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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 %
BWA
1201
BlueSky Wealth Advisors
North Carolina
$349K +$349K +2,394 New
CAM
1202
Cozad Asset Management
Illinois
$348K – – –
AIM
1203
Aspen Investment Management
Michigan
$346K +$34.1K +234 +11%
CWM
1204
Castle Wealth Management
Florida
$345K +$61.7K +423 +22%
XT
1205
XTX Topco
Cayman Islands
$339K +$8.16K +56 +2%
Luther King Capital Management (LKCM)
1206
Luther King Capital Management (LKCM)
Texas
$339K -$207K – –
Betterment LLC
1207
Betterment LLC
New York
$338K +$584 +4 +0.2%
SC
1208
Solstein Capital
California
$338K -$110K -758 -25%
AWM
1209
Accurate Wealth Management
Florida
$337K +$337K +2,282 New
JFGIW
1210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$336K +$259K +1,778 +336%
AWM
1211
Arista Wealth Management
Nevada
$336K +$336K +2,303 New
EWM
1212
Executive Wealth Management
Michigan
$335K -$6.41K -44 -2%
JWM
1213
JPL Wealth Management
Colorado
$332K -$50.3K -345 -13%
PWP
1214
Precedent Wealth Partners
Texas
$332K – – –
PIMG
1215
Patriot Investment Management Group
Tennessee
$329K +$22.2K +152 +7%
DA
1216
Doliver Advisors
Texas
$328K -$1.46K -10 -0.4%
TPCW
1217
TD Private Client Wealth
New York
$327K -$37K -254 -10%
R
1218
Rebalance
California
$326K +$1.31K +9 +0.4%
LBC
1219
Lowe Brockenbrough & Co
Virginia
$326K +$59.8K +410 +22%
ACP
1220
Aveo Capital Partners
Colorado
$325K +$146 +1 +0%
GHAM
1221
Gilman Hill Asset Management
Connecticut
$324K -$8.75K -60 -3%
PFSC
1222
Peoples Financial Services Corp
Pennsylvania
$324K -$583 -4 -0.2%
TCBWMS
1223
Texas Capital Bank Wealth Management Services
Texas
$322K -$13.8K -95 -4%
WJWM
1224
Williams Jones Wealth Management
New York
$321K -$284K -1,948 -47%
RIA
1225
Richwood Investment Advisors
Ohio
$320K – – –
47 48
49
50 51