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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 %
CA
1226
Cornerstone Advisory
Maryland
$319K +$18.9K +130 +6%
MPCA
1227
Madison Park Capital Advisors
Washington
$317K -$6.67M -45,800 -95%
MWS
1228
Maxwell Wealth Strategies
California
$317K – – –
PWM
1229
PBMares Wealth Management
Virginia
$317K – – –
ZF
1230
Zega Financial
Florida
$315K -$641K -4,396 -67%
HWA
1231
HCR Wealth Advisors
California
$314K +$52.9K +363 +20%
CAM
1232
Carret Asset Management
New York
$314K – – –
MW
1233
Members Wealth
Pennsylvania
$313K +$313K +2,317 New
SFG
1234
SNS Financial Group
Minnesota
$313K – – –
BDF
1235
Black Diamond Financial
Maryland
$312K +$70.1K +481 +29%
ACP
1236
Aviance Capital Partners
Florida
$310K -$234K -1,606 -43%
TAM
1237
Titleist Asset Management
Texas
$310K -$6.12K -42 -2%
SW
1238
StrongBox Wealth
Missouri
$310K +$38.3K +263 +14%
PCMC
1239
Paragon Capital Management (Colorado)
Colorado
$309K – – –
HAM
1240
Harmony Asset Management
Arizona
$309K +$17.1K +117 +6%
AWCI
1241
Alpine Woods Capital Investors
New York
$309K – – –
MCA
1242
Magnolia Capital Advisors
Mississippi
$308K -$736K -5,052 -71%
KWA
1243
Kellett Wealth Advisors
Ohio
$308K -$6.17M -42,329 -95%
PMSA
1244
Patrick M. Sweeney & Associates
Illinois
$307K – – –
WAM
1245
WealthTrust Asset Management
Florida
$305K -$10.5K -72 -3%
AWA
1246
Amplius Wealth Advisors
Pennsylvania
$304K +$45.3K +311 +18%
RIS
1247
Retirement Income Solutions
Michigan
$304K -$100K -687 -25%
SFB
1248
STAR Financial Bank
Indiana
$304K +$3.64K +25 +1%
SCP
1249
Sandhill Capital Partners
New York
$303K – – –
CWA
1250
Choice Wealth Advisors
Maine
$303K +$6.27K +43 +2%
48 49
50
51 52