XLV icon

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 %
GJWM
976
Gilliland Jeter Wealth Management
Arkansas
$609K +$1.46K +10 +0.2%
TI
977
tru Independence
Oregon
$609K -$75.6K -519 -11%
MG
978
Mather Group
Illinois
$609K +$417K +2,820 +217%
MWM
979
Mission Wealth Management
California
$607K -$11.1K -76 -2%
PFA
980
Pure Financial Advisors
California
$605K +$3.64K +25 +0.6%
SC
981
Sapient Capital
Indiana
$604K +$24.6K +169 +4%
WAS
982
Wealth Advisory Solutions
Indiana
$602K +$3.06K +21 +0.5%
KLCM
983
KG&L Capital Management
Louisiana
$602K -$38.2K -262 -6%
AFP
984
Ausdal Financial Partners
Iowa
$600K +$1.17K +8 +0.2%
FPGK
985
Financial Partners Group (Kansas)
Kansas
$599K +$875 +6 +0.1%
RPWA
986
Regent Peak Wealth Advisors
Georgia
$599K -$47.7K -327 -7%
3AM
987
3EDGE Asset Management
Florida
$595K +$71K +487 +14%
MC
988
Montag & Caldwell
Georgia
$592K -$292K -2,003 -33%
NRI
989
NFP Retirement Inc
California
$590K +$121K +833 +26%
PCG
990
Prosperity Consulting Group
Maryland
$590K -$9.77K -67 -2%
DBIA
991
Dumont & Blake Investment Advisors
New Jersey
$589K +$295K +2,024 +100%
MGWM
992
Marks Group Wealth Management
Minnesota
$588K -$157K -1,077 -21%
ERWM
993
Elk River Wealth Management
Colorado
$586K – – –
SWM
994
Silverlake Wealth Management
Vermont
$586K +$13.8K +95 +2%
CCM
995
Coldstream Capital Management
Washington
$584K -$295K -2,027 -34%
FWMM
996
Foundation Wealth Management (Missouri)
Missouri
$584K +$584K +4,005 New
LWM
997
Lodestone Wealth Management
Washington
$583K -$45.9K -315 -7%
GBWM
998
Granite Bay Wealth Management
New Hampshire
$583K -$1.21M -8,329 -68%
EL
999
EMFO LLC
Florida
$583K – – –
FCA
1000
FLC Capital Advisors
California
$583K – – –
38 39
40
41 42