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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 %
CW
826
Channel Wealth
California
$934K -$30.6K -210 -3%
GP
827
Girard Partners
Pennsylvania
$932K -$213K -1,458 -19%
FFA
828
Farther Finance Advisors
California
$926K +$354K +2,443 +62%
BFA
829
Beaumont Financial Advisors
Massachusetts
$923K +$92K +631 +11%
CIA
830
Cape Investment Advisory
Georgia
$919K +$14.6K +100 +2%
Franklin Resources
831
Franklin Resources
California
$918K +$84.5K +580 +10%
HW
832
Hancock Whitney
Mississippi
$917K -$146 -1 -0%
CWC
833
Carolinas Wealth Consulting
North Carolina
$910K +$583 +4 +0.1%
EGA
834
E&G Advisors
Texas
$906K -$117K -800 -11%
NAG
835
Northstar Advisory Group
New Jersey
$900K -$31.9K -219 -3%
BB
836
Burford Brothers
Texas
$897K +$52K +357 +6%
BP
837
Ballentine Partners
Massachusetts
$894K -$172K -1,178 -16%
CCM
838
Condor Capital Management
New Jersey
$893K -$12.2K -84 -1%
TSS
839
Two Sigma Securities
New York
$888K -$2.02M -13,826 -69%
OAM
840
Occidental Asset Management
California
$884K +$107K +737 +14%
CFS
841
Coordinated Financial Services
Colorado
$884K -$50.6K -347 -5%
VFA
842
Valeo Financial Advisors
Indiana
$882K +$326K +2,238 +59%
AFO
843
Arrowroot Family Office
California
$882K -$51.9K -356 -6%
FCH
844
Freestone Capital Holdings
Washington
$881K +$50.6K +347 +6%
PFS
845
Prospect Financial Services
New York
$879K +$89.2K +612 +11%
LWANC
846
Laurel Wealth Advisors (North Carolina)
North Carolina
$875K -$277K -1,900 -24%
ORC
847
O'Rourke & Company
Massachusetts
$874K +$41.1K +282 +5%
CMI
848
Clare Market Investments
Texas
$870K +$129K +887 +17%
WPP
849
Whalerock Point Partners
Rhode Island
$865K – – –
AWM
850
Aries Wealth Management
Maine
$864K -$3.64K -25 -0.4%
32 33
34
35 36