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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 %
RFO
576
RiverGlades Family Offices
Florida
$2.55M +$94.7K +615 +4%
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$2.55M -$35.3K -229 -1%
RCAG
578
Rehmann Capital Advisory Group
Michigan
$2.54M +$184K +1,196 +8%
PG
579
Proffitt & Goodson
Tennessee
$2.53M -$61.1K -397 -2%
MWM
580
Massachusetts Wealth Management
Massachusetts
$2.53M +$214K +1,387 +9%
PPP
581
Private Portfolio Partners
New Jersey
$2.52M +$248K +1,613 +11%
CA
582
Calton & Associates
Florida
$2.51M +$483K +3,136 +24%
SOS
583
Silver Oak Securities
Tennessee
$2.5M +$896K +5,853 +56%
CW
584
CreativeOne Wealth
Kansas
$2.49M +$1.2M +7,763 +92%
WCM
585
Windsor Capital Management
Arizona
$2.49M -$16.8K -109 -0.7%
USCWA
586
U.S. Capital Wealth Advisors
Texas
$2.48M -$139K -901 -5%
BCFS
587
Butensky & Cohen Financial Security
Florida
$2.47M -$34.8K -226 -1%
FA
588
Fagan Associates
New York
$2.47M -$38K -247 -2%
MIG
589
McGuire Investment Group
Rhode Island
$2.46M +$41.6K +270 +2%
AFS
590
Access Financial Services
Minnesota
$2.45M -$10.9K -71 -0.4%
KCM
591
Kanawha Capital Management
Virginia
$2.44M -$35.9K -233 -1%
IC
592
IEQ Capital
California
$2.43M -$121K -786 -5%
WP
593
WealthPLAN Partners
Nebraska
$2.43M +$73K +474 +3%
CAG
594
Crestwood Advisors Group
Massachusetts
$2.43M +$40K +260 +2%
MBT
595
Montecito Bank & Trust
California
$2.43M -$103K -671 -4%
CICI
596
Capital Investment Counsel Inc
North Carolina
$2.41M -$59.6K -387 -2%
Northwestern Mutual Wealth Management
597
Northwestern Mutual Wealth Management
Wisconsin
$2.41M +$554K +3,595 +30%
RIA
598
Realta Investment Advisors
Delaware
$2.4M -$781K -5,047 -25%
PWP
599
Perfromance Wealth Partners
Illinois
$2.39M +$40.7K +264 +2%
WBCM
600
Wilson & Boucher Capital Management
California
$2.38M +$278K +1,805 +13%
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