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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
1
Barclays
United Kingdom
$822M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.96B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$639M
4
PF
4
Phoenix Financial
Israel
$284M
5
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$166M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$209B
2
Bank of America
2
Bank of America
North Carolina
$4.71B
3
Citigroup
3
Citigroup
New York
$448M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
901
Magnolia Capital Advisors
Mississippi
$342K -$892 -7 -0.3%
IFAM
902
Institutional & Family Asset Management
Colorado
$342K +$239K +1,876 +232%
JSC
903
Jackson Square Capital
California
$341K -$2.8K -22 -0.8%
CWM
904
Calamos Wealth Management
Illinois
$339K – – –
JWBC
905
J.W. Burns & Co
New York
$338K – – –
BAS
906
Brown Advisory Securities
Maryland
$334K -$10.8K -85 -3%
RFN
907
RDA Financial Network
Iowa
$334K – – –
CDH
908
Charles D. Hyman
$333K – – –
LSA
909
L & S Advisors
California
$331K -$9.97M -78,267 -97%
AWAG
910
ARS Wealth Advisors Group
Florida
$329K +$329K +2,588 New
WWM
911
Windsor Wealth Management
Indiana
$328K +$101K +790 +44%
G
912
Gainplan
Michigan
$327K -$141K -1,110 -30%
CTC
913
Central Trust Company
Missouri
$327K -$84.9K -668 -21%
DI
914
DFPG Investments
Utah
$327K -$53K -416 -14%
FA
915
Flagstar Advisors
New York
$326K +$326K +2,563 New
FCFC
916
First Commonwealth Financial Corp
Pennsylvania
$325K – – –
AFAS
917
Acorn Financial Advisory Services
Virginia
$325K – – –
CPIG
918
Chicago Partners Investment Group
Illinois
$324K +$9.46K +71 +3%
CAG
919
Curtis Advisory Group
California
$324K +$37K +290 +13%
AMC
920
Asset Management Corp
Illinois
$322K +$381 +3 +0.1%
LIM
921
Loudon Investment Management
New Hampshire
$322K +$322K +2,527 New
SC
922
Soundwatch Capital
Connecticut
$322K +$322K +2,528 New
IWP
923
Icon Wealth Partners
Texas
$316K -$22.4K -176 -7%
FPCP
924
Fort Point Capital Partners
California
$314K +$314K +2,470 New
TPW
925
TL Private Wealth
Texas
$312K +$927 +7 +0.3%
35 36
37
38 39