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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,721 hedge funds and large institutions have $30.6B invested in Health Care Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 670 increasing their positions, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+67
Holders Change %
+4.05%
% of All Funds
24.9%
Holding in Top 10
113
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.6%
% of All Funds
1.63%
New
155
Increased
670
Reduced
614
Closed
68
Calls
$1.98B
Puts
$2.66B
Net Calls
-$685M
Net Calls Change
-$370M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.01B
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$336M
5
Morgan Stanley
Morgan Stanley
New York
$1.85B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.66B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.9M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
Citigroup
Citigroup
New York
$199M
5
Charles Schwab
Charles Schwab
California
$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
276
Constitution Capital
Connecticut
$8.31M +$223K +1,451 +3%
GSWM
277
Greenup Street Wealth Management
Michigan
$8.31M +$406K +2,634 +5%
PCIA
278
Prime Capital Investment Advisors
Kansas
$8.28M -$118K -767 -1%
FSA
279
Financial Services Advisory
Maryland
$8.25M +$8.25M +53,545 New
PNAA
280
Pictet North America Advisors
Switzerland
$8.19M +$15.1K +98 +0.2%
5SA
281
5th Street Advisors
Connecticut
$8.19M +$130K +845 +2%
EFG
282
Embree Financial Group
Illinois
$8.14M +$61.8K +401 +0.8%
AA
283
Axiom Advisory
California
$8.14M +$4.14M +27,256 +103%
IAN
284
Integrated Advisors Network
Texas
$8.14M +$222K +1,443 +3%
AAS
285
Annex Advisory Services
Wisconsin
$8.11M -$251K -1,630 -3%
TCA
286
Transcend Capital Advisors
New Jersey
$8.1M -$832K -5,400 -9%
AI
287
Arvest Investments
Arkansas
$8.01M -$512K -3,327 -6%
PP
288
Paloma Partners
Connecticut
$7.99M +$7.99M +51,897 New
FIM
289
Freedom Investment Management
Connecticut
$7.87M -$222K -1,439 -3%
WIC
290
Woodmont Investment Counsel
Tennessee
$7.86M +$218K +1,415 +3%
ST
291
Sabal Trust
Florida
$7.69M +$270K +1,755 +4%
WCM
292
Winthrop Capital Management
Indiana
$7.6M -$520K -3,378 -6%
Jones Financial Companies
293
Jones Financial Companies
Missouri
$7.6M +$3.32M +21,696 +78%
KL
294
KWMG LLC
Kansas
$7.56M +$7.56M +49,066 New
FGA
295
Fortis Group Advisors
New Jersey
$7.54M +$6.83M +44,318 +961%
CCM
296
Cullen Capital Management
New York
$7.47M -$27.7M -179,988 -79%
TW
297
TrinityPoint Wealth
Connecticut
$7.45M -$830K -5,390 -10%
SC
298
Sykon Capital
New York
$7.42M -$283K -1,836 -4%
WWM
299
WT Wealth Management
Arizona
$7.41M +$1.23M +8,027 +20%
CPA
300
Capital Planning Advisors
California
$7.29M -$40.4K -262 -0.6%
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