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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 %
AWM
676
Avior Wealth Management
Nebraska
$1.86M +$220K +1,427 +13%
WA
677
WP Advisors
California
$1.86M -$262K -1,702 -12%
OIA
678
OneDigital Investment Advisors
Kansas
$1.85M +$59.3K +385 +3%
OIS
679
Okabena Investment Services
Minnesota
$1.85M – – –
TSWM
680
Tyler-Stone Wealth Management
Ohio
$1.83M +$992K +6,439 +119%
FFWM
681
Future Financial Wealth Management
Ohio
$1.83M +$92.1K +598 +5%
RWB
682
RMR Wealth Builders
New Jersey
$1.82M +$3.08K +20 +0.2%
AWM
683
AE Wealth Management
Kansas
$1.82M +$87.5K +568 +5%
FAM
684
Family Asset Management
South Carolina
$1.82M +$267K +1,731 +17%
VFPW
685
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.81M +$621K +4,029 +52%
SCM
686
Sage Capital Management
New Jersey
$1.81M +$286K +1,855 +19%
PWM
687
Purus Wealth Management
California
$1.8M +$4.01K +26 +0.2%
CWM
688
Chemistry Wealth Management
New York
$1.79M +$43K +279 +2%
CA
689
Claro Advisors
Massachusetts
$1.79M +$262K +1,704 +17%
GJIA
690
Glass Jacobson Investment Advisors
Maryland
$1.77M -$29.3K -190 -2%
MPW
691
MA Private Wealth
California
$1.77M -$78.5K -510 -4%
SI
692
Symmetry Investments
Jersey
$1.76M -$1.55M -10,057 -47%
SPC
693
Spirepoint Private Client
Florida
$1.76M -$308 -2 -0%
VFG
694
V2 Financial group
Illinois
$1.75M +$15.6K +101 +0.9%
Vontobel Holding
695
Vontobel Holding
Switzerland
$1.74M +$641K +4,164 +58%
Capstone Investment Advisors
696
Capstone Investment Advisors
New York
$1.74M +$1.59M +10,343 +1,066%
RCA
697
Ranch Capital Advisors
Florida
$1.74M +$290K +1,886 +20%
RWA
698
Roberts Wealth Advisors
California
$1.74M -$43.9K -289 -2%
WPW
699
Waldron Private Wealth
Pennsylvania
$1.73M -$40.2K -261 -2%
ARG
700
Advisory Resource Group
Oklahoma
$1.73M +$37.6K +244 +2%
26 27
28
29 30