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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 %
CNWM
951
Clay Northam Wealth Management
California
$653K – – –
QCM
952
QRG Capital Management
Illinois
$651K +$5.98K +41 +0.9%
WIA
953
Westbourne Investment Advisors
Maryland
$650K +$63.4K +435 +11%
DWS
954
Dynamic Wealth Strategies
California
$649K +$21.7K +149 +3%
FTA
955
Financial & Tax Architects
Missouri
$644K -$21.3K -146 -3%
PCMF
956
Private Capital Management (Florida)
Florida
$642K -$9.62K -66 -1%
GEA
957
Glen Eagle Advisors
New Jersey
$641K -$39.5K -271 -6%
CPIG
958
Chicago Partners Investment Group
Illinois
$637K +$1.05K +7 +0.2%
MF
959
Meridian Financial
Massachusetts
$636K +$12.8K +88 +2%
RIA
960
RPG Investment Advisory
California
$635K -$1.46K -10 -0.2%
BBHC
961
Brown Brothers Harriman & Co
New York
$632K -$225K -1,545 -26%
PSF
962
Pacific Sun Financial
California
$631K +$28.6K +196 +5%
CWM
963
Chicago Wealth Management
Illinois
$630K +$11.4K +78 +2%
TA
964
TrueWealth Advisors
Alabama
$627K -$17.2K -118 -3%
SFA
965
Source Financial Advisors
New York
$621K -$19.8K -136 -3%
EDRH
966
Edmond de Rothschild Holding
Switzerland
$620K -$2.43M -16,650 -80%
KF
967
KKM Financial
Illinois
$619K – – –
ACG
968
Allen Capital Group
Nebraska
$618K +$875 +6 +0.1%
HR
969
Howe & Rusling
New York
$617K +$66.9K +459 +12%
EB
970
Eastern Bank
Massachusetts
$617K -$370K -2,541 -38%
FI
971
Financial Insights
Washington
$617K -$41.2K -283 -6%
BF
972
BOK Financial
Oklahoma
$615K -$167K -1,149 -21%
CCA
973
Childress Capital Advisors
Texas
$612K +$612K +4,199 New
VWM
974
Valley Wealth Managers
New Jersey
$610K -$5.95M -40,831 -91%
TSMHT
975
Thurston Springer Miller Herd & Titak
Indiana
$609K +$609K +4,179 New
37 38
39
40 41