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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,198 hedge funds and large institutions have $206B invested in Health Care Select Sector SPDR Fund in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 499 increasing their positions, 379 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+20
Holders Change %
+1.7%
% of All Funds
20.91%
Holding in Top 10
76
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+31.03%
% of All Funds
1.33%
New
111
Increased
499
Reduced
379
Closed
76
Calls
$2B
Puts
$1.71B
Net Calls
+$286M
Net Calls Change
+$688M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$331M
2
Morgan Stanley
Morgan Stanley
New York
+$168M
3
APF
Alaska Permanent Fund
Alaska
+$133M
4
SR
Swiss Re
Switzerland
+$102M
5
PF
Phoenix Financial
Israel
+$102M

Top Sellers

1
N
Natixis
France
-$245M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$147M
3
Goldman Sachs
Goldman Sachs
New York
-$143M
4
RCM
Rokos Capital Management
United Kingdom
-$142M
5
WA
WestEnd Advisors
North Carolina
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
676
Good Life Advisors
Pennsylvania
$659K +$659K +5,234 New
PWS
677
Private Wealth Strategies
Ohio
$656K +$2.27K +18 +0.3%
CWC
678
Carolinas Wealth Consulting
North Carolina
$655K +$60.5K +480 +10%
TWM
679
Tradition Wealth Management
Minnesota
$653K -$7.68K -61 -1%
NWA
680
Navis Wealth Advisors
New York
$652K +$2.52K +20 +0.4%
IA
681
IndexIQ Advisors
New York
$651K -$5.19M -41,245 -89%
FPS
682
Fieldpoint Private Securities
Connecticut
$650K -$26.6K -200 -4%
BTWM
683
Baker Tilly Wealth Management
Wisconsin
$650K +$756 +6 +0.1%
RIA
684
Regal Investment Advisors
Michigan
$650K +$650K +5,163 New
HWA
685
Heritage Wealth Advisors
Virginia
$645K – – –
RIG
686
Roosevelt Investment Group
New York
$644K – – –
GIM
687
Goelzer Investment Management
Indiana
$640K -$9.69K -77 -1%
HCMT
688
Highland Capital Management (Tennessee)
Tennessee
$639K +$41K +325 +7%
Wealth Enhancement Advisory Services
689
Wealth Enhancement Advisory Services
Minnesota
$635K -$86.3K -673 -12%
GI
690
GAMCO Investors
Connecticut
$630K – – –
LJAC
691
L.J. Altfest & Co
New York
$630K +$39.2K +311 +7%
WA
692
Winfield Associates
Ohio
$628K – – –
Neuberger Berman Group
693
Neuberger Berman Group
New York
$625K -$1.13K -9 -0.2%
PG
694
Patten Group
Tennessee
$624K +$34.4K +273 +6%
PWM
695
PRW Wealth Management
Massachusetts
$624K +$351K +2,784 +128%
DCM
696
Donaldson Capital Management
Indiana
$621K +$31.6K +251 +5%
LSPW
697
Lake Street Private Wealth
Illinois
$618K -$33K -260 -5%
NW
698
NewEdge Wealth
Pennsylvania
$617K +$32.7K +260 +6%
GW
699
GW & Wade
Massachusetts
$617K +$50.9K +404 +9%
BFO
700
Biltmore Family Office
North Carolina
$615K -$61.7K -490 -9%
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