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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 %
CAG
601
Crestwood Advisors Group
Massachusetts
$2.29M +$51.4K +348 +2%
RFO
602
RiverGlades Family Offices
Florida
$2.29M -$33.1K -231 -1%
Fisher Asset Management
603
Fisher Asset Management
Washington
$2.29M -$118K -796 -5%
WB
604
WesBanco Bank
West Virginia
$2.28M +$1.24M +8,406 +119%
HFS
605
Horizon Financial Services
North Carolina
$2.28M +$999K +6,761 +78%
MOS
606
MGO One Seven
Ohio
$2.25M +$120K +812 +6%
HWM
607
HB Wealth Management
Georgia
$2.24M -$101K -686 -4%
SCA
608
Snowden Capital Advisors
New York
$2.23M +$231K +1,564 +12%
FB
609
First Bancorp
Maine
$2.22M – – –
JF
610
JSF Financial
California
$2.22M -$430K -2,912 -16%
PPP
611
Private Portfolio Partners
New Jersey
$2.22M +$136K +918 +6%
MAM
612
MMA Asset Management
Pennsylvania
$2.22M -$26.1K -184 -1%
IOOF
613
Independent Order of Foresters
Ontario, Canada
$2.22M -$202K -1,367 -8%
Macquarie Group
614
Macquarie Group
Australia
$2.22M -$196K -1,330 -8%
CFO
615
Colony Family Offices
North Carolina
$2.21M – – –
VDI
616
Vaughan David Investments
Illinois
$2.21M -$470K -3,185 -18%
MIC
617
Meridian Investment Counsel
California
$2.2M -$32.1K -217 -1%
SHGA
618
Sand Hill Global Advisors
California
$2.19M +$7.53K +51 +0.3%
JHCP
619
Jackson Hole Capital Partners
Oklahoma
$2.19M -$12.7K -86 -0.6%
CA
620
Calton & Associates
Florida
$2.17M -$2.68M -18,119 -55%
1IA
621
1834 Investment Advisors
Wisconsin
$2.16M -$60.6K -410 -3%
GAG
622
Goodman Advisory Group
Massachusetts
$2.16M +$1.47M +9,968 +215%
SB
623
Strategic Blueprint
Georgia
$2.15M +$280K +1,892 +15%
LC
624
Lindbrook Capital
California
$2.14M -$37.7K -255 -2%
WANY
625
Wealthspire Advisors (New York)
New York
$2.13M -$30.6K -207 -1%
23 24
25
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