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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 %
TFF
701
The Family Firm
Maryland
$614K +$2.39K +19 +0.4%
SDAM
702
Shulman DeMeo Asset Management
New York
$612K -$68.6K -545 -10%
SIM
703
Sterling Investment Management
Arizona
$611K -$79K -627 -11%
JPLA
704
Joseph P. Lucia & Associates
New York
$608K – – –
ARG
705
Advisory Resource Group
Oklahoma
$607K -$46.8K -372 -7%
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$605K +$252K +2,003 +71%
WAS
707
WESPAC Advisors SoCal
California
$603K +$18.9K +150 +3%
KWM
708
Kingsview Wealth Management
Oregon
$599K +$165K +1,296 +38%
KLCM
709
KG&L Capital Management
Louisiana
$598K +$8.31K +66 +1%
GGS
710
Galvin Gaustad & Stein
Arizona
$597K +$5.42K +43 +0.9%
CWA
711
Centennial Wealth Advisory
Michigan
$594K +$211K +1,672 +55%
DWA
712
Delos Wealth Advisors
Texas
$592K +$592K +4,700 New
OPWM
713
Oxinas Partners Wealth Management
Indiana
$583K -$15.5K -123 -3%
NEPWA
714
New England Private Wealth Advisors
Massachusetts
$582K – – –
MLL
715
Moody Lynn & Lieberson
Massachusetts
$578K – – –
PAM
716
Private Asset Management
California
$577K +$15.1K +120 +3%
AFS
717
Access Financial Services
Minnesota
$574K -$74.9K -595 -12%
GHAM
718
Gilman Hill Asset Management
Connecticut
$574K – – –
OPW
719
Oxler Private Wealth
New York
$573K – – –
GG
720
Gofen & Glossberg
Illinois
$572K -$1.26K -10 -0.2%
ACG
721
Allen Capital Group
Nebraska
$572K +$16.2K +129 +3%
CSIC
722
Clifford Swan Investment Counsel
California
$568K – – –
GTAM
723
Global Trust Asset Management
Florida
$568K +$1.01K +8 +0.2%
IAA
724
Ironsides Asset Advisors
North Carolina
$567K – – –
KFGK
725
Keystone Financial Group (Kentucky)
Kentucky
$561K +$18.6K +148 +3%
27 28
29
30 31