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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 %
HFW
901
Horizon Family Wealth
Illinois
$761K +$2.62K +18 +0.3%
AFO
902
Allie Family Office
Florida
$757K +$466K +3,200 +160%
FDCP
903
Foster Dykema Cabot & Partners
Massachusetts
$752K -$37K -254 -5%
BCP
904
Berkeley Capital Partners
Georgia
$752K +$72.3K +496 +11%
IA
905
Insight Advisors
Pennsylvania
$749K -$91.6K -628 -11%
HWA
906
Heritage Wealth Advisors
Virginia
$747K – – –
ACS
907
Archford Capital Strategies
Illinois
$746K -$1.6K -11 -0.2%
FFA
908
Fairfield Financial Advisors
Massachusetts
$737K +$737K +5,054 New
LL
909
LPWM LLC
Minnesota
$735K +$130K +900 +21%
CCM
910
Chilton Capital Management
Texas
$731K +$57.1K +392 +8%
PCA
911
Providence Capital Advisors
North Carolina
$730K +$20.3K +139 +3%
GI
912
GAMCO Investors
Connecticut
$729K – – –
BWP
913
Balboa Wealth Partners
Arizona
$729K +$181K +1,240 +33%
EWA
914
EverSource Wealth Advisors
Alabama
$726K -$210K -1,404 -22%
BFO
915
Biltmore Family Office
North Carolina
$726K – – –
BHBT
916
Burke & Herbert Bank & Trust
Virginia
$724K +$724K +4,970 New
CWM
917
Cedar Wealth Management
California
$720K -$864K -5,925 -55%
ATC
918
Argent Trust Co
Tennessee
$717K +$18.2K +125 +3%
OC
919
Opinicus Capital
Florida
$713K +$54.5K +374 +8%
EHC
920
Everett Harris & Co
California
$711K – – –
APIM
921
Agate Pass Investment Management
Washington
$710K +$9.62K +66 +1%
BFS
922
Bradley Foster & Sargent
Connecticut
$710K +$114K +780 +19%
PG
923
Patten Group
Tennessee
$710K -$45.9K -315 -6%
CWM
924
Comprehensive Wealth Management
Washington
$708K +$708K +4,861 New
IP
925
Intellectus Partners
California
$708K +$8.31K +57 +1%
35 36
37
38 39