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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 %
BCG
1401
Breakwater Capital Group
New Jersey
$223K +$223K +1,509 New
TWM
1402
TriaGen Wealth Management
California
$222K – – –
CW
1403
CIC Wealth
Maryland
$222K – – –
RRCM
1404
Rappaport Reiches Capital Management
Illinois
$219K – – –
SPA
1405
Sentinel Pension Advisors
Massachusetts
$219K +$219K +1,483 New
KFSC
1406
Keystone Financial Services (Colorado)
Colorado
$219K – – –
MIA
1407
MainStreet Investment Advisors
Illinois
$219K – – –
CST
1408
Charles Schwab Trust
Nevada
$218K +$218K +1,474 New
KIG
1409
Kessler Investment Group
Indiana
$217K +$217K +1,467 +48,900%
WB
1410
Webster Bank
Connecticut
$217K +$48.9K +331 +29%
FNBOMD
1411
First National Bank of Mount Dora
Florida
$217K -$5.02K -34 -2%
FTC
1412
Farmers Trust Company
Ohio
$216K -$34.9K -236 -14%
PWLP
1413
Prio Wealth Limited Partnership
Massachusetts
$216K +$216K +1,460 New
MMG
1414
Monetary Management Group
Missouri
$214K -$7.39K -50 -3%
HIA
1415
HTG Investment Advisors
Connecticut
$214K +$214K +1,450 New
RMDI
1416
R.M. Davis Inc
Maine
$214K +$214K +1,450 New
MFG
1417
MidWestOne Financial Group
Iowa
$213K +$213K +1,445 New
First Manhattan
1418
First Manhattan
New York
$212K +$26.6K +180 +14%
MWM
1419
MinichMacGregor Wealth Management
New York
$212K +$212K +1,444 New
KV
1420
Kickstand Ventures
New York
$211K +$211K +1,429 New
B
1421
Bensler
Washington
$211K +$211K +1,426 New
AWM
1422
Accel Wealth Management
Iowa
$210K +$210K +1,424 New
1WA
1423
180 Wealth Advisors
Washington
$210K +$210K +1,424 New
CMAI
1424
Capital Management Associates Inc
Minnesota
$210K +$210K +1,421 New
GF
1425
Gries Financial
Ohio
$210K +$210K +1,419 New
55 56
57
58 59