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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,658 hedge funds and large institutions have $30.9B invested in Health Care Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 654 increasing their positions, 599 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+24
Holders Change %
+1.47%
% of All Funds
24.03%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.57%
New
152
Increased
654
Reduced
599
Closed
107
Calls
$1.57B
Puts
$2.02B
Net Calls
-$454M
Net Calls Change
+$165M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$203M
2
Citigroup
Citigroup
New York
+$161M
3
PF
Phoenix Financial
Israel
+$129M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$111M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$96.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.83B
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$1.03B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$234M
4
Bessemer Group
Bessemer Group
New Jersey
-$215M
5
Charles Schwab
Charles Schwab
California
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
1326
Crescent Grove Advisors
Illinois
$270K +$270K +1,830 New
LBC
1327
Lowe Brockenbrough & Co
Virginia
$270K – – –
EM
1328
ELCO Management
New York
$268K -$31K -210 -10%
CWM
1329
Cahaba Wealth Management
Georgia
$267K -$7.54K -51 -3%
CFG
1330
Citizens Financial Group
Rhode Island
$265K +$19.5K +132 +8%
HWA
1331
HCR Wealth Advisors
California
$265K -$23.6K -160 -8%
ECM
1332
Evergreen Capital Management
Washington
$263K +$9.31K +63 +4%
AWA
1333
Amplius Wealth Advisors
Pennsylvania
$262K -$310K -2,098 -54%
FTDI
1334
First Trust Direct Indexing
Massachusetts
$260K – – –
ZIM
1335
Zacks Investment Management
Illinois
$260K +$260K +1,759 New
DTC
1336
Davidson Trust Company
Washington
$259K – – –
SWM
1337
SilverOak Wealth Management
Minnesota
$259K +$259K +1,752 New
WA
1338
Wambolt & Associates
Colorado
$259K -$3.22K -22 -1%
SWP
1339
Strategic Wealth Partners
Ohio
$259K +$40.6K +275 +19%
NEWAS
1340
N.E.W. Advisory Services
Wisconsin
$258K +$29.9K +202 +13%
RIM
1341
Rockbridge Investment Management
New York
$258K – – –
OPCM
1342
Osborne Partners Capital Management
California
$258K -$4.43K -30 -2%
SFG
1343
Sovereign Financial Group
Connecticut
$257K +$3.99K +27 +2%
SDAM
1344
Shulman DeMeo Asset Management
New York
$257K -$83.6K -566 -25%
PAA
1345
Peregrine Asset Advisers
Oregon
$257K +$14.2K +96 +6%
CAMG
1346
CWA Asset Management Group
Florida
$256K -$18.6K -126 -7%
MPWT
1347
MassMutual Private Wealth & Trust
Connecticut
$254K -$59.8K -405 -19%
GWM
1348
GSB Wealth Management
Connecticut
$254K +$19.2K +130 +8%
CLOS
1349
Compagnie Lombard Odier SCmA
Switzerland
$253K -$170K -1,150 -40%
AA
1350
Ancora Advisors
Ohio
$253K -$29.5K -200 -10%
52 53
54
55 56