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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 %
Financial Engines Advisors
1276
Financial Engines Advisors
California
$287K +$287K +1,968 New
SP
1277
Successful Portfolios
Florida
$287K – – –
MWM
1278
Maltin Wealth Management
New Jersey
$286K +$1.02K +7 +0.4%
PMFA
1279
Plante Moran Financial Advisors
Michigan
$286K +$11.2K +77 +4%
RBC
1280
Romano Brothers & Co
Illinois
$286K -$2.92K -20 -1%
CRWM
1281
Castle Rock Wealth Management
California
$285K -$7.54K -52 -3%
CC
1282
Cornerstone Capital
California
$285K -$796K -5,460 -74%
BG
1283
Bollard Group
Massachusetts
$284K +$1.02K +7 +0.4%
BWM
1284
Bulltick Wealth Management
Florida
$284K -$353K -2,420 -55%
TFF
1285
The Family Firm
Maryland
$284K +$1.02K +7 +0.4%
AWA
1286
Acorn Wealth Advisors
Michigan
$283K +$875 +6 +0.3%
FAT
1287
First American Trust
California
$282K +$8.31K +57 +3%
3F
1288
360 Financial
Minnesota
$282K -$44.3K -304 -14%
TWCA
1289
Two West Capital Advisors
Kansas
$281K +$281K +1,926 New
CKAIS
1290
Christensen King & Associates Investment Services
Washington
$280K -$38.5K -264 -12%
JWM
1291
Janiczek Wealth Management
Colorado
$280K – – –
DWP
1292
Destiny Wealth Partners
Florida
$279K -$38.9K -267 -12%
EFG
1293
Ethos Financial Group
Pennsylvania
$278K – – –
Man Group
1294
Man Group
United Kingdom
$278K +$197K +1,351 +243%
CW
1295
CIC Wealth
Maryland
$278K +$59K +405 +27%
ATFA
1296
All Terrain Financial Advisors
Minnesota
$277K – – –
NFSG
1297
Newbridge Financial Services Group
Florida
$276K -$230K -1,580 -45%
AGM
1298
Alpine Global Management
New York
$276K -$651K -4,465 -70%
TCM
1299
Traynor Capital Management
Pennsylvania
$276K -$291 -2 -0.1%
AGP
1300
Autumn Glory Partners
Texas
$276K +$26.5K +182 +11%
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