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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 %
WIM
576
WealthPlan Investment Management
Nebraska
$1.54M +$1.54M +11,143 New
FANJ
577
Financial Architects (New Jersey)
New Jersey
$1.54M +$1.54M +12,728 New
CCMD
578
Cypress Capital Management (Delaware)
Delaware
$1.54M -$33.3K -275 -2%
MWM
579
Marion Wealth Management
Pennsylvania
$1.54M +$220K +1,818 +17%
AWM
580
Apollon Wealth Management
South Carolina
$1.53M +$26.3K +217 +2%
PMG
581
ProVise Management Group
Florida
$1.51M +$64.1K +529 +4%
FCC
582
Florin Court Capital
United Kingdom
$1.5M +$1.5M +12,400 New
FIM
583
Fernwood Investment Management
Massachusetts
$1.5M -$6.06K -50 -0.4%
RWA
584
Roberts Wealth Advisors
California
$1.5M +$7.89K +63 +0.5%
B
585
Barings
North Carolina
$1.5M +$91.4K +755 +7%
UF
586
Univest Financial
Pennsylvania
$1.48M +$1.48M +12,215 New
RBFC
587
Roman Butler Fullerton & Co
Missouri
$1.47M +$15.6K +127 +1%
MAM
588
MMA Asset Management
Pennsylvania
$1.47M +$202K +1,667 +16%
CIBC Private Wealth Group
589
CIBC Private Wealth Group
Georgia
$1.46M -$43K -355 -3%
EWA
590
Exencial Wealth Advisors
Oklahoma
$1.46M -$33.3K -275 -2%
EL
591
Essex LLC
Illinois
$1.46M +$59.2K +489 +4%
PGWM
592
Pitti Group Wealth Management
New York
$1.45M -$22.8K -188 -2%
SCM
593
SOL Capital Management
Maryland
$1.44M -$18.2K -150 -1%
JSMC
594
Jess S. Morgan & Co
California
$1.42M +$133K +1,102 +10%
SMF
595
Sterling Manor Financial
New York
$1.42M +$1.42M +11,760 New
BA
596
Birinyi Associates
Connecticut
$1.42M -$30.3K -250 -2%
WFA
597
West Financial Advisors
Iowa
$1.41M +$1.41M +11,675 New
HNB
598
Huntington National Bank
Ohio
$1.41M +$70.5K +582 +5%
BDAM
599
Blue Door Asset Management
Connecticut
$1.41M – – –
PWM
600
Peterson Wealth Management
Nevada
$1.41M +$454K +3,746 +48%
22 23
24
25 26