26 27