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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
+$513M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$163M
5
Morgan Stanley
Morgan Stanley
New York
+$135M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$238M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$178M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$172M
4
Citigroup
Citigroup
New York
-$142M
5
Charles Schwab
Charles Schwab
California
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
351
Sharper & Granite
California
$5.59M +$1.39K +9 +0%
HH
352
Hilltop Holdings
Texas
$5.52M +$3.41M +22,165 +162%
MFG
353
Magnus Financial Group
New York
$5.52M +$298K +1,938 +6%
KCM
354
Kennicott Capital Management
California
$5.51M +$56.4K +366 +1%
GT
355
Glenmede Trust
Pennsylvania
$5.49M -$174K -1,129 -3%
GHA
356
Granite Harbor Advisors
Texas
$5.46M +$326K +2,119 +6%
TC
357
Trust Company
Kansas
$5.43M +$769K +4,996 +17%
RWMH
358
Riverpoint Wealth Management Holdings
Illinois
$5.43M +$13.7K +89 +0.3%
MA
359
Mutual Advisors
Nebraska
$5.42M -$4.11M -27,537 -43%
SRWM
360
Shira Ridge Wealth Management
California
$5.42M +$152K +988 +3%
PI
361
PineBridge Investments
New York
$5.39M – – –
CWA
362
Continuum Wealth Advisors
New York
$5.37M +$4.92M +31,976 +1,103%
CA
363
CoreCap Advisors
Michigan
$5.35M +$1.81M +11,773 +51%
CCM
364
CAAS Capital Management
New York
$5.31M +$5.31M +34,500 New
WA
365
Waverly Advisors
Alabama
$5.3M -$114K -738 -2%
AAS
366
Asset Allocation Strategies
Michigan
$5.3M -$1.79M -11,653 -25%
DWM
367
Denver Wealth Management
Colorado
$5.3M +$176K +1,140 +3%
AF
368
Allworth Financial
California
$5.26M -$245K -1,592 -4%
FCI
369
Financial Counselors Inc
Kansas
$5.25M +$29.6K +192 +0.6%
AWA
370
Arkadios Wealth Advisors
Georgia
$5.23M +$967K +6,280 +23%
NAG
371
Northstar Advisory Group
New Jersey
$5.19M +$4.24M +27,553 +446%
DWM
372
Darwin Wealth Management
Florida
$5.16M -$705K -4,580 -12%
VWM
373
Venturi Wealth Management
Texas
$5.15M -$321K -2,086 -6%
WC
374
Wexford Capital
Florida
$5.13M +$4.61M +29,907 +880%
HHRDM
375
H&H Retirement Design & Management
Nevada
$5.12M +$194K +1,270 +4%
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15
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