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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 %
EHC
751
Everett Harris & Co
California
$870K – – –
EDRH
752
Edmond de Rothschild Holding
Switzerland
$865K – – –
HIA
753
Harbor Investment Advisory
Maryland
$863K +$31.5K +260 +4%
CL
754
CPWM LLC
Washington
$859K -$176K -1,453 -17%
GFPC
755
Global Financial Private Client
Florida
$857K +$371K +2,999 +76%
CTB
756
Country Trust Bank
Illinois
$857K -$85K -702 -9%
MC
757
Moors & Cabot
Massachusetts
$857K -$67.8K -560 -7%
NAM
758
NTV Asset Management
West Virginia
$857K +$241K +1,995 +39%
AF
759
Allworth Financial
California
$857K +$598K +4,944 +231%
AIA
760
Avalon Investment & Advisory
Texas
$853K -$129K -1,062 -13%
CIM
761
Contravisory Investment Management
Massachusetts
$852K +$181K +1,491 +27%
GB
762
Gunma Bank
Japan
$848K -$969K -8,000 -53%
SC
763
Solstein Capital
California
$848K -$298K -2,461 -26%
BWP
764
Balboa Wealth Partners
Arizona
$844K +$844K +6,965 New
NWMG
765
National Wealth Management Group
Ohio
$839K +$194K +1,601 +30%
MIM
766
Marco Investment Management
Georgia
$837K -$1.94K -16 -0.2%
CWC
767
Carolinas Wealth Consulting
North Carolina
$832K +$727 +6 +0.1%
RFWA
768
RPg Family Wealth Advisory
Massachusetts
$830K +$830K +6,649 New
RWA
769
Redmont Wealth Advisors
Illinois
$828K – – –
KP
770
Keel Point
Alabama
$826K – – –
MCCP
771
Mission Creek Capital Partners
California
$819K +$1.7K +14 +0.2%
HI
772
Horizon Investments
North Carolina
$815K -$788K -6,507 -49%
NF
773
Norwood Financial
Pennsylvania
$796K – – –
CWM
774
Cranbrook Wealth Management
Michigan
$787K +$31.7K +262 +4%
PFC
775
Phocas Financial Corp
California
$784K +$154K +1,275 +25%
29 30
31
32 33