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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 %
EPM
1126
Elm Partners Management
Pennsylvania
$432K -$227K -1,558 -34%
TFS
1127
Thoroughbred Financial Services
Tennessee
$430K +$47.9K +329 +13%
UFF
1128
USA Financial Formulas
Michigan
$427K -$56.4K -387 -12%
TWP
1129
Tyche Wealth Partners
Texas
$425K +$78.1K +536 +23%
CFG
1130
Cooper Financial Group
California
$423K +$423K +2,902 New
CWA
1131
Continuum Wealth Advisors
New York
$422K – – –
T
1132
TNF
Montana
$420K – – –
GWP
1133
Gateway Wealth Partners
Wisconsin
$420K -$23.6K -162 -5%
RW
1134
REDW Wealth
New Mexico
$418K -$140K -962 -25%
WFA
1135
Wellspring Financial Advisors
Ohio
$417K +$417K +2,863 New
PWP
1136
Private Wealth Partners
California
$412K +$146 +1 +0%
SWM
1137
SeaCrest Wealth Management
New York
$409K +$87.2K +598 +27%
ECM
1138
Exchange Capital Management
Michigan
$408K -$11.7K -80 -3%
AWAG
1139
ARS Wealth Advisors Group
Florida
$407K -$5.83K -40 -1%
PCS
1140
Private Client Services
Kentucky
$407K +$3.64K +25 +0.9%
IWP
1141
Insight Wealth Partners
Texas
$406K +$110K +758 +37%
SI
1142
Saxon Interests
Texas
$406K +$3.64K +25 +0.9%
CWM
1143
Calamos Wealth Management
Illinois
$405K – – –
FEM
1144
Fulcrum Equity Management
Texas
$404K +$118K +808 +41%
CFO
1145
CVA Family Office
Colorado
$402K – – –
GWA
1146
Geometric Wealth Advisors
District of Columbia
$400K +$400K +2,745 New
BC
1147
Belmont Capital
California
$400K -$8.02K -55 -2%
BBPWM
1148
Blue Bell Private Wealth Management
Pennsylvania
$398K -$25.2K -173 -6%
MWM
1149
Modera Wealth Management
New Jersey
$398K -$15.5K -106 -4%
PFP
1150
Paragon Financial Partners
California
$397K +$292 +2 +0.1%
44 45
46
47 48