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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 %
JWBC
1026
J.W. Burns & Co
New York
$551K +$28.6K +196 +5%
FLPIM
1027
F.L. Putnam Investment Management
Massachusetts
$551K +$248K +1,700 +82%
PWMAG
1028
Pinnacle Wealth Management Advisory Group
New Jersey
$550K – – –
IFWM
1029
Institute for Wealth Management
Colorado
$550K -$36K -247 -6%
SC
1030
Savant Capital
Illinois
$547K -$6.56K -45 -1%
RFA
1031
Rollins Financial Advisors
New York
$546K -$367K -2,516 -40%
GIM
1032
Goelzer Investment Management
Indiana
$546K -$28.3K -194 -5%
FMWA
1033
Forvis Mazars Wealth Advisors
Missouri
$545K -$4.52K -31 -0.8%
ACM
1034
Advisors Capital Management
New Jersey
$545K +$20K +137 +4%
GWM
1035
Greenwich Wealth Management
Connecticut
$541K +$146 +1 +0%
DFG
1036
Delta Financial Group
New Jersey
$541K +$13.4K +92 +3%
APW
1037
Aurora Private Wealth
New Jersey
$541K +$64.7K +444 +14%
CM
1038
Columbus Macro
Pennsylvania
$540K +$11.2K +77 +2%
WIA
1039
Wetzel Investment Advisors
Indiana
$539K +$14.5K +98 +3%
1CP
1040
17 Capital Partners
Arizona
$539K -$30.6K -210 -5%
SW
1041
SkyOak Wealth
Michigan
$538K -$17.8K -122 -3%
P
1042
Pitcairn
Pennsylvania
$536K – – –
GAB
1043
German American Bancorp
Indiana
$532K -$105K -720 -16%
AWE
1044
Avidian Wealth Enterprises
Texas
$532K -$57.3K -393 -10%
SXL
1045
Summit X LLC
Missouri
$531K +$43.6K +299 +9%
ERIM
1046
Eagle Ridge Investment Management
Connecticut
$529K -$21.7K -149 -4%
TPI
1047
Trust Point Inc
Wisconsin
$528K – – –
SLC
1048
Second Line Capital
Louisiana
$522K -$159K -1,088 -23%
JAG
1049
Journey Advisory Group
Kentucky
$522K -$160K -1,100 -24%
KAS
1050
KPP Advisory Services
Kentucky
$520K -$5.25K -36 -1%
40 41
42
43 44