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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 %
CGH
751
CMG Global Holdings
Texas
$1.43M +$7.09K +46 +0.5%
CPRC
752
Consolidated Portfolio Review Corp
New York
$1.43M -$47.9K -311 -3%
SSWM
753
Smith Salley Wealth Management
North Carolina
$1.42M – – –
BA
754
Birinyi Associates
Connecticut
$1.42M +$154 +1 +0%
CBT
755
Central Bank & Trust
Kentucky
$1.42M -$7.7K -50 -0.5%
AMG
756
Advisors Management Group
Wisconsin
$1.42M +$74.1K +481 +6%
T
757
Tidemark
California
$1.41M -$58.2K -378 -4%
CMANY
758
Capital Management Associates (New York)
New York
$1.4M – – –
GCA
759
Greenwood Capital Associates
South Carolina
$1.4M -$70.5K -458 -5%
AF
760
Arrow Financial
New York
$1.4M -$30.2K -196 -2%
AFM
761
Abbot Financial Management
Massachusetts
$1.4M – – –
FP
762
Fiduciary Planning
Florida
$1.39M +$69.3K +450 +5%
Walleye Capital
763
Walleye Capital
New York
$1.39M +$1.08M +7,030 +349%
ISL
764
Ingalls & Snyder LLC
New York
$1.39M +$4.62K +30 +0.3%
PA
765
Parallel Advisors
California
$1.39M +$77.5K +503 +6%
BFWM
766
Bright Futures Wealth Management
New York
$1.39M +$118K +794 +9%
PJSIMP
767
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.37M -$250K -1,623 -15%
FFA
768
Florida Financial Advisors
Florida
$1.36M -$85.9K -558 -6%
BHA
769
Beech Hill Advisors
New York
$1.36M +$51.8K +336 +4%
NB
770
NBT Bank
New York
$1.36M -$5.85K -38 -0.4%
CWP
771
Curated Wealth Partners
California
$1.35M – – –
CCG
772
Chatham Capital Group
Georgia
$1.35M – – –
FC
773
Fulcrum Capital
Washington
$1.34M – – –
BCA
774
Bay Colony Advisors
Massachusetts
$1.33M -$88.7K -576 -6%
FFWA
775
FRG Family Wealth Advisors
Washington
$1.33M -$99.3K -645 -7%
29 30
31
32 33