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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
1
Barclays
United Kingdom
$822M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.96B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$639M
4
PF
4
Phoenix Financial
Israel
$284M
5
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$166M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$209B
2
Bank of America
2
Bank of America
North Carolina
$4.71B
3
Citigroup
3
Citigroup
New York
$448M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
1051
BOK Financial Private Wealth
Colorado
$211K -$10.2K -80 -5%
JFA
1052
JNBA Financial Advisors
Minnesota
$211K +$17K +133 +9%
EFS
1053
Essex Financial Services
Connecticut
$210K +$6.12K +48 +3%
GWSG
1054
GPS Wealth Strategies Group
Colorado
$210K +$23.7K +186 +13%
TI
1055
Tidal Investments
Wisconsin
$207K – – –
APP
1056
Avantax Planning Partners
Iowa
$205K +$1.15K +9 +0.6%
FNBSF
1057
First National Bank Sioux Falls
South Dakota
$204K – – –
KM
1058
Kalos Management
Georgia
$204K +$204K +1,534 New
GP
1059
Geneva Partners
Wisconsin
$204K +$204K +1,606 New
FNBOSM
1060
First National Bank of South Miami
Florida
$203K -$1.66K -13 -0.8%
SWM
1061
Segment Wealth Management
Texas
$202K -$1.27K -10 -0.6%
PP
1062
Prosperity Planning
Missouri
$202K – – –
AUB
1063
Atlantic Union Bankshares
Virginia
$202K +$202K +1,584 New
TCWA
1064
Ten Capital Wealth Advisors
Washington
$201K -$7.92M -62,185 -98%
PAI
1065
Pittenger & Anderson Inc
Nebraska
$201K -$1.91K -15 -0.9%
MP
1066
McDonald Partners
Ohio
$201K +$201K +1,577 New
SDWMA
1067
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$201K +1,581 New
SMG
1068
Spectrum Management Group
Indiana
$200K – – –
PGWM
1069
Parisi Gray Wealth Management
New Jersey
$200K +$99.1K +780 +98%
CP
1070
Corbenic Partners
Pennsylvania
$199K – – –
AIM
1071
Acropolis Investment Management
Missouri
$197K – – –
KPCM
1072
Kings Point Capital Management
New York
$195K +$25.5K +200 +15%
RMC
1073
Resources Management Corp
Connecticut
$192K – – –
OSAM
1074
O'Shaughnessy Asset Management
Connecticut
$191K -$143K -1,127 -43%
BW
1075
Bison Wealth
Georgia
$191K +$128 +1 +0.1%
41 42
43
44 45