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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 %
Fisher Asset Management
626
Fisher Asset Management
Washington
$1.92M -$335K -2,301 -15%
CGFA
627
Colton Groome Financial Advisors
North Carolina
$1.92M -$1.46M -10,047 -43%
UBS AM
628
UBS AM
Illinois
$1.91M +$1.91M +13,110 New
Brown Advisory
629
Brown Advisory
Maryland
$1.9M +$202K +1,388 +12%
FB
630
First Bancorp
Maine
$1.9M -$292K -2,000 -13%
HNB
631
Huntington National Bank
Ohio
$1.9M -$1.95M -13,208 Closed
CPM
632
Connective Portfolio Management
New York
$1.89M +$1.89M +13,000 New
IAS
633
Insigneo Advisory Services
Florida
$1.89M +$406K +2,768 +27%
BWM
634
Birchcreek Wealth Management
Ohio
$1.88M -$800K -5,486 -30%
GT
635
Glenview Trust
Kentucky
$1.87M -$19.4K -133 -1%
WCM
636
WealthBridge Capital Management
Ohio
$1.85M -$2.48K -17 -0.1%
MWAM
637
Manhattan West Asset Management
California
$1.85M +$617K +4,235 +50%
AA
638
AlphaQ Advisors
Florida
$1.85M -$1.49M -10,250 -45%
PWS
639
Private Wealth Strategies
Ohio
$1.82M +$887K +6,084 +95%
AF
640
Apollon Financial
South Carolina
$1.82M +$38.2K +262 +2%
ATS
641
Ashton Thomas Securities
New York
$1.82M +$1.82M +12,677 New
PMG
642
ProVise Management Group
Florida
$1.81M -$35K -240 -2%
SW
643
SMART Wealth
Nebraska
$1.8M +$126K +866 +8%
HFS
644
Horizon Financial Services
North Carolina
$1.8M -$445K -3,055 -20%
MA
645
MONECO Advisors
Connecticut
$1.8M +$949K +6,508 +112%
FIM
646
Fernwood Investment Management
Massachusetts
$1.8M -$291 -2 -0%
PIA
647
Perennial Investment Advisors
California
$1.76M +$418K +2,867 +31%
Northwestern Mutual Wealth Management
648
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$40.4K +277 +2%
MPW
649
MA Private Wealth
California
$1.75M -$15.4K -106 -0.9%
OIS
650
Okabena Investment Services
Minnesota
$1.75M – – –
24 25
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