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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 %
E
1101
ETFidea
New York
$454K – – –
DP
1102
DDD Partners
Washington
$454K – – –
BFA
1103
Bragg Financial Advisors
North Carolina
$453K -$4.23K -29 -0.9%
HBW
1104
Hazlett, Burt & Watson
West Virginia
$452K +$435 +3 +0.1%
CA
1105
Carson Advisory
Georgia
$452K +$729 +5 +0.2%
HR
1106
Hardy Reed
Mississippi
$450K – – –
TFA
1107
Trinity Financial Advisors
Ohio
$450K +$450K +3,086 New
SSWG
1108
Seven Springs Wealth Group
Tennessee
$446K – – –
PA
1109
Parkside Advisors
California
$445K – – –
AAMA
1110
Advanced Asset Management Advisors
Ohio
$445K -$12.7K -87 -3%
FCA
1111
Fortis Capital Advisors
Kansas
$443K +$71.9K +493 +19%
FM
1112
Family Management
New York
$443K – – –
FT
1113
Fiduciary Trust
Massachusetts
$443K +$146 +1 +0%
BONH
1114
Bank of New Hampshire
New Hampshire
$441K -$729 -5 -0.2%
EWM
1115
Empirical Wealth Management
Washington
$440K -$102K -703 -19%
KWM
1116
Kaydan Wealth Management
Michigan
$439K -$6.12K -42 -1%
AWM
1117
Alterna Wealth Management
Texas
$437K -$1.03M -7,080 -70%
RWS
1118
Resolute Wealth Strategies
Mississippi
$436K +$45.6K +313 +12%
PCWA
1119
Pacific Capital Wealth Advisors
California
$435K +$302K +2,073 +227%
CS
1120
Cannell & Spears
New York
$435K – – –
SAI
1121
Savvy Advisors Inc
New York
$434K +$20.4K +140 +5%
FA
1122
Fountainhead AM
New Jersey
$433K +$27.5K +189 +7%
YDMI
1123
Y.D. More Investments
Israel
$433K +$194K +1,330 +81%
JSL
1124
JT Stratford LLC
Georgia
$433K -$11.8K -81 -3%
RSA
1125
River Street Advisors
Illinois
$432K -$21.9K -150 -5%
43 44
45
46 47