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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 %
IFPG
601
Intrepid Financial Planning Group
Indiana
$2.38M -$132K -857 -5%
WIA
602
World Investment Advisors
California
$2.37M +$65.2K +423 +3%
SCA
603
Snowden Capital Advisors
New York
$2.36M +$11.2K +73 +0.5%
MA
604
MBA Advisors
Pennsylvania
$2.35M +$7.86K +51 +0.3%
CRI
605
Colonial River Investments
Virginia
$2.35M -$99.5K -646 -4%
AWM
606
Apollon Wealth Management
South Carolina
$2.35M +$64.5K +419 +3%
AWM
607
Avitas Wealth Management
California
$2.34M -$255K -1,656 -10%
ACGA
608
Atlanta Consulting Group Advisors
Georgia
$2.33M +$1.82M +11,842 +359%
Macquarie Group
609
Macquarie Group
Australia
$2.31M -$9.91M -64,342 -81%
IOOF
610
Independent Order of Foresters
Ontario, Canada
$2.31M – – –
CFO
611
Colony Family Offices
North Carolina
$2.31M +$6.16K +40 +0.3%
SGDR
612
SPX Gestao de Recursos
Brazil
$2.31M +$2.31M +15,000 New
PIA
613
Perennial Investment Advisors
California
$2.31M +$449K +2,918 +24%
AIP
614
ARS Investment Partners
New York
$2.3M +$255K +1,658 +13%
HNB
615
Huntington National Bank
Ohio
$2.29M -$1.9M – –
SHGA
616
Sand Hill Global Advisors
California
$2.29M – – –
SW
617
SMART Wealth
Nebraska
$2.29M +$380K +2,465 +20%
MOS
618
MGO One Seven
Ohio
$2.29M +$41.4K +269 +2%
SB
619
Strategic Blueprint
Georgia
$2.27M -$21.7K -141 -0.9%
CWA
620
Clarus Wealth Advisors
Arizona
$2.26M +$13.9K +92 +0.6%
AWM
621
Activest Wealth Management
Florida
$2.26M -$37K -240 -2%
SIA
622
Soltis Investment Advisors
Utah
$2.24M -$535K -3,475 -19%
IAS
623
Insigneo Advisory Services
Florida
$2.22M +$237K +1,539 +12%
CA
624
Cambridge Associates
Massachusetts
$2.22M +$2.22M +14,400 New
FMTCOCP
625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.22M -$428K -2,778 -16%
23 24
25
26 27