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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
24.04%
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
$388M
2
Citigroup
Citigroup
New York
$374M
3
PF
Phoenix Financial
Israel
$252M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$120M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.73B
2
GBWM
Granite Bay Wealth Management
New Hampshire
$1.82M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
Bessemer Group
Bessemer Group
New Jersey
$208M
5
Charles Schwab
Charles Schwab
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
1676
Anderson Hoagland & Co
Missouri
– -$2.26M -16,175 Closed
KA
1677
Kovack Advisors
Florida
– -$2.15M -15,741 Closed
ORAM
1678
One River Asset Management
Connecticut
– -$1.89M -13,885 Closed
JF
1679
Jump Financial
Illinois
– -$1.73M -12,719 Closed
WI
1680
WBI Investments
New Jersey
– -$1.73M -12,687 Closed
CWI
1681
Conscious Wealth Investments
Florida
– -$1.61M -11,628 Closed
SAG
1682
SageView Advisory Group
California
– -$1.58M -11,244 Closed
BFP
1683
Briaud Financial Planning
Texas
– -$1.51M -11,040 Closed
PMEF
1684
Point72 Middle East FZE
United Arab Emirates
– -$1.17M -8,601 Closed
CWP
1685
Curated Wealth Partners
California
– -$1.16M -8,500 Closed
AP
1686
Appleton Partners
Massachusetts
– -$948K -6,948 Closed
SF
1687
Summit Financial
New Jersey
– -$946K -6,938 Closed
CCM
1688
Cox Capital Management
Massachusetts
– -$923K -6,765 Closed
UF
1689
Univest Financial
Pennsylvania
– -$804K -5,892 Closed
PCM
1690
Prana Capital Management
Connecticut
– -$771K -5,652 Closed
AWA
1691
Arete Wealth Advisors
Illinois
– -$759K -5,563 Closed
SSG
1692
Summit Securities Group
New York
– -$750K -5,500 Closed
CG
1693
Corundum Group
Colorado
– -$744K -5,458 Closed
BZWA
1694
Blue Zone Wealth Advisors
California
– -$729K -5,344 Closed
MCB
1695
Morton Community Bank
Illinois
– -$717K -5,261 Closed
EFG
1696
Ehrlich Financial Group
California
– -$695K -5,094 Closed
LLWM
1697
Life Line Wealth Management
California
– -$684K -5,018 Closed
WTG
1698
West Tower Group
Virginia
– -$676K -4,954 Closed
UWS
1699
Unique Wealth Strategies
Illinois
– -$675K -4,946 Closed
AP
1700
Arlington Partners
Alabama
– -$640K -4,693 Closed
66 67
68
69 70