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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 %
LA
1176
Lifeworks Advisors
Michigan
$366K +$39.4K +270 +12%
MCA
1177
MSH Capital Advisors
Arizona
$366K -$4.66K -32 -1%
WC
1178
Whitney & Co
New York
$365K -$19.4K -133 -5%
EFMC
1179
Empire Financial Management Company
New York
$364K -$4.08K -28 -1%
FTWA
1180
Fifth Third Wealth Advisors
Ohio
$363K +$39.8K +273 +12%
SP
1181
Sequent Planning
Nebraska
$363K +$6.67K +46 +2%
FA
1182
Flagstar Advisors
New York
$362K +$12.7K +87 +4%
CWS
1183
Confluence Wealth Services
Pennsylvania
$361K +$361K +2,480 New
MWM
1184
Modern Wealth Management
Kansas
$360K +$360K +2,467 New
PWG
1185
Private Wealth Group
Florida
$358K -$39.1K -268 -10%
TCOO
1186
Trust Company of Oklahoma
Oklahoma
$358K – – –
RMAM
1187
Raab & Moskowitz Asset Management
New Jersey
$358K – – –
RCS
1188
Retirement Capital Strategies
California
$357K – – –
OBWG
1189
Onyx Bridge Wealth Group
New York
$357K +$1.9K +13 +0.5%
HCM
1190
Howland Capital Management
Massachusetts
$356K +$24.8K +170 +7%
CWM
1191
C2C Wealth Management
Arizona
$355K – – –
SWA
1192
Strategies Wealth Advisors
Michigan
$355K +$15K +103 +4%
ICM
1193
Intrepid Capital Management
Florida
$353K – – –
ZIM
1194
Zacks Investment Management
Illinois
$353K +$96.6K +663 +38%
WAM
1195
WNY Asset Management
New York
$352K – – –
CFG
1196
Carr Financial Group
Massachusetts
$352K -$39.2K -269 -10%
FFG
1197
Fortem Financial Group
California
$350K +$2.77K +19 +0.8%
AA
1198
Addison Advisors
Vermont
$350K +$10.9K +75 +3%
KBFS
1199
Kohmann Bosshard Financial Services
Ohio
$350K – – –
PP
1200
Prudential plc
United Kingdom
$350K – – –
46 47
48
49 50