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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 %
AG
326
AlTi Global
New York
$6.36M -$48.5K -315 -0.8%
HI
327
Horizon Investments
North Carolina
$6.35M -$300K -1,950 -5%
SC
328
Sepio Capital
Utah
$6.3M -$377K -2,448 -6%
HTC
329
Haverford Trust Company
Pennsylvania
$6.24M +$570K +3,703 +10%
PI
330
Pachira Investments
California
$6.24M +$621K +4,035 +11%
BB
331
Busey Bank
Illinois
$6.23M -$8.16K -53 -0.1%
MIC
332
Means Investment Company
Maine
$6.21M +$1.07M +6,947 +21%
BCM
333
Beaumont Capital Management
Massachusetts
$6.21M +$1.96M +12,705 +46%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$6.19M +$307K +1,995 +5%
RSWM
335
Robertson Stephens Wealth Management
California
$6.19M +$856K +5,559 +16%
GB
336
Gunma Bank
Japan
$6.16M +$6.16M +40,000 New
Bank of New York Mellon
337
Bank of New York Mellon
New York
$6.11M +$918K +5,963 +18%
BWM
338
BigSur Wealth Management
Florida
$6.02M +$687K +4,460 +13%
DAM
339
Deltec Asset Management
New York
$5.98M – – –
AWC
340
Adamsbrown Wealth Consultants
Kansas
$5.97M -$4.15M -26,926 -41%
FFL
341
Financial Freedom LLC
Ohio
$5.95M +$351K +2,282 +6%
SW
342
SteelPeak Wealth
California
$5.94M +$3.48M +22,590 +142%
Chevy Chase Trust
343
Chevy Chase Trust
Maryland
$5.92M -$187K -1,215 -3%
MCM
344
MV Capital Management
Maryland
$5.89M -$163K -1,061 -3%
RJT
345
Raymond James Trust
Florida
$5.87M -$352K -2,284 -6%
AF
346
Affiance Financial
Minnesota
$5.79M +$135K +879 +2%
DJSG
347
D.J. St. Germain
Massachusetts
$5.71M +$8.47K +55 +0.1%
ACA
348
Atlas Capital Advisors
Wyoming
$5.69M +$1.62M +10,493 +40%
VRM
349
Vectors Research Management
New York
$5.6M -$23.6K -153 -0.4%
KPWS
350
Kestra Private Wealth Services
Texas
$5.59M +$146K +950 +3%
12 13
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