XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,658 hedge funds and large institutions have $30.9B invested in Health Care Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 654 increasing their positions, 599 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+24
Holders Change %
+1.47%
% of All Funds
24.03%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.57%
New
152
Increased
654
Reduced
599
Closed
107
Calls
$1.57B
Puts
$2.02B
Net Calls
-$454M
Net Calls Change
+$165M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$203M
2
Citigroup
Citigroup
New York
+$161M
3
PF
Phoenix Financial
Israel
+$129M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$111M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$96.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.83B
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$1.03B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$234M
4
Bessemer Group
Bessemer Group
New Jersey
-$215M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
701
Objective Capital Management
Ohio
$1.58M +$1.33K +9 +0.1%
EW
702
Evoke Wealth
California
$1.58M +$827K +5,600 +110%
CA
703
Claro Advisors
Massachusetts
$1.56M +$549K +3,714 +54%
HI
704
Hudock Inc
Pennsylvania
$1.55M +$82K +555 +6%
AMG
705
Advisors Management Group
Wisconsin
$1.55M +$275K +1,859 +22%
T
706
Tidemark
California
$1.53M +$97.9K +663 +7%
CC
707
Centiva Capital
New York
$1.53M -$469K -3,172 -23%
PWA
708
Primoris Wealth Advisors
Florida
$1.52M -$41.2K -279 -3%
GPFA
709
Game Plan Financial Advisors
Ohio
$1.52M – – –
LI
710
LMCG Investments
Massachusetts
$1.51M +$16.5K +112 +1%
ACA
711
Aptus Capital Advisors
Alabama
$1.5M +$387K +2,622 +35%
CWM
712
Cranbrook Wealth Management
Michigan
$1.5M +$70.6K +478 +5%
IAS
713
Insigneo Advisory Services
Florida
$1.5M +$13K +88 +0.9%
TNB
714
Thomasville National Bank
Georgia
$1.49M – – –
AWM
715
Alterna Wealth Management
Texas
$1.49M +$1.49M +10,079 New
CWM
716
Chemistry Wealth Management
New York
$1.49M -$5.61K -38 -0.4%
AWM
717
AE Wealth Management
Kansas
$1.49M -$17.6M -119,267 -92%
ARG
718
Advisory Resource Group
Oklahoma
$1.48M +$169K +1,143 +13%
FAM
719
Family Asset Management
South Carolina
$1.48M +$633K +4,284 +74%
CWM
720
Cornerstone Wealth Management
Missouri
$1.47M -$45.4K -307 -3%
PWM
721
Palumbo Wealth Management
New York
$1.47M +$443 +3 +0%
JCM
722
Janney Capital Management
Pennsylvania
$1.46M +$104K +704 +8%
CA
723
Clearstead Advisors
Ohio
$1.46M +$519K +3,616 +55%
SCM
724
Sage Capital Management
New Jersey
$1.46M +$3.69K +25 +0.3%
Deutsche Bank
725
Deutsche Bank
Germany
$1.45M +$372K +2,516 +34%
27 28
29
30 31