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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 %
SWM
876
Segment Wealth Management
Texas
$791K -$7K -48 -0.9%
TSWM
877
Tyler-Stone Wealth Management
Ohio
$790K +$9.91K +68 +1%
NWA
878
Navis Wealth Advisors
New York
$790K +$3.06K +21 +0.4%
AWM
879
Able Wealth Management
New Jersey
$790K -$85.8K -589 -10%
GFPC
880
Global Financial Private Client
Florida
$788K +$15.2K +104 +2%
JEST
881
JTC Employer Solutions Trustee
Jersey
$787K -$27.7K -190 -3%
MA
882
MKT Advisors
California
$785K – – –
TPA
883
Trivium Point Advisory
Connecticut
$780K +$780K +5,352 New
JCFM
884
JBR Co Financial Management
Oklahoma
$777K +$52.8K +362 +7%
CTC
885
Central Trust Company
Missouri
$776K +$8.6K +59 +1%
OCM
886
One Capital Management
California
$775K +$775K +5,316 New
DP
887
Dearborn Partners
Illinois
$774K -$32.9K -226 -4%
Bank Julius Baer & Co
888
Bank Julius Baer & Co
Switzerland
$772K -$87.3K -538 -10%
CFB
889
Cullen/Frost Bankers
Texas
$771K -$426K -2,925 -36%
SPW
890
Sonoma Private Wealth
California
$771K -$11.4K -78 -1%
MCB
891
Morton Community Bank
Illinois
$770K +$770K +5,284 New
CPA
892
Court Place Advisors
Maryland
$770K -$29.2K -200 -4%
WWM
893
Waterway Wealth Management
Texas
$769K +$243K +1,665 +46%
WC
894
Waterloo Capital
Texas
$768K -$211K -1,447 -22%
SRC
895
Shufro Rose & Co
New York
$767K +$29.2K +200 +4%
DIM
896
DLK Investment Management
California
$766K +$18.8K +129 +3%
CIM
897
Contravisory Investment Management
Massachusetts
$766K +$74K +508 +11%
MGIA
898
Matthew Goff Investment Advisor
Texas
$765K +$222K +1,525 +41%
IAS
899
Investment Advisory Services
Texas
$762K +$55.5K +381 +8%
AWA
900
Arete Wealth Advisors
Illinois
$762K +$762K +5,235 New
34 35
36
37 38