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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 %
CWM
751
Cornerstone Wealth Management
Missouri
$1.27M -$174K -1,192 -12%
AMG
752
Advisors Management Group
Wisconsin
$1.27M -$257K -1,762 -17%
FC
753
Fulcrum Capital
Washington
$1.27M – – –
MC
754
Moors & Cabot
Massachusetts
$1.26M +$69.8K +479 +6%
FP
755
Fiduciary Planning
Florida
$1.25M -$104K -714 -8%
PI
756
PFG Investments
New York
$1.25M -$1.1M -7,531 -47%
FNBT
757
FineMark National Bank & Trust
Florida
$1.25M +$52K +357 +4%
LA
758
Legacy Advisors
Pennsylvania
$1.25M +$4.81K +33 +0.4%
ICP
759
Interchange Capital Partners
Pennsylvania
$1.24M +$39.8K +273 +3%
PA
760
Parallel Advisors
California
$1.24M +$70.7K +485 +6%
BHA
761
Beech Hill Advisors
New York
$1.24M -$8.45K -58 -0.7%
CW
762
CreativeOne Wealth
Kansas
$1.23M -$1.27M -8,721 -51%
BA
763
Bristlecone Advisors
Washington
$1.23M – – –
KP
764
Keel Point
Alabama
$1.22M +$93.9K +621 +8%
SCM
765
SOL Capital Management
Maryland
$1.22M – – –
Lazard Asset Management
766
Lazard Asset Management
New York
$1.21M – – –
FNT
767
First National Trust
Pennsylvania
$1.2M -$291 -2 -0%
LC
768
LCNB Corp
Ohio
$1.18M – – –
LIA
769
LBMC Investment Advisors
Tennessee
$1.18M – – –
NCM
770
Narwhal Capital Management
Georgia
$1.18M -$8.45K -58 -0.7%
EWA
771
Exencial Wealth Advisors
Oklahoma
$1.17M -$246K -1,686 -17%
PFP
772
Pinnacle Financial Partners
Tennessee
$1.17M -$6.3K -43 -0.5%
AIA
773
Ally Invest Advisors
North Carolina
$1.17M +$149K +1,021 +15%
FIBT
774
First International Bank & Trust
North Dakota
$1.17M – – –
AG
775
Ascent Group
Virginia
$1.16M -$489K -3,354 -30%
29 30
31
32 33