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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,457 hedge funds and large institutions have $27.8B invested in Health Care Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 626 increasing their positions, 461 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
+25
Holders Change %
+1.75%
% of All Funds
24.64%
Holding in Top 10
124
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+18.1%
% of All Funds
2.1%
New
143
Increased
626
Reduced
461
Closed
100
Calls
$1.22B
Puts
$1.65B
Net Calls
-$432M
Net Calls Change
+$288M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.5B
2
Bessemer Group
Bessemer Group
New Jersey
$721M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43B
4
WA
WestEnd Advisors
North Carolina
$390M
5
Wells Fargo
Wells Fargo
California
$956M

Top Sellers

1
Barclays
Barclays
United Kingdom
$12.2M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$183M
3
TC
Tairen Capital
Hong Kong
$0
4
AWA
Aaron Wealth Advisors
Illinois
$1.28M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
1201
McDonald Partners
Ohio
$218K +$769 +6 +0.4%
CSPIA
1202
Cary Street Partners Investment Advisory
Virginia
$217K +$217K +1,695 New
KW
1203
KWB Wealth
California
$215K +$215K +1,674 New
PWM
1204
PBMares Wealth Management
Virginia
$214K -$55.5K -432 -21%
SDWIA
1205
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K – – –
CA
1206
Carson Advisory
Georgia
$214K +$214K +1,666 New
1WA
1207
180 Wealth Advisors
Washington
$213K – – –
TVAMP
1208
Tennessee Valley Asset Management Partners
Tennessee
$213K +$213K +1,660 New
VFA
1209
Valeo Financial Advisors
Indiana
$212K -$1.1M -8,596 -84%
JFA
1210
JNBA Financial Advisors
Minnesota
$212K – – –
CWM
1211
Cahaba Wealth Management
Georgia
$212K +$895 +7 +0.4%
SFG
1212
SNS Financial Group
Minnesota
$211K -$8.46K -66 -4%
CCMG
1213
Clark Capital Management Group
Pennsylvania
$209K +$209K +1,632 New
BP
1214
Ballentine Partners
Massachusetts
$209K +$209K +1,633 New
BTI
1215
Blue Trust Inc
Georgia
$208K +$208K +1,518 New
SAF
1216
Smith Anglin Financial
Texas
$208K +$208K +1,619 New
MA
1217
Momentum Advisors
New York
$207K +$207K +1,612 New
CCM
1218
Crossvault Capital Management
Texas
$206K -$10.9K -85 -5%
B
1219
Bellecapital
Switzerland
$205K -$8.61K -67 -4%
FNBSF
1220
First National Bank Sioux Falls
South Dakota
$205K – – –
CCM
1221
Coldstream Capital Management
Washington
$205K +$205K +1,595 New
SFPG
1222
Stonebridge Financial Planning Group
Florida
$205K +$205K +1,599 New
FNBOSM
1223
First National Bank of South Miami
Florida
$204K – – –
CP
1224
Corbenic Partners
Pennsylvania
$200K – – –
TC
1225
Trilogy Capital
California
$200K +$200K +1,561 New
47 48
49
50 51