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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,268 hedge funds and large institutions have $233B invested in Health Care Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 541 increasing their positions, 368 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+70
Holders Change %
+5.84%
% of All Funds
22.27%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.6%
New
139
Increased
541
Reduced
368
Closed
54
Calls
$2.29B
Puts
$1.95B
Net Calls
+$335M
Net Calls Change
+$48.9M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$665M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$487M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$179M
4
PF
Phoenix Financial
Israel
+$168M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$165M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$184B
2
Bank of America
Bank of America
North Carolina
-$276M
3
Citigroup
Citigroup
New York
-$271M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$174M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
726
Meridian Wealth Advisors
Texas
$664K -$11.5K -90 -2%
CWC
727
Carolinas Wealth Consulting
North Carolina
$661K -$891 -7 -0.1%
TWM
728
Tradition Wealth Management
Minnesota
$661K +$255 +2 +0%
NWA
729
Navis Wealth Advisors
New York
$661K +$2.29K +18 +0.3%
VFA
730
Valeo Financial Advisors
Indiana
$659K -$19K -149 -3%
WIA
731
Westbourne Investment Advisors
Maryland
$653K -$108K -852 -14%
HWA
732
Heritage Wealth Advisors
Virginia
$652K – – –
RIG
733
Roosevelt Investment Group
New York
$651K – – –
PCA
734
Personal Capital Advisors
California
$650K +$181K +1,423 +39%
VAG
735
VisionPoint Advisory Group
Texas
$649K +$649K +4,883 New
WANY
736
Wealthspire Advisors (New York)
New York
$646K +$646K +5,076 New
LSPW
737
Lake Street Private Wealth
Illinois
$645K +$25.5K +200 +4%
IFWM
738
Institute for Wealth Management
Colorado
$640K -$36K -283 -5%
MMA
739
Miracle Mile Advisors
California
$640K +$286K +2,250 +81%
ARG
740
Advisory Resource Group
Oklahoma
$639K +$25.4K +200 +4%
GI
741
GAMCO Investors
Connecticut
$637K – – –
CWA
742
Centennial Wealth Advisory
Michigan
$637K +$36.8K +289 +6%
WA
743
Winfield Associates
Ohio
$635K – – –
FPS
744
Fieldpoint Private Securities
Connecticut
$634K +$12.7K +100 +2%
NW
745
NewEdge Wealth
Pennsylvania
$627K +$2.93K +23 +0.5%
GIM
746
Goelzer Investment Management
Indiana
$622K -$25.6K -201 -4%
PAM
747
Private Asset Management
California
$622K +$39.3K +309 +7%
BFO
748
Biltmore Family Office
North Carolina
$621K – – –
VCA
749
Verdence Capital Advisors
Maryland
$621K +$298K +2,337 +92%
JPLA
750
Joseph P. Lucia & Associates
New York
$619K +$4.71K +37 +0.8%
28 29
30
31 32