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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 %
SAM
726
Selway Asset Management
$1.55M +$1.55M +10,090 New
PT
727
Plimoth Trust
Massachusetts
$1.55M -$50.2K -326 -3%
Wellington Management Group
728
Wellington Management Group
Massachusetts
$1.54M +$1.54M +10,000 New
FC
729
Fore Capital
New York
$1.54M +$1.54M +10,000 New
GFS
730
GYL Financial Synergies
Connecticut
$1.54M +$36.7K +238 +2%
AI
731
AdvisorShares Investments
Maryland
$1.54M -$2.8M -18,196 -65%
PWM
732
Palumbo Wealth Management
New York
$1.53M +$462 +3 +0%
ACM
733
Absolute Capital Management
Pennsylvania
$1.52M -$52.4K -340 -3%
WT
734
Whittier Trust
California
$1.51M -$105K -679 -6%
MGIA
735
Moneta Group Investment Advisors
Missouri
$1.51M -$58.2K -378 -4%
CCMW
736
Cypress Capital Management (Wyoming)
Wyoming
$1.51M -$129K -835 -8%
TCA
737
Trifecta Capital Advisors
Illinois
$1.5M -$46.2K -300 -3%
HWA
738
Hillcrest Wealth Advisors
New Jersey
$1.49M – – –
PI
739
PFG Investments
New York
$1.49M +$172K +1,117 +13%
ZIMP
740
Zimmermann Investment Management & Planning
Pennsylvania
$1.48M +$15.2K +99 +1%
LA
741
Legacy Advisors
Pennsylvania
$1.48M +$159K +1,033 +12%
PWA
742
Primoris Wealth Advisors
Florida
$1.47M -$122K -790 -8%
B
743
Birchbrook
Maine
$1.47M +$1.4M +9,104 +2,093%
PSCM
744
Per Stirling Capital Management
Texas
$1.47M +$1.47M +9,523 New
APW
745
Acima Private Wealth
Virginia
$1.47M – – –
Mirae Asset Global Investments
746
Mirae Asset Global Investments
South Korea
$1.46M +$329K +2,150 +29%
DS
747
DRW Securities
Illinois
$1.46M -$9.7M -62,950 -87%
OPWM
748
Oxinas Partners Wealth Management
Indiana
$1.45M -$109K -705 -7%
CWM
749
Cornerstone Wealth Management
Missouri
$1.44M +$99K +643 +7%
MIM
750
Marco Investment Management
Georgia
$1.44M +$368K +2,388 +34%
28 29
30
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