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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,658 hedge funds and large institutions have $30.9B invested in Health Care Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 654 increasing their positions, 599 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+24
Holders Change %
+1.47%
% of All Funds
24.03%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.57%
New
152
Increased
654
Reduced
599
Closed
107
Calls
$1.57B
Puts
$2.02B
Net Calls
-$454M
Net Calls Change
+$165M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$203M
2
Citigroup
Citigroup
New York
+$161M
3
PF
Phoenix Financial
Israel
+$129M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$111M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$96.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.83B
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$1.03B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$234M
4
Bessemer Group
Bessemer Group
New Jersey
-$215M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
1201
MSH Capital Advisors
Arizona
$376K -$31.6K -214 -8%
SHFP
1202
Second Half Financial Partners
Florida
$376K +$376K +2,544 New
SHWM
1203
Smith & Howard Wealth Management
Georgia
$375K -$1.97M -13,343 -84%
NMM
1204
Naples Money Management
Florida
$375K -$2.28M -15,457 -86%
EFMC
1205
Empire Financial Management Company
New York
$373K +$6.06K +41 +2%
PBK
1206
Peoples Bank (Kansas)
Kansas
$373K +$5.17K +35 +1%
ACGA
1207
Atlanta Consulting Group Advisors
Georgia
$372K +$372K +2,519 New
IWA
1208
Icon Wealth Advisors
Texas
$370K +$25.1K +170 +7%
TPCW
1209
TD Private Client Wealth
New York
$369K +$106K +721 +41%
FGAM
1210
Financial Gravity Asset Management
Texas
$369K +$71.4K +487 +24%
SP
1211
Sequent Planning
Nebraska
$363K +$363K +2,459 New
TCOO
1212
Trust Company of Oklahoma
Oklahoma
$363K -$40.9K -277 -10%
RMAM
1213
Raab & Moskowitz Asset Management
New Jersey
$362K -$5.17K -35 -1%
RCS
1214
Retirement Capital Strategies
California
$362K -$543K -3,677 -60%
CWM
1215
C2C Wealth Management
Arizona
$360K – – –
WCM
1216
Whitener Capital Management
North Carolina
$359K +$43.7K +296 +14%
ICM
1217
Intrepid Capital Management
Florida
$358K – – –
WAM
1218
WNY Asset Management
New York
$357K +$60.1K +407 +20%
KBFS
1219
Kohmann Bosshard Financial Services
Ohio
$355K – – –
WSC
1220
Wellington Shields & Co
New York
$355K +$295K +2,000 +500%
FA
1221
Flagstar Advisors
New York
$354K +$38.7K +262 +12%
PP
1222
Prudential plc
United Kingdom
$354K – – –
CAM
1223
Cozad Asset Management
Illinois
$353K – – –
FFG
1224
Fortem Financial Group
California
$352K -$11.1K -75 -3%
TWP
1225
Tyche Wealth Partners
Texas
$352K +$83.5K +565 +31%
47 48
49
50 51