XLV icon

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 %
FFG
201
Frisch Financial Group
New York
$10.9M -$99.9K -676 -0.9%
Two Sigma Investments
202
Two Sigma Investments
New York
$10.9M -$3.24M -21,940 -23%
TAM
203
Tocqueville Asset Management
New York
$10.9M – – –
HWA
204
Hilltop Wealth Advisors
North Carolina
$10.8M -$168K -1,136 -2%
A
205
Allianz
Germany
$10.8M +$10.8M +73,371 New
TCA
206
Transcend Capital Advisors
New Jersey
$10.8M +$843K +5,706 +8%
PIN
207
Prudent Investors Network
California
$10.7M +$10.7M +72,244 New
BFWA
208
Benchmark Financial Wealth Advisors
Florida
$10.6M +$546K +3,696 +5%
FWM
209
Focused Wealth Management
New York
$10.6M +$504K +3,414 +5%
KA
210
Kozak & Associates
Colorado
$10.6M +$760K +5,204 +8%
GM
211
GeoWealth Management
Illinois
$10.6M -$894K -6,053 -8%
VA
212
Valmark Advisers
Ohio
$10.6M +$2.35M +15,935 +29%
PPWP
213
Proquility Private Wealth Partners
Nevada
$10.5M +$507K +3,432 +5%
CM
214
Castleark Management
Illinois
$10.5M +$10.5M +71,120 New
PP
215
Paloma Partners
Connecticut
$10.4M +$8.57M +58,011 +470%
RRA
216
Round Rock Advisors
Connecticut
$10.4M +$415K +2,806 +4%
ACM
217
Anfield Capital Management
California
$10.4M +$3.23M +21,860 +45%
VIA
218
Vickerman Investment Advisors
Washington
$10.3M +$307K +2,079 +3%
TFCP
219
Twin Focus Capital Partners
Massachusetts
$10.3M +$301K +2,035 +3%
HPC
220
Hobart Private Capital
North Carolina
$10.3M -$27K -183 -0.3%
RA
221
RFG Advisory
Alabama
$10.3M +$1.31M +8,892 +15%
PCOTEOTHU
222
Provident Company of the Employees of the Hebrew University
Israel
$10.2M +$10.2M +69,216 New
FMC
223
First Merchants Corp
Indiana
$10.2M -$588K -3,980 -5%
TW
224
TrinityPoint Wealth
Connecticut
$10.2M +$276K +1,867 +3%
PWP
225
Perfromance Wealth Partners
Illinois
$10.1M +$366K +2,477 +4%
7 8
9
10 11