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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 %
BFWA
201
Benchmark Financial Wealth Advisors
Florida
$11.3M 77,676 +5,703 +8%
GEM
202
Global Endowment Management
North Carolina
$11.2M 77,171 -56,300 -42%
CC
203
Callan Capital
California
$11.2M 76,568 -767 -1%
ATPW
204
Ashton Thomas Private Wealth
Arizona
$11.1M 76,105 -28,094 -27%
FFG
205
Frisch Financial Group
New York
$11M 75,224 +1,189 +2%
FTS
206
Fifth Third Securities
Ohio
$10.9M 75,032 -1,373 -2%
FWM
207
Focused Wealth Management
New York
$10.9M 74,941 +3,043 +4%
PIN
208
Prudent Investors Network
California
$10.9M 74,883 +2,639 +4%
AA
209
AlphaMark Advisors
Kentucky
$10.8M 74,381 -2,005 -3%
Pathstone Holdings
210
Pathstone Holdings
New Jersey
$10.8M 74,001 -4,632 -6%
TAM
211
Tocqueville Asset Management
New York
$10.7M 73,601 – –
RA
212
RFG Advisory
Alabama
$10.7M 73,483 +4,011 +6%
CFGS
213
Concourse Financial Group Securities
Alabama
$10.7M 73,481 +5,996 +9%
A
214
Allianz
Germany
$10.7M 73,371 – –
HWA
215
Hilltop Wealth Advisors
North Carolina
$10.7M 73,155 -276 -0.4%
GIA
216
Gladstone Institutional Advisory
Florida
$10.6M 72,761 +17,162 +31%
RRA
217
Round Rock Advisors
Connecticut
$10.6M 72,652 +2,356 +3%
DS
218
DRW Securities
Illinois
$10.6M 72,433 +43,639 +152%
PPWP
219
Proquility Private Wealth Partners
Nevada
$10.5M 71,774 +483 +0.7%
CM
220
Castleark Management
Illinois
$10.4M 71,120 – –
TFCP
221
Twin Focus Capital Partners
Massachusetts
$10.4M 71,022 +1,268 +2%
FFS
222
Founders Financial Securities
Maryland
$10.3M 70,654 +11,312 +19%
HPC
223
Hobart Private Capital
North Carolina
$10.1M 69,528 -71 -0.1%
IWC
224
Integrated Wealth Concepts
Massachusetts
$10.1M 69,397 -5,696 -8%
TS
225
Tamar Securities
California
$10.1M 69,383 +2,113 +3%
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