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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.

Holders
1,654
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
24.06%
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
1
Two Sigma Investments
New York
$226M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$172M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$162M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$115M
5
Ameriprise
5
Ameriprise
Minnesota
$518M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$5.59B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.61B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$180M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$903M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$29.2M 200,022 +1,054 +0.5%
MCM
102
MAI Capital Management
Ohio
$29.1M 199,923 +705 +0.4%
EH
103
Equitable Holdings
New York
$29M 198,802 +65,627 +49%
SWM
104
Spire Wealth Management
Virginia
$28.4M 194,982 -17,217 -8%
TF
105
Trek Financial
Arizona
$27.5M 188,886 -10,837 -5%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$27.4M 188,323 +3,922 +2%
APF
107
Alaska Permanent Fund
Alaska
$27.3M 182,446 +103,000 +130%
CI
108
Clal Insurance
Israel
$27.2M 186,500 -223,500 -55%
Prudential Financial
109
Prudential Financial
New Jersey
$26.5M 182,141 -428,885 -70%
AWS
110
Atria Wealth Solutions
New York
$26.4M 180,999 +14,621 +9%
YLHM
111
Yelin Lapidot Holdings Management
Israel
$26.3M 180,399 – –
GLLW
112
Graves Light Lenhart Wealth
Virginia
$25.8M 177,798 +901 +0.5%
SAM
113
SP Asset Management
California
$25.7M 176,266 -710 -0.4%
SG Americas Securities
114
SG Americas Securities
New York
$25.6M 175,314 +60,103 +52%
KAS
115
Kestra Advisory Services
Texas
$25M 171,464 -12,725 -7%
FIA
116
Foundations Investment Advisors
Arizona
$24.9M 170,959 -117,452 -41%
BWM
117
Biltmore Wealth Management
Arizona
$24.3M 166,382 +3,323 +2%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$23.8M 163,592 +61,901 +61%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$22.6M 154,931 -6,828 -4%
AFA
120
American Financial Advisors
Georgia
$22.6M 154,925 +11,559 +8%
CAM
121
Cresset Asset Management
Illinois
$22.6M 154,770 -5,033 -3%
JFG
122
Jefferies Financial Group
New York
$22.3M 152,792 +22,816 +18%
TAS
123
TIFF Advisory Services
Pennsylvania
$21.8M 149,621 -136,960 -48%
FIB
124
First Interstate Bank
Montana
$21.6M 148,114 -8,388 -5%
BHWM
125
Bar Harbor Wealth Management
New Hampshire
$21.5M 147,176 -3,916 -3%
3 4
5
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