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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,416 hedge funds and large institutions have $25.8B invested in Health Care Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 639 increasing their positions, 427 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,416
Holders Change
-41
Holders Change %
-2.81%
% of All Funds
24.49%
Holding in Top 10
120
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.23%
% of All Funds
2.08%
New
95
Increased
639
Reduced
427
Closed
111
Calls
$1.48B
Puts
$2.29B
Net Calls
-$809M
Net Calls Change
-$377M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$149M
2
UBS Group
UBS Group
Switzerland
+$141M
3
SGDR
SPX Gestao de Recursos
Brazil
+$105M
4
Victory Capital Management
Victory Capital Management
Texas
+$102M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$443M
2
MPCL
My Personal CFO LLC
Washington
-$374M
3
Goldman Sachs
Goldman Sachs
New York
-$223M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$135M
5
SR
Swiss Re
Switzerland
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
701
UMB Bank
Missouri
$1.03M +$187K +1,541 +22%
EL
702
EMFO LLC
Florida
$1.03M -$242K -2,000 -19%
LCM
703
LVM Capital Management
Michigan
$1.02M -$538K -4,445 -35%
NB
704
NBT Bank
New York
$1.02M +$59.7K +493 +6%
FFG
705
Ford Financial Group
California
$1.02M +$151K +1,246 +17%
SW
706
Simplicity Wealth
New Jersey
$1.02M -$5.57K -46 -0.5%
CC
707
Cypress Capital
Tennessee
$1.01M -$23K -190 -2%
FCA
708
FinTrust Capital Advisors
South Carolina
$1.01M +$13.7K +108 +1%
LA
709
Legacy Advisors
Pennsylvania
$1.01M -$485K -4,009 -33%
LC
710
LCNB Corp
Ohio
$999K -$27.2K -225 -3%
CWM
711
Chemistry Wealth Management
New York
$996K +$202K +1,667 +25%
BA
712
Bristlecone Advisors
Washington
$994K -$9.69K -80 -1%
LWP
713
Lumature Wealth Partners
Georgia
$990K -$15.3K -126 -2%
HWM
714
Horizon Wealth Management
Illinois
$975K +$117K +966 +14%
MGIA
715
Moneta Group Investment Advisors
Missouri
$972K -$29.1K -240 -3%
SAM
716
Stringer Asset Management
Tennessee
$964K -$675K -9,609 -41%
KFS
717
Kaizen Financial Strategies
California
$958K -$117K -970 -11%
EGA
718
E&G Advisors
Texas
$957K +$13K +107 +1%
KWILP
719
Kiwi Wealth Investments Limited Partnership
New Zealand
$955K – – –
FNT
720
First National Trust
Pennsylvania
$952K -$1.21K -10 -0.1%
RBC
721
Roble Belko & Company
Pennsylvania
$951K -$12.2K -101 -1%
WIP
722
WealthCare Investment Partners
Rhode Island
$950K +$247K +2,041 +35%
SMC
723
Smith, Moore & Co
Missouri
$947K +$105K +871 +13%
AIM
724
Aspen Investment Management
Michigan
$945K – – –
PP
725
Prudential plc
United Kingdom
$943K -$14.5M -119,517 -94%
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