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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
1
BNP Paribas Financial Markets
France
$388M
2
Citigroup
2
Citigroup
New York
$374M
3
PF
3
Phoenix Financial
Israel
$252M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$120M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$133M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.73B
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.82M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$208M
5
Charles Schwab
5
Charles Schwab
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$17.2M +$1.36M +9,191 +9%
SG Americas Securities
152
SG Americas Securities
New York
$17M -$2.85M -19,296 -14%
MCWS
153
McKinley Carter Wealth Services
West Virginia
$17M +$1.35M +9,134 +9%
MIM
154
Miller Investment Management
Pennsylvania
$16.8M +$99.3K +672 +0.6%
SC
155
Scotia Capital
Ontario, Canada
$16.7M +$640K +4,334 +4%
GAG
156
GM Advisory Group
New York
$15.7M +$15.4M +104,283 +5,705%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$15.7M +$4.15M +28,113 +36%
KHLMTHM
158
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$15.6M – – –
ATPW
159
Ashton Thomas Private Wealth
Arizona
$15.4M +$4.5M +30,460 +41%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$15.4M -$3.67M -24,840 -19%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$15M +$1.38M +9,371 +10%
RWM
162
Rezny Wealth Management
Florida
$14.7M -$22.9K -155 -0.2%
AIIMS
163
Analyst IMS Investment Management Services
Israel
$14.3M -$31.2K -211 -0.2%
BFIC
164
Bedell Frazier Investment Counselling
California
$14.2M -$293K -1,983 -2%
DWM
165
Dakota Wealth Management
Florida
$14.1M +$780K +5,278 +6%
SCA
166
Stillwater Capital Advisors
Pennsylvania
$13.8M -$122K -827 -0.9%
OAM
167
Oppenheimer Asset Management
New York
$13.8M +$6.95M +47,060 +102%
ACA
168
Aspire Capital Advisors
Washington
$13.8M +$3.66M +24,748 +36%
IWM
169
IHT Wealth Management
Illinois
$13.6M +$12.4K +84 +0.1%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$13.6M +$4.71M +31,879 +53%
Creative Planning
171
Creative Planning
Kansas
$13.5M -$516K -3,496 -4%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$13.4M -$796K -5,391 -6%
GWA
173
Gratus Wealth Advisors
Virginia
$13.3M -$160K -1,158 -1%
PI
174
PineBridge Investments
New York
$12.9M -$965K -6,531 -7%
WA
175
WBH Advisory
Maryland
$12.8M +$778K +5,263 +6%
5 6
7
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