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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 %
TF
626
Theory Financial
Colorado
$2.21M -$462K -3,143 -17%
CFD
627
Creative Financial Designs
Indiana
$2.21M +$132K +855 +6%
CFG
628
Citizens Financial Group
Rhode Island
$2.19M +$82.2K +534 +4%
CI
629
CX Institutional
Indiana
$2.18M -$2.73M -17,734 -56%
FTUS
630
Flow Traders U.S.
New York
$2.18M +$2.18M +14,151 New
PWMG
631
Pinnacle Wealth Management Group
Michigan
$2.17M +$2.17M +14,097 New
JSW
632
Journey Strategic Wealth
New Jersey
$2.17M +$325K +2,113 +18%
BMCM
633
Bryn Mawr Capital Management
Pennsylvania
$2.15M +$91.2K +592 +4%
JHCP
634
Jackson Hole Capital Partners
Oklahoma
$2.15M -$107K -696 -5%
AIFAIM
635
American Institute for Advanced Investment Management
Arizona
$2.13M +$31.7K +206 +2%
PWM
636
Peterson Wealth Management
Nevada
$2.12M +$339K +2,204 +19%
CG
637
Caprock Group
Idaho
$2.12M -$24.2K -157 -1%
CWM
638
Concentrum Wealth Management
California
$2.11M -$53.3K -346 -2%
CCG
639
Cypress Capital Group
Florida
$2.11M +$26.8K +174 +1%
TFGT
640
TS Financial Group (TSFG)
Illinois
$2.11M +$17.4K +113 +0.8%
PVI
641
Pine Valley Investments
New Jersey
$2.1M -$83.5K -542 -4%
AF
642
Apollon Financial
South Carolina
$2.07M +$145K +944 +8%
9WM
643
9258 Wealth Management
Ohio
$2.06M -$263K -1,705 -11%
EMAM
644
Encompass More Asset Management
California
$2.06M +$265K +1,721 +15%
RFC
645
Regions Financial Corp
Alabama
$2.05M -$18.2K -118 -0.9%
HCMT
646
Highland Capital Management (Tennessee)
Tennessee
$2.05M +$13.2K +86 +0.7%
QFA
647
Quattro Financial Advisors
Texas
$2.03M – – –
Point72 Asset Management
648
Point72 Asset Management
Connecticut
$2.03M +$2.03M +13,184 New
UBS AM
649
UBS AM
Illinois
$2.02M – – –
FB
650
First Bancorp
Maine
$2.01M – – –
24 25
26
27 28