XLV icon

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 %
BS
726
Bessemer Securities
New York
$942K -$597K -4,925 -39%
PWP
727
Pursue Wealth Partners
California
$941K – – –
OWA
728
Outlook Wealth Advisors
Texas
$940K +$724K +5,977 +335%
NEPWA
729
New England Private Wealth Advisors
Massachusetts
$935K +$375K +3,095 +67%
HWA
730
Heartwood Wealth Advisors
Virginia
$934K -$12K -99 -1%
BWM
731
Bulltick Wealth Management
Florida
$927K -$242K -1,996 -21%
PWS
732
Private Wealth Strategies
Ohio
$922K -$65K -536 -7%
SBH
733
Segall Bryant & Hamill
Illinois
$920K – – –
HFS
734
Horizon Financial Services
North Carolina
$915K +$12.5K +103 +1%
TCM
735
Tuttle Capital Management
Connecticut
$912K -$290K -2,397 -24%
JCM
736
Jag Capital Management
Missouri
$911K -$19.4K -160 -2%
AMG
737
Advisors Management Group
Wisconsin
$907K +$79.6K +657 +10%
ISL
738
Ingalls & Snyder LLC
New York
$905K +$93.1K +769 +11%
SYBT
739
Stock Yards Bank & Trust
Kentucky
$903K -$5.93K -49 -0.7%
OLVIG
740
Oliver Lagore Vanvalin Investment Group
Michigan
$900K +$49.6K +409 +6%
LSA
741
L & S Advisors
California
$897K +$68.5K +566 +8%
AWM
742
Aberdeen Wealth Management
Illinois
$896K – – –
AF
743
Affiance Financial
Minnesota
$883K – – –
CPA
744
Court Place Advisors
Maryland
$880K – – –
ICP
745
Interchange Capital Partners
Pennsylvania
$876K +$218K +1,801 +33%
T
746
TCWP
Ohio
$874K -$331K -2,737 -27%
CCM
747
Condor Capital Management
New Jersey
$873K -$14K -116 -2%
AC
748
Abbrea Capital
California
$873K +$119K +985 +16%
BFA
749
Beaumont Financial Advisors
Massachusetts
$872K +$195K +1,608 +29%
AAM
750
Alphadyne Asset Management
New York
$872K +$872K +7,200 New
28 29
30
31 32