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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 %
MA
651
MONECO Advisors
Connecticut
$2M +$102K +662 +5%
WA
652
WESPAC Advisors
California
$1.99M -$312K -2,028 -14%
DILH
653
Dai-ichi Life Holdings
Japan
$1.98M +$1.98M +12,900 New
CCM
654
Crew Capital Management
Ohio
$1.97M -$181K -1,174 -8%
CA
655
Crumly & Associates
Illinois
$1.96M -$132K -859 -6%
Brown Advisory
656
Brown Advisory
Maryland
$1.95M -$57.8K -375 -3%
EW
657
Evoke Wealth
California
$1.95M +$1.95M +12,681 New
BAAM
658
Baker Avenue Asset Management
California
$1.95M -$129K -839 -6%
OSAM
659
O'Shaughnessy Asset Management
Connecticut
$1.95M +$142K +916 +8%
SJIM
660
St. Johns Investment Management
Florida
$1.95M -$487K -3,159 -20%
CGFA
661
Colton Groome Financial Advisors
North Carolina
$1.93M -$94K -610 -5%
1IA
662
1834 Investment Advisors
Wisconsin
$1.93M -$222K -1,442 -10%
CA
663
CWC Advisors
Oregon
$1.93M +$1.93M +12,506 New
AWMS
664
Advocacy Wealth Management Services
Georgia
$1.92M -$295K -1,914 -13%
MWAM
665
Manhattan West Asset Management
California
$1.92M -$37.3K -242 -2%
LA
666
Latitude Advisors
Florida
$1.92M +$1.92M +12,459 New
WCM
667
WealthBridge Capital Management
Ohio
$1.91M -$44.4K -288 -2%
PMG
668
ProVise Management Group
Florida
$1.91M +$2.46K +16 +0.1%
AA
669
AlphaQ Advisors
Florida
$1.91M -$42K -273 -2%
MAG
670
M3 Advisory Group
Massachusetts
$1.9M +$66.2K +430 +4%
GWSG
671
GPS Wealth Strategies Group
Colorado
$1.89M -$157K -1,022 -8%
FIM
672
Fernwood Investment Management
Massachusetts
$1.88M -$13.9K -90 -0.7%
LFS
673
Legacy Financial Strategies
Kansas
$1.88M -$10.9M -70,754 -85%
ATS
674
Ashton Thomas Securities
New York
$1.87M -$81K -526 -4%
PFA
675
Pettinga Financial Advisors
Indiana
$1.87M -$764K -4,961 -29%
25 26
27
28 29