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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
+$149M
2
UBS Group
UBS Group
Switzerland
+$141M
3
SGDR
SPX Gestao de Recursos
Brazil
+$105M
4
Victory Capital Management
Victory Capital Management
Texas
+$102M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$443M
2
MPCL
My Personal CFO LLC
Washington
-$374M
3
Goldman Sachs
Goldman Sachs
New York
-$223M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$135M
5
SR
Swiss Re
Switzerland
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
501
Smith & Howard Wealth Management
Georgia
$2.07M -$8.6K -71 -0.4%
OAM
502
Oppenheimer Asset Management
New York
$2.06M +$295K +2,432 +17%
SW
503
SVB Wealth
Massachusetts
$2.06M +$285K +2,356 +16%
LIG
504
Lokken Investment Group
Delaware
$2.05M +$36.1K +298 +2%
9WM
505
9258 Wealth Management
Ohio
$2.04M +$61.3K +506 +3%
BWL
506
Bogart Wealth LLC
Virginia
$2.04M +$135K +1,119 +7%
GAA
507
Global Assets Advisory
Florida
$2.03M +$2.03M +15,267 New
AIFAIM
508
American Institute for Advanced Investment Management
Arizona
$2.02M +$861K +7,115 +74%
CWP
509
Capital Wealth Planning
Florida
$2.01M +$88.2K +728 +5%
MW
510
Marcum Wealth
Ohio
$2.01M +$91.3K +754 +5%
BWM
511
BCGM Wealth Management
Indiana
$1.99M +$1.99M +15,205 New
Macquarie Group
512
Macquarie Group
Australia
$1.98M – – –
IOOF
513
Independent Order of Foresters
Ontario, Canada
$1.98M – – –
HWM
514
HB Wealth Management
Georgia
$1.98M +$492K +4,067 +33%
KCM
515
Kanawha Capital Management
Virginia
$1.98M -$13K -107 -0.7%
SI
516
Symmetry Investments
Jersey
$1.97M -$20.1M -166,163 -91%
PWP
517
Perfromance Wealth Partners
Illinois
$1.97M +$640K +5,288 +48%
FPW
518
Flagship Private Wealth
Massachusetts
$1.96M +$86.2K +712 +5%
EFS
519
Econ Financial Services
Pennsylvania
$1.96M +$1.96M +16,140 New
MAM
520
Meeder Asset Management
Ohio
$1.94M -$80.9K -668 -4%
AWM
521
Avitas Wealth Management
California
$1.94M +$40.3K +333 +2%
GWM
522
Geneos Wealth Management
Colorado
$1.94M -$4.11M -33,959 -68%
Deutsche Bank
523
Deutsche Bank
Germany
$1.91M +$158K +1,301 +9%
ZIG
524
Zullo Investment Group
Pennsylvania
$1.91M +$168K +1,384 +10%
JCM
525
Jacobi Capital Management
Pennsylvania
$1.9M +$746K +6,162 +65%
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