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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 %
LFG
776
Larson Financial Group
Missouri
$1.16M +$707K +4,851 +157%
RWP
777
RWA Wealth Partners
Massachusetts
$1.15M -$20.3K -139 -2%
SW
778
SVB Wealth
Massachusetts
$1.14M +$62.5K +429 +6%
B
779
Bailard
California
$1.14M -$2.77K -19 -0.2%
TW
780
Transform Wealth
Colorado
$1.13M -$1.65M -11,348 -59%
OLVIG
781
Oliver Lagore Vanvalin Investment Group
Michigan
$1.13M -$522K -3,578 -32%
VFPW
782
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.13M +$12.2K +84 +1%
NFP
783
Narus Financial Partners
Utah
$1.12M -$32.9K -226 -3%
BA
784
Bridge Advisory
California
$1.11M +$89.1K +611 +9%
MFG
785
Midwest Financial Group
Kansas
$1.11M +$4.66K +32 +0.4%
HCM
786
Hollencrest Capital Management
California
$1.1M -$24.2K -166 -2%
WB
787
WesBanco Bank
West Virginia
$1.1M -$1.15M -7,906 -51%
AFG
788
Atomi Financial Group
New York
$1.1M -$132K -908 -11%
LCM
789
Lunt Capital Management
Utah
$1.09M +$472K +3,237 +76%
HWA
790
Heartwood Wealth Advisors
Virginia
$1.09M +$3.35K +23 +0.3%
BAWM
791
Bennett Associates Wealth Management
Pennsylvania
$1.09M +$53.3K +366 +5%
RMDI
792
R.M. Davis Inc
Maine
$1.09M +$874K +5,997 +414%
LIG
793
Lokken Investment Group
Delaware
$1.08M +$73.5K +504 +7%
LNB
794
Ledyard National Bank
$1.08M -$67.6K -464 -6%
FFM
795
Forum Financial Management
Illinois
$1.08M +$676K +4,639 +167%
Mirae Asset Global Investments
796
Mirae Asset Global Investments
South Korea
$1.08M -$16.8M -115,095 -94%
AWM
797
Aberdeen Wealth Management
Illinois
$1.08M – – –
FTDI
798
First Trust Direct Indexing
Massachusetts
$1.07M +$810K +5,560 +316%
IC
799
Inscription Capital
Texas
$1.06M +$7.87K +54 +0.7%
GLA
800
Good Life Advisors
Pennsylvania
$1.06M -$43.4K -298 -4%
30 31
32
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