XLV icon

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 %
CWM
501
Circle Wealth Management
New Jersey
$3.38M +$378K +2,456 +13%
WT
502
Washington Trust
Rhode Island
$3.34M -$89.8K -583 -3%
WIM
503
Westside Investment Management
California
$3.33M +$216K +1,405 +7%
YAVAPFMC
504
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.33M – – –
NW
505
NewEdge Wealth
Pennsylvania
$3.32M -$7.02M -45,546 -68%
IA
506
IFP Advisors
Florida
$3.31M +$300K +1,945 +10%
STA
507
Smith Thornton Advisors
Alabama
$3.31M +$15.2K +99 +0.5%
JPLA
508
Joseph P. Lucia & Associates
New York
$3.29M +$22.5K +146 +0.7%
BPWM
509
Badgley Phelps Wealth Managers
Washington
$3.28M -$65.2K -423 -2%
MSAM
510
Moloney Securities Asset Management
Missouri
$3.27M +$66.7K +433 +2%
VCP
511
Verus Capital Partners
Arizona
$3.27M +$53.8K +349 +2%
BOM
512
Bank of Marin
California
$3.25M -$11.6K -75 -0.4%
MIM
513
MTM Investment Management
South Carolina
$3.24M +$9.4K +62 +0.3%
PWP
514
Principle Wealth Partners
Connecticut
$3.23M +$308 +2 +0%
PFT
515
Providence First Trust
Arizona
$3.21M -$924 -6 -0%
FNBOH
516
First National Bank of Hutchinson
Kansas
$3.21M – – –
HWM
517
HB Wealth Management
Georgia
$3.18M +$105K +684 +3%
CFO
518
Capitol Family Office
Oregon
$3.18M +$100K +652 +3%
SFA
519
Sequoia Financial Advisors
Ohio
$3.18M +$315K +2,048 +11%
SAM
520
Strategy Asset Managers
California
$3.17M +$402K +2,612 +15%
DW
521
Dodds Wealth
Colorado
$3.15M +$139K +911 +5%
SIC
522
Salem Investment Counselors
North Carolina
$3.13M – – –
AF
523
Apexium Financial
Texas
$3.13M +$16K +104 +0.5%
MCM
524
Magnolia Capital Management
New York
$3.12M -$59.3K -385 -2%
BCWM
525
Bartlett & Co Wealth Management
Ohio
$3.1M +$42K +273 +1%
19 20
21
22 23