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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,416 hedge funds and large institutions have $25.8B invested in Health Care Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 639 increasing their positions, 427 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,416
Holders Change
-41
Holders Change %
-2.81%
% of All Funds
24.49%
Holding in Top 10
120
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.23%
% of All Funds
2.08%
New
95
Increased
639
Reduced
427
Closed
111
Calls
$1.48B
Puts
$2.29B
Net Calls
-$809M
Net Calls Change
-$377M

Top Buyers

1
Barclays
Barclays
United Kingdom
$161M
2
UBS Group
UBS Group
Switzerland
$584M
3
SGDR
SPX Gestao de Recursos
Brazil
$105M
4
Victory Capital Management
Victory Capital Management
Texas
$106M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$672M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$238M
2
MPCL
My Personal CFO LLC
Washington
$306K
3
Goldman Sachs
Goldman Sachs
New York
$839M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
SR
Swiss Re
Switzerland
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
351
Delos Wealth Advisors
Texas
$3.98M +$208K +1,718 +6%
DADC
352
D.A. Davidson & Co
Montana
$3.96M +$2.33M +19,237 +143%
OCPWS
353
One Charles Private Wealth Services
Massachusetts
$3.96M +$278K +2,299 +8%
GT
354
Glenmede Trust
Pennsylvania
$3.95M -$73.9K -610 -2%
ZIMP
355
Zimmermann Investment Management & Planning
Pennsylvania
$3.95M +$1.15M +9,479 +41%
USCWA
356
U.S. Capital Wealth Advisors
Texas
$3.9M -$127K -1,049 -3%
VDI
357
Vaughan David Investments
Illinois
$3.85M -$36.2K -299 -0.9%
LCWP
358
Legacy Capital Wealth Partners
Arkansas
$3.84M +$3.84M +31,733 New
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83M -$779K -6,433 -17%
MWM
360
Meridian Wealth Management
Kentucky
$3.81M -$59K -487 -2%
MYIA
361
Mount Yale Investment Advisors
Colorado
$3.78M +$524K +4,330 +16%
FAIM
362
Financial Advocates Investment Management
Washington
$3.76M -$1.31M -10,886 -26%
MUAMU
363
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.75M -$1.33M -11,000 -26%
CS
364
Comerica Securities
Michigan
$3.75M +$1.96M +16,150 +109%
BFA
365
Benedict Financial Advisors
Georgia
$3.69M +$4.36K +36 +0.1%
SFG
366
StrategIQ Financial Group
Indiana
$3.64M -$127K -1,051 -3%
BO
367
BRR OpCo
Ohio
$3.64M -$411K -3,392 -10%
BP
368
BBR Partners
New York
$3.6M -$84.2K -695 -2%
DJSG
369
D.J. St. Germain
Massachusetts
$3.57M – – –
CWG
370
Crown Wealth Group
North Carolina
$3.56M +$2.01M +16,598 +130%
WIC
371
Woodmont Investment Counsel
Tennessee
$3.56M +$405K +3,341 +13%
ST
372
Sentinel Trust
Texas
$3.55M – – –
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$3.55M +$54.2K +450 +2%
Marshall Wace
374
Marshall Wace
United Kingdom
$3.54M +$2.09M +17,242 +143%
FHA
375
First Horizon Advisors
Tennessee
$3.54M -$66.8K -552 -2%
13 14
15
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