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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 %
TFO
1426
Tarbox Family Office
California
$2K +$2K +12 New
FCG
1427
Financial Connections Group
California
$2K +$2K +16 New
FGAM
1428
Financial Gravity Asset Management
Texas
$1.03K +$148 +101 +17%
AWM
1429
Aspire Wealth Management
Massachusetts
$1K +$1K +4 New
HNWA
1430
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1K +7 New
EWM
1431
Evermay Wealth Management
Virginia
$1K +$1K +10 New
CP
1432
Castleview Partners
Texas
$872 +$872 +122,856 New
SFCL
1433
Strengthening Families & Communities LLC
Massachusetts
$159 +$159 +1,130 New
FFG
1434
Ford Financial Group
California
$114 +$114 +815 New
BBHC
1435
Brown Brothers Harriman & Co
New York
$33 -$60 -425 -65%
Schroder Investment Management Group
1436
Schroder Investment Management Group
United Kingdom
– -$65.9M -517,764 Closed
Squarepoint
1437
Squarepoint
New York
– -$54.3M -426,790 Closed
AS
1438
Altshuler Shaham
Israel
– -$35.8M -404,689 Closed
CAC
1439
Cowen and Company
New York
– -$47.1M -369,986 Closed
GAG
1440
GM Advisory Group
New York
– -$44.9M -353,026 Closed
D.E. Shaw & Co
1441
D.E. Shaw & Co
New York
– -$30.2M -237,389 Closed
HF
1442
HRT Financial
New York
– -$30.1M -236,350 Closed
ADEF
1443
Adams Diversified Equity Fund
Maryland
– -$14.7M -115,400 Closed
BA
1444
Bellwether Advisors
Nebraska
– -$14.6M -114,466 Closed
PC
1445
PointState Capital
New York
– -$10.2M -80,507 Closed
CFA
1446
Camarda Financial Advisors
Florida
– -$9.81M -77,036 Closed
WP
1447
WealthShield Partners
North Carolina
– -$8.53M -66,994 Closed
IPW
1448
IronBridge Private Wealth
Texas
– -$8.23M -64,629 Closed
FSA
1449
Financial Services Advisory
Maryland
– -$7.22M -56,689 Closed
WG
1450
Winton Group
United Kingdom
– -$6.42M -50,451 Closed
56 57
58
59 60