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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 %
MLL
851
Moody Lynn & Lieberson
Massachusetts
$862K +$132K +906 +18%
GCM
852
Greenland Capital Management
New York
$857K +$857K +5,880 New
VFA
853
Voya Financial Advisors
Connecticut
$855K +$155K +1,062 +22%
LIA
854
Lynx Investment Advisory
District of Columbia
$852K +$852K +5,849 New
CCWM
855
Cassaday & Co Wealth Management
Virginia
$851K -$8.89K -61 -1%
TWA
856
Talisman Wealth Advisors
New Jersey
$849K -$20.3K -139 -2%
CCB
857
Country Club Bank
Missouri
$848K -$14.6K -100 -2%
FWM
858
Foguth Wealth Management
Michigan
$847K +$300K +2,056 +55%
MAM
859
Milestone Asset Management
Pennsylvania
$846K -$406K -2,784 -32%
SLWA
860
San Luis Wealth Advisors
California
$836K -$3.32M -22,740 -80%
SIC
861
Sigma Investment Counselors
Michigan
$835K +$383K +2,629 +85%
HIA
862
Harbor Investment Advisory
Maryland
$830K -$62.4K -428 -7%
FPCP
863
Fort Point Capital Partners
California
$826K -$106K -727 -11%
FCBT
864
First Citizens Bank & Trust
North Carolina
$825K – – –
PCS
865
Personal CFO Solutions
New Jersey
$823K -$20.6K -141 -2%
PWW
866
Pettyjohn Wood & White
Virginia
$823K +$91.8K +630 +13%
NAM
867
NTV Asset Management
West Virginia
$821K – – –
QPWM
868
Quadrant Private Wealth Management
Pennsylvania
$818K +$1.6K +11 +0.2%
TCMP
869
Thrive Capital Management (Pennsylvania)
Pennsylvania
$811K +$811K +5,565 New
BSHC
870
Breed's Hill Capital
Massachusetts
$808K – – –
KWA
871
Kingswood Wealth Advisors
California
$807K +$37.9K +260 +5%
RBA
872
Richard Bernstein Advisors
New York
$804K -$82.5K -566 -9%
SCA
873
Sage Capital Advisors
South Dakota
$802K -$1.6K -11 -0.2%
TFM
874
Trademark Financial Management
Minnesota
$796K -$7.58K -52 -0.9%
LSA
875
Lansing Street Advisors
Pennsylvania
$792K -$119K -814 -13%
33 34
35
36 37