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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 %
BCWM
451
Bartlett & Co Wealth Management
Ohio
$2.46M +$17.7K +146 +0.7%
BC
452
Bartlett & Co
Ohio
$2.46M +$17.7K +146 +0.7%
CWM
453
Chesapeake Wealth Management
Virginia
$2.45M +$106K +879 +5%
CAWM
454
Capital Advisors Wealth Management
Washington
$2.45M +$2.45M +20,242 New
TFA
455
Transamerica Financial Advisors
Florida
$2.45M +$107K +887 +5%
GIM
456
Grassi Investment Management
California
$2.45M +$6.66K +55 +0.3%
SFS
457
Sowell Financial Services
Arkansas
$2.43M -$41.1M -339,540 -94%
1IA
458
1834 Investment Advisors
Wisconsin
$2.41M -$30.4K -251 -1%
HG
459
Herbst Group
Connecticut
$2.4M +$104K +861 +5%
AF
460
Apexium Financial
Texas
$2.4M +$1.79M +14,801 +298%
CANY
461
Caxton Associates (New York)
New York
$2.39M +$2.39M +19,750 New
BOC
462
Bull Oak Capital
California
$2.39M +$2.39M +19,731 New
F4L
463
Fortune 45 LLC
Louisiana
$2.38M +$1.49M +12,319 +167%
SJIM
464
St. Johns Investment Management
Florida
$2.38M +$90.1K +744 +4%
HI
465
Harbour Investments
Wisconsin
$2.37M – – –
SSB
466
Sandy Spring Bank
Maryland
$2.37M -$4.36K -36 -0.2%
BWM
467
BigSur Wealth Management
Florida
$2.37M -$487K -4,018 -17%
BOM
468
Bank of Marin
California
$2.36M -$117K -963 -5%
CCM
469
Cribstone Capital Management
Maine
$2.35M +$49.9K +412 +2%
LSPW
470
Lake Street Private Wealth
Illinois
$2.35M +$599K +4,949 +34%
WI
471
Wintrust Investments
Illinois
$2.34M -$20K -165 -0.8%
IA
472
IAM Advisory
Pennsylvania
$2.33M +$2.33M +19,251 New
JIC
473
Johnson Investment Counsel
Ohio
$2.31M +$1.04M +8,553 +81%
HFW
474
Horizon Family Wealth
Illinois
$2.31M +$1.09K +9 +0%
FFBTD
475
First Financial Bank - Trust Division
Ohio
$2.31M +$1.33M +10,953 +135%
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