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

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$209B
2
Bank of America
Bank of America
North Carolina
$4.71B
3
Citigroup
Citigroup
New York
$448M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
926
First Hawaiian Bank
Hawaii
$311K – – –
CIM
927
Contravisory Investment Management
Massachusetts
$307K -$112K -884 -27%
WA
928
Waverly Advisors
Alabama
$306K -$12.7K -95 -4%
BBPWM
929
Blue Bell Private Wealth Management
Pennsylvania
$306K – – –
OAM
930
Occidental Asset Management
California
$306K +$27.4K +215 +10%
HCP
931
Hexagon Capital Partners
Arkansas
$305K -$7.91K -62 -3%
BWA
932
BlueSky Wealth Advisors
North Carolina
$305K – – –
PP
933
Patron Partners
Texas
$304K +$12.7K +100 +4%
GFS
934
GYL Financial Synergies
Connecticut
$303K -$90.6K -711 -23%
CFO
935
CVA Family Office
Colorado
$302K -$5.17K -49 -2%
DY
936
Dowling & Yahnke
California
$302K +$9.03K +71 +3%
ML
937
McAdam LLC
Pennsylvania
$301K +$18.9K +149 +7%
VCM
938
Vivaldi Capital Management
Illinois
$297K -$88.6K -696 -23%
NSIM
939
North Star Investment Management
Illinois
$297K +$37.2K +292 +14%
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$297K +$68.7K +540 +30%
PJSIMP
941
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K – – –
BWCS
942
Beirne Wealth Consulting Services
Connecticut
$295K +$41.2K +325 +16%
CRWM
943
Castle Rock Wealth Management
California
$294K +$33.2K +248 +13%
AG
944
Appleton Group
Wisconsin
$292K -$1.91K -15 -0.6%
LBD
945
Landsberg Bennett & Dubbaneh
Florida
$291K -$10K -79 -3%
CGA
946
Crescent Grove Advisors
Illinois
$290K -$892 -7 -0.3%
IC
947
Intersect Capital
California
$289K +$1.53K +12 +0.5%
KIG
948
Kowal Investment Group
Wisconsin
$288K +$27.9K +219 +11%
SXL
949
Summit X LLC
Missouri
$287K -$2.04K -16 -0.7%
GA
950
GFS Advisors
Texas
$286K +$1.53K +12 +0.5%
36 37
38
39 40