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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 %
APW
826
Aurora Private Wealth
New Jersey
$465K +$5.72K +45 +1%
NL
827
NWAM LLC
Washington
$463K +$463K +3,635 New
SSWG
828
Seven Springs Wealth Group
Tennessee
$462K – – –
1CP
829
17 Capital Partners
Arizona
$457K +$32K +251 +8%
CFO
830
Collective Family Office
Pennsylvania
$453K +$108K +848 +31%
BSW
831
Buckingham Strategic Wealth
Missouri
$448K +$17.8K +140 +4%
FNBT
832
FineMark National Bank & Trust
Florida
$447K -$15K -118 -3%
PFM
833
Peak Financial Management
Massachusetts
$447K +$6.36K +50 +1%
FPGK
834
Financial Partners Group (Kansas)
Kansas
$445K +$763 +6 +0.2%
Vontobel Holding
835
Vontobel Holding
Switzerland
$445K +$435K +3,413 +4,214%
PWM
836
Perigon Wealth Management
California
$444K -$83.1K -653 -16%
CC
837
Corsicana & Co
Texas
$444K – – –
DWM
838
Dakota Wealth Management
Florida
$443K -$12.7K -100 -3%
PIA
839
Powell Investment Advisors
Florida
$443K +$1.4K +11 +0.3%
GP
840
Girard Partners
Pennsylvania
$439K -$126K -988 -22%
CC
841
Cedar Capital
Illinois
$435K -$98.7K -776 -18%
PWM
842
Palumbo Wealth Management
New York
$435K -$12K -94 -3%
AWM
843
Altavista Wealth Management
North Carolina
$435K -$11.1K -87 -2%
RIA
844
Realta Investment Advisors
Delaware
$434K +$1.02K +8 +0.2%
BPWM
845
Badgley Phelps Wealth Managers
Washington
$432K +$432K +3,390 New
HPWM
846
Highland Private Wealth Management
Washington
$430K +$430K +3,374 New
YWP
847
YorkBridge Wealth Partners
New York
$420K -$7.64K -60 -2%
CAM
848
Cozad Asset Management
Illinois
$419K +$305K +2,399 +267%
GEA
849
Glen Eagle Advisors
New Jersey
$415K -$28.6K -225 -6%
PWMG
850
Pinnacle Wealth Management Group
Michigan
$412K -$53.5K -420 -11%
32 33
34
35 36