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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 %
MW
651
Marcum Wealth
Ohio
$1.74M -$535K -3,670 -23%
JSW
652
Journey Strategic Wealth
New Jersey
$1.74M -$253K -1,737 -13%
MAG
653
M3 Advisory Group
Massachusetts
$1.73M +$100K +686 +6%
RWB
654
RMR Wealth Builders
New Jersey
$1.72M -$25.1K -172 -1%
WAM
655
Worth Asset Management
Texas
$1.71M +$1.07M +7,337 +166%
TC
656
TownSquare Capital
Utah
$1.71M +$89.2K +612 +6%
GJIA
657
Glass Jacobson Investment Advisors
Maryland
$1.71M – – –
RWA
658
Roberts Wealth Advisors
California
$1.7M -$76.4K -527 -4%
OSAM
659
O'Shaughnessy Asset Management
Connecticut
$1.7M +$561K +3,852 +49%
PWM
660
Purus Wealth Management
California
$1.7M +$4.96K +34 +0.3%
EMAM
661
Encompass More Asset Management
California
$1.7M +$141K +965 +9%
OIA
662
OneDigital Investment Advisors
Kansas
$1.7M +$296K +2,028 +21%
PWM
663
Peterson Wealth Management
Nevada
$1.69M +$766K +5,255 +83%
VFG
664
V2 Financial group
Illinois
$1.69M +$300 +2 +0%
WPW
665
Waldron Private Wealth
Pennsylvania
$1.67M – – –
SPC
666
Spirepoint Private Client
Florida
$1.67M +$49.6K +340 +3%
CWM
667
Chemistry Wealth Management
New York
$1.65M +$185K +1,271 +13%
PCMU
668
Paragon Capital Management (Utah)
Utah
$1.64M -$23.3K -160 -1%
FFWM
669
Future Financial Wealth Management
Ohio
$1.64M -$8.89K -61 -0.5%
AWM
670
AE Wealth Management
Kansas
$1.64M +$171K +1,176 +12%
AWG
671
Altus Wealth Group
Colorado
$1.63M -$297K -2,041 -15%
GPFA
672
Game Plan Financial Advisors
Ohio
$1.62M +$127K +873 +9%
DI
673
Diligent Investors
California
$1.62M +$146 +1 +0%
ARG
674
Advisory Resource Group
Oklahoma
$1.6M +$134K +919 +9%
AWM
675
Avior Wealth Management
Nebraska
$1.55M -$175K -1,204 -10%
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