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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 %
Lido Advisors
176
Lido Advisors
California
$12.7M -$57.8K -391 -0.5%
LRWA
177
Long Run Wealth Advisors
New York
$12.6M +$613K +4,149 +5%
BS
178
Banco Santander
Spain
$12.6M +$5.51M +37,300 +78%
HNW
179
High Note Wealth
Minnesota
$12.4M +$1.05M +7,113 +9%
ASN
180
Advisory Services Network
Georgia
$12.3M +$5.15M +34,851 +72%
PWAC
181
Private Wealth Advisors (California)
California
$12.1M -$614K -4,156 -5%
PI
182
Parkside Investments
Illinois
$12.1M +$66.5K +450 +0.6%
SPIA
183
Steward Partners Investment Advisory
New York
$12M +$905K +6,128 +8%
JWCA
184
J.W. Cole Advisors
Florida
$11.9M -$150K -1,015 -1%
APF
185
Alaska Permanent Fund
Alaska
$11.7M – – –
CIC
186
Carnegie Investment Counsel
Ohio
$11.6M -$315K -2,130 -3%
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$11.6M -$604K -4,088 -5%
LFS
188
Legacy Financial Strategies
Kansas
$11.6M +$151K +1,023 +1%
MWPCG
189
Measured Wealth Private Client Group
New Hampshire
$11.6M +$315K +2,132 +3%
RCP
190
Rothschild Capital Partners
New York
$11.5M – – –
Fidelity International
191
Fidelity International
Bermuda
$11.5M +$7.52M +50,901 +190%
AT
192
Arvest Trust
Oklahoma
$11.4M -$107K -724 -0.9%
CC
193
Callan Capital
California
$11.4M -$277K -1,873 -2%
HIP
194
Harrell Investment Partners
Texas
$11.4M -$966K -6,536 -8%
FTS
195
Fifth Third Securities
Ohio
$11.3M +$169K +1,147 +2%
AA
196
AlphaMark Advisors
Kentucky
$11.3M +$1.17M +7,933 +12%
Chevy Chase Trust
197
Chevy Chase Trust
Maryland
$11.2M -$7.72M -52,248 -41%
IWC
198
Integrated Wealth Concepts
Massachusetts
$11.1M +$2.31M +15,617 +26%
EWA
199
Evolution Wealth Advisors
Florida
$11.1M -$5.44M -36,795 -33%
BRWA
200
B. Riley Wealth Advisors
Florida
$11.1M -$1.24M -9,629 -10%
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