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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 %
ACG
751
Allen Capital Group
Nebraska
$616K +$37.8K +297 +7%
SIM
752
Sterling Investment Management
Arizona
$611K -$6.36K -50 -1%
GCP
753
GSA Capital Partners
United Kingdom
$611K +$145K +1,135 +31%
WPP
754
Whalerock Point Partners
Rhode Island
$609K +$609K +4,785 New
KLCM
755
KG&L Capital Management
Louisiana
$605K +$509 +4 +0.1%
EW
756
Evoke Wealth
California
$600K -$430K -3,378 -42%
Neuberger Berman Group
757
Neuberger Berman Group
New York
$600K -$31.4K -247 -5%
LJAC
758
L.J. Altfest & Co
New York
$598K -$38.6K -303 -6%
IA
759
IndexIQ Advisors
New York
$597K -$60.1K -473 -9%
KWM
760
Kingsview Wealth Management
Oregon
$596K -$4.07K -32 -0.7%
NEPWA
761
New England Private Wealth Advisors
Massachusetts
$589K – – –
MSFS
762
Main Street Financial Solutions
Pennsylvania
$585K +$293K +2,304 +101%
MLL
763
Moody Lynn & Lieberson
Massachusetts
$584K – – –
ATC
764
Argent Trust Co
Tennessee
$583K +$59.2K +465 +11%
PG
765
Patten Group
Tennessee
$582K -$48.6K -382 -8%
CWM
766
Cranbrook Wealth Management
Michigan
$581K +$37.3K +293 +7%
SB
767
Strategic Blueprint
Georgia
$577K +$92.2K +724 +19%
TFF
768
The Family Firm
Maryland
$575K -$62K -475 -10%
IAA
769
Ironsides Asset Advisors
North Carolina
$573K – – –
GG
770
Gofen & Glossberg
Illinois
$569K -$9.56K -75 -2%
CAN
771
Claraphi Advisory Network
United States
$569K +$105K +826 +23%
GHAM
772
Gilman Hill Asset Management
Connecticut
$568K -$12.7K -100 -2%
CSIC
773
Clifford Swan Investment Counsel
California
$568K – – –
AWA
774
Alta Wealth Advisors
Massachusetts
$568K +$1.53K +12 +0.3%
HFS
775
Horizon Financial Services
North Carolina
$567K +$117K +918 +26%
29 30
31
32 33