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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,436 hedge funds and large institutions have $27.6B invested in Health Care Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 551 increasing their positions, 405 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+168
Holders Change %
+13.25%
% of All Funds
22.18%
Holding in Top 10
93
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.2%
% of All Funds
1.44%
New
253
Increased
551
Reduced
405
Closed
66
Calls
$2.63B
Puts
$2.2B
Net Calls
+$432M
Net Calls Change
+$97.4M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.56B
2
Morgan Stanley
Morgan Stanley
New York
$1.66B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$496M
4
Bank of America
Bank of America
North Carolina
$5.49B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.44B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$449M
2
Citigroup
Citigroup
New York
$305M
3
UBS Group
UBS Group
Switzerland
$426M
4
Goldman Sachs
Goldman Sachs
New York
$939M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
1376
HC Financial Advisors
California
$17K – – –
JSAM
1377
J. Safra Asset Management
New York
$16K -$62.6K -8,946 -80%
MWM
1378
Mascoma Wealth Management
New Hampshire
$16K – – –
CFFP
1379
Center for Financial Planning
Michigan
$16K – – –
EBA
1380
Eagle Bay Advisors
New York
$16K – – –
RDIA
1381
RE Dickinson Investment Advisors
Iowa
$16K +$16K +113 New
AWM
1382
Avior Wealth Management
Nebraska
$15K -$34.2K -244 -70%
RDFA
1383
Ritter Daniher Financial Advisory
Ohio
$15K – – –
EAM
1384
Eukles Asset Management
Ohio
$15K – – –
MFT
1385
Moisand Fitzgerald Tamayo
Florida
$15K – – –
Optiver Holding
1386
Optiver Holding
Netherlands
$14K +$14K +102 New
FPB
1387
First PREMIER Bank
South Dakota
$13K – – –
BA
1388
Ballast Advisors
Minnesota
$13K – – –
IF
1389
Integrity Financial
Wyoming
$13K +$13K +91 New
KCM
1390
KRS Capital Management
Michigan
$13K +$13K +93 New
GGI
1391
Godsey & Gibb Inc
Virginia
$12K – – –
BC
1392
Belmont Capital
California
$12K +$10K +72 +514%
OHWP
1393
Oak Harbor Wealth Partners
North Carolina
$12K +$12K +82 New
EI
1394
Ellevest Inc
New York
$12K +$12K +87 New
TIM
1395
Tortoise Investment Management
New York
$11K – – –
SIS
1396
Sound Income Strategies
Florida
$11K – – –
PP
1397
PFS Partners
New Jersey
$10.4K +$10.4K +74 New
JWM
1398
Janiczek Wealth Management
Colorado
$10K – – –
SIC
1399
SJS Investment Consulting
Ohio
$10K +$10K +71 New
TFM
1400
TFC Financial Management
Massachusetts
$10K +$10K +73 New
54 55
56
57 58