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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 %
CFO
1251
Collective Family Office
Pennsylvania
$302K – – –
COCM
1252
Charter Oak Capital Management
New Hampshire
$301K -$15K -103 -5%
IA
1253
Inspire Advisors
Idaho
$301K +$301K +2,065 New
HH
1254
HWG Holdings
Texas
$300K +$300K +2,058 New
SEP
1255
Southland Equity Partners
Missouri
$300K -$30.5K -209 -9%
GSEP
1256
Golden State Equity Partners
California
$300K +$300K +2,056 New
KIA
1257
Kraematon Investment Advisors
Massachusetts
$299K +$437 +3 +0.1%
FFA
1258
First Foundation Advisors
California
$299K +$7K +48 +2%
SA
1259
SpiderRock Advisors
Delaware
$298K -$24.3K -167 -8%
G
1260
Gainplan
Michigan
$296K +$94.6K +649 +47%
HWMO
1261
Heritage Wealth Management (Ohio)
Ohio
$296K +$296K +2,049 New
BPCE
1262
Bank Pictet & Cie (Europe)
Germany
$296K – – –
NSIM
1263
North Star Investment Management
Illinois
$296K -$6.41K -44 -2%
NCM
1264
Novare Capital Management
North Carolina
$295K -$34.5K -237 -10%
CWG
1265
Crown Wealth Group
North Carolina
$295K -$6.27K -43 -2%
Walleye Capital
1266
Walleye Capital
New York
$293K -$217K -1,488 -43%
KFI
1267
Key Financial Inc
Pennsylvania
$293K +$14.7K +101 +5%
CC
1268
Cypress Capital
Tennessee
$293K -$406K -2,787 -58%
MIA
1269
MainStreet Investment Advisors
Illinois
$293K +$76.8K +527 +36%
ACA
1270
Affinity Capital Advisors
California
$292K -$113K -776 -28%
FFA
1271
Founders Financial Alliance
North Carolina
$292K +$58.7K +403 +25%
ISB
1272
Iowa State Bank
Iowa
$292K – – –
TWP
1273
TFO Wealth Partners
Ohio
$289K +$289K +1,983 New
SHWM
1274
Smith & Howard Wealth Management
Georgia
$289K -$81.8K -561 -22%
GWM
1275
GSB Wealth Management
Connecticut
$288K +$37.2K +255 +15%
49 50
51
52 53