XLV icon

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 %
WSCM
1326
Wellington Shields Capital Management
New York
$261K -$240K -1,650 -48%
TCWM
1327
Total Clarity Wealth Management
Illinois
$257K -$12.1K -83 -4%
WA
1328
Wambolt & Associates
Colorado
$257K +$1.02K +7 +0.4%
DTC
1329
Davidson Trust Company
Washington
$256K – – –
SWM
1330
SilverOak Wealth Management
Minnesota
$255K – – –
RIM
1331
Rockbridge Investment Management
New York
$254K – – –
SFG
1332
Sovereign Financial Group
Connecticut
$254K – – –
PWM
1333
Provident Wealth Management
Tennessee
$254K +$146K +1,000 +135%
SDAM
1334
Shulman DeMeo Asset Management
New York
$253K – – –
PAA
1335
Peregrine Asset Advisers
Oregon
$253K – – –
CA
1336
Continuum Advisory
Idaho
$252K -$83.8K -575 -25%
SAM
1337
Secure Asset Management
Michigan
$252K +$252K +1,726 New
SAM
1338
Seelaus Asset Management
New Jersey
$252K -$43.7K -300 -15%
MA
1339
MCF Advisors
Kentucky
$250K +$146 +1 +0.1%
TPW
1340
TL Private Wealth
Texas
$250K +$749 +5 +0.3%
BWM
1341
BNC Wealth Management
Oregon
$249K -$545K -3,737 -69%
OPCM
1342
Osborne Partners Capital Management
California
$249K -$5.1K -35 -2%
IIA
1343
IPG Investment Advisors
California
$249K – – –
BPFA
1344
Barnes Pettey Financial Advisors
Mississippi
$248K +$1.46K +10 +0.6%
CAM
1345
Councilmark Asset Management
Tennessee
$248K – – –
MMG
1346
Monetary Management Group
Missouri
$248K +$36.4K +250 +17%
TCWA
1347
Turtle Creek Wealth Advisors
Texas
$247K -$5.05M -34,649 -95%
CCG
1348
Coastwise Capital Group
California
$246K +$729 +5 +0.3%
BFA
1349
Beacon Financial Advisory
Ohio
$245K +$245K +1,680 New
CC
1350
Chicago Capital
Illinois
$244K – – –
52 53
54
55 56