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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 %
SLWA
651
San Luis Wealth Advisors
California
$908K +$908K +7,130 New
CWM
652
Cornerstone Wealth Management
Missouri
$897K -$9.93K -78 -1%
BCA
653
Biltmore Capital Advisors
New Jersey
$892K -$29K -228 -3%
EHC
654
Everett Harris & Co
California
$892K – – –
Wealth Enhancement Advisory Services
655
Wealth Enhancement Advisory Services
Minnesota
$892K +$236K +1,781 +36%
SVWAG
656
Sound View Wealth Advisors Group
Georgia
$891K +$121K +953 +16%
GC
657
Grace Capital
Massachusetts
$883K – – –
CAM
658
Cresset Asset Management
Illinois
$882K +$131K +1,027 +17%
MCCP
659
Mission Creek Capital Partners
California
$876K – – –
HFA
660
High Falls Advisors
New York
$874K +$874K +6,862 New
FC
661
Ferris Capital
Massachusetts
$865K +$865K +6,500 New
ISL
662
Ingalls & Snyder LLC
New York
$864K +$5.73K +45 +0.7%
PFP
663
Pinnacle Financial Partners
Tennessee
$861K -$21.9K -172 -2%
MIM
664
Marco Investment Management
Georgia
$853K -$9.68K -76 -1%
SCA
665
Sage Capital Advisors
South Dakota
$842K – – –
VWM
666
Valley Wealth Managers
New Jersey
$841K -$7.13K -56 -0.8%
CCM
667
Condor Capital Management
New Jersey
$840K -$12K -94 -1%
PWS
668
Private Wealth Strategies
Ohio
$838K +$175K +1,374 +26%
VA
669
Valmark Advisers
Ohio
$837K +$162K +1,274 +24%
KIG
670
Kessler Investment Group
Indiana
$836K +$836K +6,567 New
SS
671
Simplicity Solutions
Minnesota
$834K +$834K +6,552 New
HIA
672
Harbor Investment Advisory
Maryland
$833K +$82.1K +645 +11%
CFSG
673
Community Financial Services Group
Vermont
$831K -$72.2K -567 -8%
AWM
674
Altium Wealth Management
New York
$827K -$7.26K -57 -0.9%
RCAG
675
Rehmann Capital Advisory Group
Michigan
$813K -$105K -827 -11%
25 26
27
28 29