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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.

Holders
1,654
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
24.06%
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
1
Two Sigma Investments
New York
$226M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$172M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$162M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$115M
5
Ameriprise
5
Ameriprise
Minnesota
$518M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$5.59B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.61B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$180M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$903M
Name Market Value Shares Shares
Change 		Shares
Change %
PCP
176
Perbak Capital Partners
United Kingdom
$13.1M 89,808 +89,808 New
AI
177
Atria Investments
North Carolina
$12.9M 88,673 -27,834 -24%
OAM
178
Oppenheimer Asset Management
New York
$12.7M 86,820 -6,564 -7%
AAIM
179
Asset Advisors Investment Management
Georgia
$12.5M 85,947 +26,948 +46%
WAS
180
WESPAC Advisors SoCal
California
$12.4M 85,290 +52,495 +160%
ASN
181
Advisory Services Network
Georgia
$12.4M 85,170 +1,853 +2%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$12.3M 84,712 -6,288 -7%
ACA
183
Aspire Capital Advisors
Washington
$12.3M 84,412 -8,959 -10%
WA
184
WBH Advisory
Maryland
$12.3M 84,156 -2,511 -3%
JGC
185
J. Goldman & Co
New York
$12.3M 84,091 +80,834 +2,482%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$12.2M 83,908 -7,946 -9%
KA
187
Kozak & Associates
Colorado
$12.2M 85,217 +12,516 +17%
JWCA
188
J.W. Cole Advisors
Florida
$12.2M 83,734 +3,019 +4%
WHG
189
Westwood Holdings Group
Texas
$12.2M 83,550 +83,550 New
MWPCG
190
Measured Wealth Private Client Group
New Hampshire
$12M 82,094 +3,769 +5%
LFS
191
Legacy Financial Strategies
Kansas
$11.9M 82,979 +4,350 +6%
HNW
192
High Note Wealth
Minnesota
$11.9M 81,312 -2,335 -3%
WG
193
Winton Group
United Kingdom
$11.8M 81,039 +81,039 New
LRWA
194
Long Run Wealth Advisors
New York
$11.7M 80,535 -4,997 -6%
CIC
195
Carnegie Investment Counsel
Ohio
$11.7M 80,143 +1,290 +2%
Macquarie Group
196
Macquarie Group
Australia
$11.6M 79,357 +64,305 +427%
EWA
197
Evolution Wealth Advisors
Florida
$11.5M 78,562 +3,523 +5%
AT
198
Arvest Trust
Oklahoma
$11.4M 78,289 +921 +1%
SPIA
199
Steward Partners Investment Advisory
New York
$11.3M 77,854 -3,213 -4%
VA
200
Valmark Advisers
Ohio
$11.3M 77,758 +6,329 +9%
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