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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 %
NRG
1376
Nemes Rush Group
Michigan
$233K -$162K -1,110 -41%
SWP
1377
Strategic Wealth Partners
Ohio
$232K -$23.5K -161 -9%
RRCM
1378
Rappaport Reiches Capital Management
Illinois
$231K +$15K +103 +7%
RA
1379
Rise Advisors
New York
$230K +$192K +1,319 +503%
CFC
1380
Coyle Financial Counsel
Illinois
$230K – – –
CAWM
1381
Capital Advisors Wealth Management
Washington
$230K -$54.8K -376 -19%
CT
1382
Colonial Trust
South Carolina
$230K – – –
OAS
1383
Optivise Advisory Services
Tennessee
$228K +$228K +1,567 New
OWM
1384
OneAscent Wealth Management
Alabama
$228K -$527K -3,620 -70%
LCGC
1385
Legacy Capital Group California
California
$225K +$225K +1,543 New
SFM
1386
Stack Financial Management
Montana
$224K -$58.6K -402 -21%
TP
1387
Tranquility Partners
Tennessee
$224K -$10.9K -75 -5%
GFP
1388
Gryphon Financial Partners
Ohio
$221K +$221K +1,519 New
GPW
1389
Gray Private Wealth
Massachusetts
$221K – – –
1WA
1390
180 Wealth Advisors
Washington
$220K +$10.6K +72 +5%
WA
1391
Wealth Architects
California
$220K -$24.6K -169 -10%
TWM
1392
TriaGen Wealth Management
California
$219K – – –
1SB
1393
1ST Source Bank
Indiana
$219K -$1.46K -10 -0.7%
GGS
1394
Galvin Gaustad & Stein
Arizona
$219K +$12.8K +88 +6%
SFG
1395
Snider Financial Group
Washington
$217K +$217K +1,487 New
KFSC
1396
Keystone Financial Services (Colorado)
Colorado
$216K – – –
CB
1397
Chris Bulman
California
$215K +$215K +1,478 New
ADL
1398
Asset Dedication LLC
California
$215K +$29.7K +204 +16%
CA
1399
CGN Advisors
Kansas
$215K +$215K +1,473 New
PWLP
1400
Prio Wealth Limited Partnership
Massachusetts
$214K +$1.46K +10 +0.7%
54 55
56
57 58