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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 %
SFC
1426
SYM Financial Corp
Indiana
$202K – – –
FCAS
1427
First Command Advisory Services
Texas
$200K -$22K -151 -10%
CHA
1428
Carmichael Hill & Associates
Maryland
$196K – – –
FCA
1429
FinTrust Capital Advisors
South Carolina
$193K -$9.04K -62 -4%
PI
1430
PEAK6 Investments
Illinois
$192K +$192K +1,320 New
BAM
1431
Byrne Asset Management
New Jersey
$190K -$1.02K -7 -0.5%
FRA
1432
Front Row Advisors
California
$188K +$8.01K +55 +4%
MIA
1433
Milestone Investment Advisors
Wisconsin
$187K – – –
PGAM
1434
Princeton Global Asset Management
New Jersey
$178K – – –
SAS
1435
Stelac Advisory Services
New York
$177K +$20.3K +139 +13%
RFA
1436
Register Financial Advisors
Georgia
$175K +$292 +2 +0.2%
WOC
1437
West Oak Capital
California
$173K -$2.92K -20 -2%
FUBT
1438
First United Bank & Trust
Maryland
$173K -$12.7K -87 -7%
TCM
1439
TD Capital Management
Tennessee
$172K – – –
EWP
1440
Elevation Wealth Partners
California
$172K +$291 +2 +0.2%
DI
1441
DAGCO Inc
Ohio
$171K – – –
BCMLT
1442
Beacon Capital Management LLC (Tennessee)
Tennessee
$171K -$9.33K -64 -5%
HPIA
1443
Hamilton Point Investment Advisors
North Carolina
$164K – – –
AFG
1444
Albion Financial Group
Utah
$162K – – –
SWC
1445
Spectrum Wealth Counsel
Indiana
$159K -$5.06M -34,736 -97%
PAI
1446
Pittenger & Anderson Inc
Nebraska
$159K – – –
QPBE
1447
Quintet Private Bank (Europe)
Luxembourg
$153K +$834 +5 +0.5%
HFS
1448
Hantz Financial Services
Michigan
$151K +$151K +1,035 New
TVWM
1449
Tower View Wealth Management
Wisconsin
$149K +$583 +4 +0.4%
TAM
1450
Tucker Asset Management
Colorado
$148K – – –
56 57
58
59 60