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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 %
FFS
426
Founders Financial Securities
Maryland
$2.75M -$329K -2,717 -11%
CAC
427
Certified Advisory Corp
Florida
$2.75M -$17.6K -145 -0.6%
MA
428
MBA Advisors
Pennsylvania
$2.71M +$603K +4,977 +29%
FNBOH
429
First National Bank of Hutchinson
Kansas
$2.7M – – –
M&T Bank
430
M&T Bank
New York
$2.67M -$61K -504 -2%
ACA
431
Atlas Capital Advisors
Wyoming
$2.66M -$2.41M -19,892 -48%
SF
432
Synovus Financial
Georgia
$2.63M -$99.8K -824 -4%
WAM
433
Weatherly Asset Management
California
$2.63M – – –
AFA
434
American Financial Advisors
Georgia
$2.63M +$69.6K +575 +3%
GWSG
435
GPS Wealth Strategies Group
Colorado
$2.62M +$391K +3,228 +18%
C
436
Certuity
Florida
$2.62M +$187K +1,545 +8%
MW
437
MBL Wealth
North Carolina
$2.62M +$238K +1,969 +10%
MS
438
Maven Securities
Jersey
$2.59M +$2.31M +19,047 +809%
LG
439
Leuthold Group
Minnesota
$2.59M +$1.37M +11,329 +113%
TW
440
Transform Wealth
Colorado
$2.56M -$107K -887 -4%
CH
441
Canton Hathaway
Rhode Island
$2.55M -$61.5K -508 -2%
MSAM
442
Moloney Securities Asset Management
Missouri
$2.55M +$61.4K +507 +2%
MCM
443
Magnolia Capital Management
New York
$2.52M – – –
BDWCC
444
B&D White Capital Company
Texas
$2.52M +$61.6K +509 +3%
SIC
445
Salem Investment Counselors
North Carolina
$2.5M +$48.7K +402 +2%
OAM
446
Occidental Asset Management
California
$2.49M +$139K +1,146 +6%
CWA
447
Clarus Wealth Advisors
Arizona
$2.48M -$33.5K -275 -1%
JWA
448
JFS Wealth Advisors
Pennsylvania
$2.48M -$50.9K -420 -2%
MBT
449
Montecito Bank & Trust
California
$2.47M -$60.6K -500 -2%
BCM
450
Boltwood Capital Management
California
$2.46M +$103K +850 +4%
16 17
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