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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 %
JSC
1076
Jackson Square Capital
California
$489K +$18.5K +127 +4%
CAL
1077
Capital Advisors Ltd
Ohio
$484K – – –
FPAS
1078
Focus Partners Advisor Solutions
Missouri
$482K +$31.2K +214 +7%
SWA
1079
SOA Wealth Advisors
New York
$481K -$13.8K -95 -3%
ACGA
1080
Atlanta Consulting Group Advisors
Georgia
$481K +$114K +783 +31%
SBIA
1081
Sheaff Brock Investment Advisors
Indiana
$480K -$116K -794 -19%
VC
1082
Vicus Capital
Pennsylvania
$479K +$1.31K +9 +0.3%
SHFP
1083
Second Half Financial Partners
Florida
$478K +$107K +733 +29%
RFN
1084
RDA Financial Network
Iowa
$476K +$7.87K +54 +2%
SSWM
1085
Sheets Smith Wealth Management
North Carolina
$476K -$21.6K -148 -4%
BOH
1086
Bank of Hawaii
Hawaii
$474K +$11.8K +81 +3%
VCM
1087
Vivaldi Capital Management
Illinois
$467K +$52.6K +361 +13%
MHS
1088
M Holdings Securities
Oregon
$467K +$467K +3,198 New
AWM
1089
Aprio Wealth Management
Georgia
$466K +$39.9K +274 +9%
PCM
1090
Parsons Capital Management
Rhode Island
$465K -$78K -535 -14%
CWM
1091
Centric Wealth Management
Illinois
$462K -$50.5K -337 -10%
MA
1092
Montag & Associates
Georgia
$460K -$20.3K -139 -4%
SL
1093
SWMG LLC
Texas
$459K +$38.6K +265 +9%
GC
1094
Gratus Capital
Georgia
$459K -$3.64K -25 -0.8%
MW
1095
MBL Wealth
North Carolina
$459K -$476K -3,265 -51%
S
1096
SignatureFD
Georgia
$458K -$196K -1,345 -30%
PTP
1097
Platform Technology Partners
New York
$457K +$457K +3,138 New
DCM
1098
Donaldson Capital Management
Indiana
$457K +$1.46K +10 +0.3%
MWA
1099
Midland Wealth Advisors
Illinois
$456K +$79.6K +546 +21%
I
1100
INVST
Indiana
$454K +$26.1K +180 +6%
42 43
44
45 46