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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 %
RIA
526
Regal Investment Advisors
Michigan
$3.1M +$78.9K +512 +3%
RWPA
527
Richard W. Paul & Associates
Michigan
$3.1M -$118K -765 -4%
WTC
528
WhitTier Trust Company
Nevada
$3.1M +$2.7M +17,559 +686%
MCC
529
Money Concepts Capital
Florida
$3.06M +$323K +2,094 +12%
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$3.06M -$253K -1,640 -8%
NFG
531
Nations Financial Group
Iowa
$3.05M -$30.7K -199 -1%
JIC
532
Johnson Investment Counsel
Ohio
$3.05M +$128K +830 +4%
AFG
533
ABLE Financial Group
Arizona
$3.02M +$2.8M +18,186 +1,254%
EP
534
Edgestream Partners
New Jersey
$3.02M -$1.32M -8,566 -30%
CWM
535
Chesapeake Wealth Management
Virginia
$3M -$278K -1,807 -8%
CA
536
Cresta Advisors
Texas
$3M +$4.31K +28 +0.1%
DLHL
537
Donald L. Hagan LLC
Florida
$3M +$189K +1,230 +7%
ZIG
538
Zullo Investment Group
Pennsylvania
$3M +$39.1K +254 +1%
IPW
539
IronBridge Private Wealth
Texas
$2.99M +$2.99M +19,418 New
IFA
540
Interactive Financial Advisors
Illinois
$2.98M -$33.1K -215 -1%
GIM
541
Grassi Investment Management
California
$2.98M -$18.6K -121 -0.6%
HAS
542
HBW Advisory Services
California
$2.97M +$530K +3,444 +22%
CCFM
543
Clear Creek Financial Management
Washington
$2.92M -$317K -2,057 -10%
MAM
544
MMA Asset Management
Pennsylvania
$2.9M +$1.66M +12,297 +134%
KIA
545
Knollwood Investment Advisory
Maryland
$2.9M – – –
SFPG
546
Stonebridge Financial Planning Group
Florida
$2.9M +$11.2K +73 +0.4%
EAM
547
Everstar Asset Management
North Carolina
$2.89M +$2.89M +18,789 New
KA
548
Kovack Advisors
Florida
$2.89M +$293K +1,904 +11%
ECA
549
Elevated Capital Advisors
Utah
$2.88M +$62.4K +405 +2%
MIC
550
Meridian Investment Counsel
California
$2.87M – – –
20 21
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