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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 %
SIM
1151
Sterling Investment Management
Arizona
$396K -$67K -460 -14%
KWS
1152
Keystone Wealth Services
California
$396K -$57.7K -396 -13%
FPB
1153
First PREMIER Bank
South Dakota
$395K -$729 -5 -0.2%
KFS
1154
Kaizen Financial Strategies
California
$395K -$146K -970 -27%
KIG
1155
Kowal Investment Group
Wisconsin
$395K +$9.91K +68 +3%
SCM
1156
Sebold Capital Management
Illinois
$394K +$104K +715 +36%
NMM
1157
Naples Money Management
Florida
$393K +$25.4K +175 +7%
BFPW
1158
BOK Financial Private Wealth
Colorado
$393K -$44.9K -308 -10%
NCM
1159
NCM Capital Management
New Jersey
$391K – – –
MPWT
1160
MassMutual Private Wealth & Trust
Connecticut
$391K +$140K +960 +56%
WCM
1161
Whitener Capital Management
North Carolina
$386K +$31.5K +216 +9%
1WM
1162
1900 Wealth Management
Texas
$385K -$19.7K -135 -5%
AWA
1163
Alta Wealth Advisors
Massachusetts
$385K -$19.5K -134 -5%
RZH
1164
Relyea Zuckerberg Hanson
Connecticut
$383K – – –
SFS
1165
Symphony Financial Services
Ohio
$382K +$382K +2,437 New
LA
1166
LexAurum Advisors
Kansas
$381K +$3.21K +22 +0.8%
CTA
1167
Colonial Trust Advisors
South Carolina
$381K -$37.8K -259 -9%
CWP
1168
Core Wealth Partners
California
$381K +$1.02K +7 +0.3%
SFC
1169
Strategic Financial Concepts
Texas
$378K +$372K +492,683 +6,733%
NC
1170
NovaPoint Capital
Georgia
$375K -$9.33K -64 -2%
LIP
1171
Lighthouse Investment Partners
Florida
$373K +$373K +2,561 New
WTC
1172
WhitTier Trust Company
Nevada
$373K – – –
CHC
1173
City Holding Co
West Virginia
$369K -$18.5K -127 -5%
TVAMP
1174
Tennessee Valley Asset Management Partners
Tennessee
$368K +$62.4K +428 +20%
PBK
1175
Peoples Bank (Kansas)
Kansas
$368K – – –
45 46
47
48 49