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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,178 hedge funds and large institutions have $19.8B invested in Health Care Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 443 increasing their positions, 444 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+15
Holders Change %
+1.29%
% of All Funds
20.74%
Holding in Top 10
58
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-21.62%
% of All Funds
1.02%
New
117
Increased
443
Reduced
444
Closed
91
Calls
$1.19B
Puts
$1.59B
Net Calls
-$402M
Net Calls Change
+$424M

Top Buyers

1
NAM
Nissay Asset Management
Japan
$413M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$382M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$314M
4
Two Sigma Investments
Two Sigma Investments
New York
$128M
5
Millennium Management
Millennium Management
New York
$150M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Wells Fargo
Wells Fargo
California
$418M
4
UBS Group
UBS Group
Switzerland
$454M
5
Bank of America
Bank of America
North Carolina
$4.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
1151
Vontobel Holding
Switzerland
$9K – – –
HI
1152
Hoey Investments
Pennsylvania
$9K +$9K +75 New
OC
1153
Oakworth Capital
Alabama
$8K -$26.8K -218 -77%
HR
1154
Howe & Rusling
New York
$8K – – –
BWA
1155
BDO Wealth Advisors
Florida
$7K +$7K +62 New
SWM
1156
Selective Wealth Management
Virginia
$6K -$6.12K -52 -50%
PFSC
1157
Peoples Financial Services Corp
Pennsylvania
$6K – – –
FCM
1158
Firestone Capital Management
Florida
$6K – – –
PFBT
1159
Parkside Financial Bank & Trust
Missouri
$6K +$6K +52 New
GP
1160
Greenline Partners
New York
$5K -$222K -1,822 -98%
MFT
1161
Moisand Fitzgerald Tamayo
Florida
$5K – – –
IBOK
1162
Independence Bank of Kentucky
Kentucky
$5K – – –
OFG
1163
Oxford Financial Group
Indiana
$5K +$114 +1 +2%
AWA
1164
Artemis Wealth Advisors
New York
$3.02K -$851K -7,334 -100%
CWA
1165
Clearview Wealth Advisors
Oregon
$3K -$6.68K -49 -69%
MSFP
1166
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
IF
1167
Ironwood Financial
Arizona
$2K – – –
CCC
1168
Crescent Capital Consulting
Louisiana
$2K – – –
RWG
1169
Regal Wealth Group
California
$2K +$118 +1 +6%
MWA
1170
Moser Wealth Advisors
Washington
$2K +$2K +17 New
WAS
1171
Wealth Advisory Solutions
Indiana
$2K +$3 +19 +0.1%
RCG
1172
Rock Creek Group
District of Columbia
$2K +$2K +19 New
MA
1173
MBA Advisors
Pennsylvania
$1.58K +$1.58K +13,614 New
CIA
1174
Cascade Investment Advisors
Oregon
$1.17K +$1.17K +10 New
MRCM
1175
M&R Capital Management
New Jersey
$1K – – –
45 46
47
48 49