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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 %
SSB
551
Sandy Spring Bank
Maryland
$2.85M -$22.6K -147 -0.8%
Fidelity International
552
Fidelity International
Bermuda
$2.85M -$65.6K -426 -2%
BCM
553
Boltwood Capital Management
California
$2.82M -$154K -1,000 -5%
SWA
554
SFMG Wealth Advisors
Texas
$2.82M -$82.7K -537 -3%
TSS
555
Two Sigma Securities
New York
$2.82M +$1.88M +12,189 +200%
JCM
556
Jacobi Capital Management
Pennsylvania
$2.8M +$294K +1,910 +12%
MWM
557
Marion Wealth Management
Pennsylvania
$2.79M +$120K +777 +4%
WQ
558
Wealth Quarterback
New Jersey
$2.76M +$64.4K +418 +2%
SC
559
Sierra Capital
Florida
$2.76M – – –
WAM
560
Weatherly Asset Management
California
$2.75M -$10.2K -66 -0.4%
ANB
561
Amarillo National Bank
Texas
$2.74M – – –
VWA
562
Visionary Wealth Advisors
Illinois
$2.73M -$73.2K -475 -3%
PCP
563
Perbak Capital Partners
United Kingdom
$2.73M -$11.1M -72,108 -80%
HGERS
564
Householder Group Estate & Retirement Specialist
Arizona
$2.68M -$111K -718 -4%
BFG
565
Berger Financial Group
Minnesota
$2.67M -$92.9K -603 -3%
AllianceBernstein
566
AllianceBernstein
Tennessee
$2.67M +$1.28M +8,281 +92%
ODIJL
567
One Day In July LLC
Vermont
$2.66M +$27K +175 +1%
EIP
568
Ellis Investment Partners
Pennsylvania
$2.65M -$76.5K -497 -3%
EFP
569
Envision Financial Planning
Tennessee
$2.63M +$123K +801 +5%
G
570
GenTrust
Florida
$2.62M +$2.62M +16,997 New
NWWA
571
New Wave Wealth Advisors
Arkansas
$2.6M -$357K -2,317 -12%
HOWA
572
Heritage Oak Wealth Advisors
Florida
$2.6M +$2.6M +16,852 New
CL
573
Cabana LLC
Arkansas
$2.58M -$745K -4,834 -22%
AT
574
Avalon Trust
New Mexico
$2.57M – – –
Mackenzie Financial
575
Mackenzie Financial
Ontario, Canada
$2.56M +$924K +6,000 +57%
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