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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 %
SSW
1051
Stone Summit Wealth
Florida
$520K -$8.75K -60 -2%
HSA
1052
HBK Sorce Advisory
Pennsylvania
$519K -$72K -494 -12%
CWM
1053
Collaborative Wealth Management
Florida
$518K -$163K -1,116 -24%
GWS
1054
Glassman Wealth Services
Virginia
$515K -$7.73K -53 -1%
VPP
1055
Vertex Planning Partners
Illinois
$514K -$16.9K -116 -3%
FA
1056
Fortis Advisors
Pennsylvania
$514K -$2.62K -18 -0.5%
BLC
1057
Brown, Lisle/Cummings
Rhode Island
$514K – – –
ACI
1058
Alpha Cubed Investments
California
$514K -$2.9M -19,901 -85%
BW
1059
Bison Wealth
Georgia
$510K – – –
CB
1060
Community Bank
New York
$510K -$39.9K -274 -7%
LHC
1061
Lodge Hill Capital
New York
$510K -$2.92M -20,000 -85%
PWP
1062
Pursue Wealth Partners
California
$510K – – –
CFS
1063
CRA Financial Services
New Jersey
$510K -$64.6K -443 -11%
FCG
1064
Fielder Capital Group
Tennessee
$509K – – –
WPC
1065
Wedmont Private Capital
Pennsylvania
$508K +$593 +4 +0.1%
EFM
1066
Eley Financial Management
Vermont
$507K – – –
EWM
1067
Elevatus Welath Management
New York
$505K +$146 +1 +0%
WA
1068
Wealth Alliance
New York
$502K – – –
IIA
1069
Integral Investment Advisors
California
$502K +$94.5K +648 +23%
RWM
1070
Ritholtz Wealth Management
New York
$501K +$4.52K +31 +0.9%
WC
1071
Wexford Capital
Florida
$496K -$1.18M -8,112 -70%
HCM
1072
Highview Capital Management
Illinois
$495K +$24.9K +171 +5%
UB
1073
UMB Bank
Missouri
$493K +$52.6K +361 +12%
MWP
1074
Moller Wealth Partners
$493K +$493K +3,380 New
MPCL
1075
My Personal CFO LLC
Washington
$489K +$875 +6 +0.2%
41 42
43
44 45