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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,515 hedge funds and large institutions have $28.1B invested in Health Care Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 595 increasing their positions, 575 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.15%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.9%
New
107
Increased
595
Reduced
575
Closed
113
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$948M
2
Charles Schwab
Charles Schwab
California
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$64.4M
5
WG
Winton Group
United Kingdom
+$60.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$426M
2
Bank of America
Bank of America
North Carolina
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$199M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
726
SOL Capital Management
Maryland
$1.1M -$397K -3,082 -26%
CA
727
Calton & Associates
Florida
$1.1M -$3.83M -29,745 -78%
CW
728
Channel Wealth
California
$1.1M +$21.2K +165 +2%
PWM
729
Peterson Wealth Management
Nevada
$1.1M -$62.3K -484 -5%
SW
730
SVB Wealth
Massachusetts
$1.1M -$604K -4,693 -36%
CWP
731
Curated Wealth Partners
California
$1.09M – – –
NS
732
NBC Securities
Alabama
$1.09M +$1.09M +8,494 New
HI
733
Hudock Inc
Pennsylvania
$1.09M -$16.2K -126 -1%
LA
734
Legacy Advisors
Pennsylvania
$1.09M +$4.51K +35 +0.4%
RC
735
Rovin Capital
Arizona
$1.09M +$72.2K +561 +7%
ARG
736
Advisory Resource Group
Oklahoma
$1.08M +$61.4K +477 +6%
FIBT
737
First International Bank & Trust
North Dakota
$1.08M – – –
JPLA
738
Joseph P. Lucia & Associates
New York
$1.07M +$297K +2,309 +38%
LNB
739
Ledyard National Bank
$1.07M -$22.3K -173 -2%
FNT
740
First National Trust
Pennsylvania
$1.07M +$22.9K +178 +2%
FF
741
Friedenthal Financial
New Jersey
$1.07M -$34.4K -267 -3%
RBA
742
Richard Bernstein Advisors
New York
$1.05M -$99M -768,571 -99%
MCCA
743
Mill Creek Capital Advisors
Pennsylvania
$1.05M – – –
LC
744
LCNB Corp
Ohio
$1.05M -$32.2K -250 -3%
CS
745
Comerica Securities
Michigan
$1.05M -$123K -952 -10%
SEA
746
Stegent Equity Advisors
Texas
$1.05M -$120K -934 -10%
NCM
747
Narwhal Capital Management
Georgia
$1.04M -$12.9K -100 -1%
RG
748
Rathbones Group
United Kingdom
$1.04M +$1.04M +8,050 New
BB
749
Busey Bank
Illinois
$1.04M -$644 -5 -0.1%
ICP
750
Interchange Capital Partners
Pennsylvania
$1.03M -$363K -2,819 -26%
28 29
30
31 32