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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
24.89%
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 %
MWM
451
Moulton Wealth Management
Washington
$3.89M +$712K +4,695 +22%
ECG
452
Edge Capital Group
Georgia
$3.89M – – –
BDWCC
453
B&D White Capital Company
Texas
$3.88M +$1,000K +6,492 +35%
BRG
454
Bay Rivers Group
Virginia
$3.86M +$2K +13 +0.1%
ABC
455
Associated Banc-Corp
Wisconsin
$3.85M -$136K -883 -3%
NM
456
NWI Management
New York
$3.85M – – –
ST
457
Sentinel Trust
Texas
$3.84M -$59.9K -389 -2%
LFPWM
458
Leicht Financial Planning & Wealth Management
New Jersey
$3.8M +$3.8M +24,689 New
WF
459
WoodTrust Financial
Wisconsin
$3.8M -$2.68M -17,393 -41%
UAS
460
United Asset Strategies
New York
$3.8M -$81.6K -530 -2%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.8M -$22.9K -149 -0.6%
OCPWS
462
One Charles Private Wealth Services
Massachusetts
$3.79M -$1.09M -7,046 -22%
BI
463
Bramshill Investments
Florida
$3.78M +$2.31M +15,000 +157%
AF
464
Advisornet Financial
Minnesota
$3.78M +$144K +933 +4%
CH
465
Canton Hathaway
Rhode Island
$3.75M +$77.8K +505 +2%
CWA
466
Consilio Wealth Advisors
Washington
$3.75M +$37.6K +244 +1%
GM
467
GeoWealth Management
Illinois
$3.72M -$2.46M -15,946 -40%
EFS
468
Econ Financial Services
Pennsylvania
$3.72M -$1.42M -9,243 -28%
Credit Agricole
469
Credit Agricole
France
$3.71M -$12.3M -80,168 -77%
LFA
470
Laraway Financial Advisors
Minnesota
$3.71M -$20.5K -133 -0.5%
AAS
471
Ameritas Advisory Services
Nebraska
$3.68M -$393K -2,549 -10%
CIAS
472
Capital Investment Advisory Services
North Carolina
$3.68M -$6.62K -43 -0.2%
JIR
473
James Investment Research
Ohio
$3.68M +$234K +1,521 +7%
OCBCO
474
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.66M -$2.35M -15,243 -39%
JGIA
475
Jackson Grant Investment Advisers
Connecticut
$3.65M +$8.78K +57 +0.2%
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