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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
$1.02B
3
APF
Alaska Permanent Fund
Alaska
$133M
4
SR
Swiss Re
Switzerland
$102M
5
PF
Phoenix Financial
Israel
$115M

Top Sellers

1
N
Natixis
France
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.9M
3
Goldman Sachs
Goldman Sachs
New York
$988M
4
RCM
Rokos Capital Management
United Kingdom
$0
5
WA
WestEnd Advisors
North Carolina
$184B
Name Holding Trade Value Shares
Change 		Shares
Change %
NEIRG
901
New England Investment & Retirement Group
Massachusetts
$273K -$37.2K -296 -12%
LL
902
LPWM LLC
Minnesota
$272K -$8.61K -67 -3%
HVIA
903
Hudson Valley Investment Advisors
New York
$272K – – –
ZCA
904
Zeke Capital Advisors
Pennsylvania
$272K – – –
GSEP
905
Golden State Equity Partners
California
$269K +$269K +2,137 New
NIA
906
Northstar Investment Advisors
Colorado
$267K – – –
FFA
907
Freedman Financial Associates
Massachusetts
$267K – – –
EP
908
Eudaimonia Partners
Tennessee
$267K +$23.3K +185 +10%
FUBT
909
First United Bank & Trust
Maryland
$267K +$31.8K +252 +14%
PAA
910
Peregrine Asset Advisers
Oregon
$267K +$267K +2,120 New
ATFA
911
All Terrain Financial Advisors
Minnesota
$266K +$266K +2,114 New
FLPIM
912
F.L. Putnam Investment Management
Massachusetts
$265K -$94.2K -749 -26%
PWLP
913
Prio Wealth Limited Partnership
Massachusetts
$265K – – –
SP
914
Successful Portfolios
Florida
$265K – – –
VSWA
915
Vontobel Swiss Wealth Advisors
Switzerland
$265K +$265K +2,106 New
CST
916
Charles Schwab Trust
Nevada
$263K -$80.4K -637 -23%
SSWM
917
Sheets Smith Wealth Management
North Carolina
$263K +$126 +1 +0%
Tudor Investment Corp
918
Tudor Investment Corp
Connecticut
$261K -$167K -1,323 -39%
WSFS
919
Wilmington Savings Fund Society
Delaware
$261K -$27.2K -216 -9%
BCA
920
Bay Colony Advisors
Massachusetts
$260K +$2.77K +22 +1%
CRWM
921
Castle Rock Wealth Management
California
$260K +$33.6K +252 +15%
RMAM
922
Raab & Moskowitz Asset Management
New Jersey
$259K -$24.3K -193 -9%
CQS
923
Credential Qtrade Securities
$258K -$6.55K -52 -2%
KIG
924
Kowal Investment Group
Wisconsin
$258K +$258K +2,045 New
WA
925
Wealth Architects
California
$258K +$258K +2,052 New
35 36
37
38 39