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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,198 hedge funds and large institutions have $206B invested in Health Care Select Sector SPDR Fund in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 499 increasing their positions, 379 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+20
Holders Change %
+1.7%
% of All Funds
20.91%
Holding in Top 10
76
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+31.03%
% of All Funds
1.33%
New
111
Increased
499
Reduced
379
Closed
76
Calls
$2B
Puts
$1.71B
Net Calls
+$286M
Net Calls Change
+$688M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$331M
2
Morgan Stanley
Morgan Stanley
New York
+$168M
3
APF
Alaska Permanent Fund
Alaska
+$133M
4
SR
Swiss Re
Switzerland
+$102M
5
PF
Phoenix Financial
Israel
+$102M

Top Sellers

1
N
Natixis
France
-$245M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$147M
3
Goldman Sachs
Goldman Sachs
New York
-$143M
4
RCM
Rokos Capital Management
United Kingdom
-$142M
5
WA
WestEnd Advisors
North Carolina
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
801
Manchester Capital Management
Vermont
$423K – – –
MSA
802
Marino Stram & Associates
Massachusetts
$423K +$423K +3,360 New
1CP
803
17 Capital Partners
Arizona
$420K +$420K +3,337 New
OIA
804
OneDigital Investment Advisors
Kansas
$418K -$29.3K -233 -7%
CIM
805
Contravisory Investment Management
Massachusetts
$416K -$160K -1,272 -28%
CTC
806
Central Trust Company
Missouri
$408K -$28.1K -223 -6%
WSCM
807
Wellington Shields Capital Management
New York
$405K – – –
VCM
808
Vivaldi Capital Management
Illinois
$405K +$16.1K +120 +4%
HWA
809
HCR Wealth Advisors
California
$398K +$10.5K +83 +3%
NEWAS
810
N.E.W. Advisory Services
Wisconsin
$396K -$6.31K -50 -2%
ACP
811
Ashfield Capital Partners
California
$392K -$11.3K -90 -3%
GFS
812
GYL Financial Synergies
Connecticut
$389K +$101K +800 +35%
OPCM
813
Osborne Partners Capital Management
California
$387K -$7.56K -60 -2%
FA
814
FMA Advisory
Pennsylvania
$385K -$1.01K -8 -0.3%
LWANC
815
Laurel Wealth Advisors (North Carolina)
North Carolina
$385K +$243K +1,930 +172%
DI
816
DFPG Investments
Utah
$384K -$21.4K -166 -5%
EGA
817
E&G Advisors
Texas
$383K -$338K -2,892 Closed
MCM
818
Maryland Capital Management
Maryland
$380K – – –
CB
819
Community Bank
New York
$380K – – –
TIAM2
820
Tru Independence Asset Management 2
Oregon
$380K +$1.64K +13 +0.4%
CWM
821
Circle Wealth Management
New Jersey
$378K +$882 +7 +0.2%
HA
822
HYA Advisors
Missouri
$377K -$44.5K -354 -11%
CP
823
Castleview Partners
Texas
$373K +$373K +2,964 New
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$369K +$240K +1,908 +187%
CFO
825
CVA Family Office
Colorado
$366K +$6.17K +49 +2%
31 32
33
34 35