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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 %
GT
701
Glenview Trust
Kentucky
$1.71M -$266K -1,727 -13%
PTC
702
Private Trust Company
Ohio
$1.71M +$214K +1,389 +14%
TC
703
TownSquare Capital
Utah
$1.7M -$103K -669 -6%
Neuberger Berman Group
704
Neuberger Berman Group
New York
$1.7M +$90.4K +587 +6%
RFWA
705
RPg Family Wealth Advisory
Massachusetts
$1.7M +$146K +950 +9%
GPFA
706
Game Plan Financial Advisors
Ohio
$1.7M -$19.3K -125 -1%
PCMU
707
Paragon Capital Management (Utah)
Utah
$1.69M -$49.4K -321 -3%
Fisher Asset Management
708
Fisher Asset Management
Washington
$1.66M -$370K -2,400 -18%
CT
709
Clearstead Trust
Maine
$1.66M +$1.66M +10,752 New
MW
710
Marcum Wealth
Ohio
$1.65M -$197K -1,282 -11%
AWM
711
Atticus Wealth Management
Florida
$1.63M +$4.78K +31 +0.3%
RFN
712
Redwood Financial Network
Ohio
$1.63M +$220K +1,428 +16%
HFS
713
Horizon Financial Services
North Carolina
$1.62M -$284K -1,844 -15%
CL
714
Choreo LLC
Illinois
$1.6M -$25.3K -165 -2%
DI
715
Diligent Investors
California
$1.6M -$117K -757 -7%
ML
716
McAdam LLC
Pennsylvania
$1.58M -$48.8K -317 -3%
LI
717
LMCG Investments
Massachusetts
$1.58M +$41.4K +269 +3%
OCM
718
Objective Capital Management
Ohio
$1.58M +$1.58M +10,269 New
BC
719
Bricktown Capital
Michigan
$1.58M – – –
HI
720
Hudock Inc
Pennsylvania
$1.57M -$15.6K -101 -1%
SMC
721
Smith, Moore & Co
Missouri
$1.56M +$108K +700 +7%
LPAM
722
Lodestar Private Asset Management
California
$1.56M +$9.24K +60 +0.6%
TNB
723
Thomasville National Bank
Georgia
$1.56M – – –
SW
724
Simplicity Wealth
New Jersey
$1.55M -$5.03M -32,653 -76%
CWM
725
Cranbrook Wealth Management
Michigan
$1.55M -$25.6K -166 -2%
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