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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 %
KCFA
926
Key Client Fiduciary Advisors
New Jersey
$707K +$10.1K +69 +1%
VCA
927
Verdence Capital Advisors
Maryland
$704K -$14.3K -98 -2%
CIA
928
Cladis Investment Advisory
Montana
$701K +$29.2K +200 +4%
RFA
929
RTD Financial Advisors
Pennsylvania
$697K – – –
AT
930
Arlington Trust
Alabama
$691K +$34.8K +239 +5%
CCWM
931
Correct Capital Wealth Management
Missouri
$690K -$3.02M -20,740 -81%
SC
932
SouthState Corp
Florida
$685K -$41.7K -286 -6%
GFG
933
Greystone Financial Group
Michigan
$684K -$167K -1,143 -20%
Empower Advisory Group
934
Empower Advisory Group
Colorado
$682K +$28K +192 +4%
SFP
935
Shepherd Financial Partners
Massachusetts
$682K -$15.4K -106 -2%
SFP
936
Strategic Financial Partners
Oregon
$681K -$74.8K -513 -10%
WCF
937
West Coast Financial
California
$679K – – –
KPWG
938
KFA Private Wealth Group
Virginia
$678K -$329K -2,257 -33%
ANBT
939
American National Bank & Trust
Texas
$677K +$9.18K +63 +1%
MSFS
940
Main Street Financial Solutions
Pennsylvania
$675K +$14.3K +98 +2%
BSW
941
Buckingham Strategic Wealth
Missouri
$673K -$54.8K -376 -8%
SAM
942
Sequent Asset Management
Texas
$673K – – –
FGA
943
Fortis Group Advisors
New Jersey
$672K -$1.17M -7,997 -63%
SFM
944
Signet Financial Management
New Jersey
$672K +$16K +110 +2%
MWA
945
Meridian Wealth Advisors
Texas
$671K +$4.37K +30 +0.7%
SP
946
Stonebrook Private
Michigan
$670K -$166K -1,136 -20%
ATC
947
Adirondack Trust Company
New York
$658K +$62.1K +426 +10%
MFIM
948
Mesirow Financial Investment Management
Illinois
$657K -$292 -2 -0%
RG
949
Rathbones Group
United Kingdom
$656K -$547K -3,750 -45%
NCM
950
Noesis Capital Mangement
Florida
$655K -$10.5K -72 -2%
36 37
38
39 40