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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 %
LPAM
701
Lodestar Private Asset Management
California
$1.47M +$134K +921 +10%
TCA
702
Trifecta Capital Advisors
Illinois
$1.46M +$143K +981 +11%
LI
703
LMCG Investments
Massachusetts
$1.46M -$31K -213 -2%
PWM
704
Palumbo Wealth Management
New York
$1.45M +$2.92K +20 +0.2%
BJL
705
Brighton Jones LLC
Washington
$1.45M +$274K +1,883 +23%
CA
706
Claro Advisors
Massachusetts
$1.44M -$95.9K -658 -6%
SCM
707
Sage Capital Management
New Jersey
$1.44M +$3.21K +22 +0.2%
FFA
708
Fortune Financial Advisors
Kansas
$1.42M +$502K +3,447 +54%
GFS
709
GYL Financial Synergies
Connecticut
$1.42M +$525K +3,601 +59%
PCA
710
Prosperity Capital Advisors
Ohio
$1.42M +$599K +4,107 +73%
HWA
711
Hillcrest Wealth Advisors
New Jersey
$1.41M – – –
PTC
712
Private Trust Company
Ohio
$1.41M -$252K -1,732 -15%
CPRC
713
Consolidated Portfolio Review Corp
New York
$1.4M +$296K +2,030 +27%
GCA
714
Greenwood Capital Associates
South Carolina
$1.39M -$29.7K -204 -2%
BI
715
Bramshill Investments
Florida
$1.39M – – –
APW
716
Acima Private Wealth
Virginia
$1.39M – – –
T
717
Tidemark
California
$1.39M -$128K -876 -8%
ZIMP
718
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M +$49.4K +339 +4%
SA
719
Strategic Advisors
New York
$1.38M -$475K -3,258 -26%
SMC
720
Smith, Moore & Co
Missouri
$1.38M +$39.4K +270 +3%
RCA
721
Ranch Capital Advisors
Florida
$1.37M +$8.89K +61 +0.7%
FFA
722
Florida Financial Advisors
Florida
$1.37M -$41K -281 -3%
FFWA
723
FRG Family Wealth Advisors
Washington
$1.37M +$40.6K +275 +3%
GFA
724
Gallagher Fiduciary Advisors
Illinois
$1.37M -$35.6K -244 -3%
PWP
725
Phillips Wealth Planners
Mississippi
$1.36M +$4.1K +28 +0.3%
27 28
29
30 31