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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 %
EWM
776
Empirical Wealth Management
Washington
$566K +$17.2K +135 +3%
BL
777
BFSG LLC
California
$565K +$565K +4,435 New
KFGK
778
Keystone Financial Group (Kentucky)
Kentucky
$564K -$2.93K -23 -0.5%
TFCP
779
Twin Focus Capital Partners
Massachusetts
$564K – – –
P
780
Pitcairn
Pennsylvania
$560K – – –
WCAMG
781
Woodard & Company Asset Management Group
North Carolina
$559K +$59.1K +464 +12%
BCM
782
Bluefin Capital Management
New York
$558K -$2.26M -17,720 -80%
FWP
783
FAS Wealth Partners
Kansas
$555K +$1.91K +15 +0.3%
OPWM
784
Oxinas Partners Wealth Management
Indiana
$543K -$45.5K -358 -8%
PCM
785
Parsons Capital Management
Rhode Island
$534K – – –
MA
786
MUFG Americas
New York
$529K +$36.7K +288 +7%
FCA
787
FLC Capital Advisors
California
$523K – – –
TPWA
788
TRUE Private Wealth Advisors
Oregon
$519K +$519K +4,081 New
IA
789
Insight Advisors
Pennsylvania
$517K +$10.2K +76 +2%
NFG
790
Next Financial Group
Texas
$517K +$80.8K +634 +19%
GSWM
791
Golden State Wealth Management
California
$515K -$27.8K -218 -5%
QPWM
792
Quadrant Private Wealth Management
Pennsylvania
$515K +$1.15K +9 +0.2%
FG
793
Fiduciary Group
Georgia
$514K +$10.2K +77 +2%
AWA
794
Arete Wealth Advisors
Illinois
$514K +$514K +4,038 New
HSA
795
HBK Sorce Advisory
Pennsylvania
$512K +$382 +3 +0.1%
EM
796
ELCO Management
New York
$512K +$8.92K +70 +2%
MA
797
Montag & Associates
Georgia
$511K +$31.8K +250 +7%
RFWA
798
RPg Family Wealth Advisory
Massachusetts
$510K +$12.7K +100 +3%
PMFA
799
Plante Moran Financial Advisors
Michigan
$508K +$157K +1,230 +45%
AIM
800
Allen Investment Management
New York
$502K – – –
30 31
32
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