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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 %
SAM
1301
Silvercrest Asset Management
New York
$276K +$70.3K +482 +34%
VWM
1302
Vigilare Wealth Management
Arizona
$276K -$23.8K -163 -8%
FCM
1303
Firestone Capital Management
Florida
$275K -$14.3K -98 -5%
CRC
1304
Curi RMB Capital
Illinois
$275K -$43.7K -300 -14%
FLII
1305
First Long Island Investors
New York
$274K – – –
BIA
1306
Benchmark Investment Advisors
Illinois
$273K -$33.5K -230 -11%
GC
1307
Garde Capital
Washington
$273K – – –
WA
1308
WealthTrust Axiom
Pennsylvania
$273K – – –
NEWAS
1309
N.E.W. Advisory Services
Wisconsin
$272K +$17.8K +122 +7%
TAM
1310
Townsend Asset Management
North Carolina
$272K +$1.02K +7 +0.4%
GSIAS
1311
Garden State Investment Advisory Services
New Jersey
$272K -$18.5K -127 -6%
PWSG
1312
Pacific Wealth Strategies Group
California
$271K +$33.5K +230 +14%
CFA
1313
Capstone Financial Advisors
Illinois
$270K +$41.4K +284 +18%
CB
1314
Cadence Bank
Mississippi
$270K – – –
WLIM
1315
White Lighthouse Investment Management
Massachusetts
$270K – – –
WSFS
1316
Wilmington Savings Fund Society
Delaware
$269K +$64.3K +441 +31%
PWM
1317
Penobscot Wealth Management
Maine
$269K -$13.7K -95 -5%
PG
1318
Prostatis Group
Maryland
$267K -$76.2K -523 -22%
CGA
1319
Crescent Grove Advisors
Illinois
$267K – – –
B
1320
Bensler
Washington
$267K +$58.7K +403 +28%
EM
1321
ELCO Management
New York
$265K – – –
JFA
1322
JNBA Financial Advisors
Minnesota
$264K -$6.27K -43 -2%
CWM
1323
Cahaba Wealth Management
Georgia
$264K +$146 +1 +0.1%
ECM
1324
Evergreen Capital Management
Washington
$262K +$2.48K +17 +1%
TYCC
1325
Texas Yale Capital Corp
Florida
$262K +$27.8K +191 +12%
51 52
53
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