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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 %
ACG
776
Allen Capital Group
Nebraska
$783K +$3.03K +25 +0.4%
RIA
777
Regal Investment Advisors
Michigan
$780K +$28.8K +238 +4%
MPCG
778
Matrix Private Capital Group
New York
$763K -$15.7K -130 -2%
MA
779
MKT Advisors
California
$763K -$3.75K -31 -0.5%
WPP
780
Whalerock Point Partners
Rhode Island
$759K – – –
AW
781
ACG Wealth
Georgia
$755K +$9.57K +79 +1%
SS
782
Simplicity Solutions
Minnesota
$747K -$443K -3,658 -37%
RWP
783
RWA Wealth Partners
Massachusetts
$741K +$5.21K +43 +0.7%
MA
784
Mezzasalma Advisors
New Jersey
$740K +$740K +6,109 New
AP
785
Appleton Partners
Massachusetts
$739K +$190K +1,565 +34%
WB
786
WesBanco Bank
West Virginia
$734K -$2.13M -17,558 -74%
KFS
787
Kurt F. Somerville
$734K – – –
Franklin Resources
788
Franklin Resources
California
$733K +$36.5K +301 +5%
OPW
789
Oxler Private Wealth
New York
$731K +$14K +106 +2%
ACS
790
Archford Capital Strategies
Illinois
$729K -$8.48K -70 -1%
OSAM
791
O'Shaughnessy Asset Management
Connecticut
$729K +$446K +3,679 +157%
CA
792
Clearstead Advisors
Ohio
$728K -$21.4K -177 -3%
RZH
793
Relyea Zuckerberg Hanson
Connecticut
$728K – – –
Bank Julius Baer & Co
794
Bank Julius Baer & Co
Switzerland
$725K -$128K -1,055 -15%
BFAG
795
Blackston Financial Advisory Group
Florida
$722K +$722K +5,440 New
AP
796
Arlington Partners
Alabama
$720K -$30.7K -253 -4%
VC
797
Vicus Capital
Pennsylvania
$710K -$28.5K -235 -4%
AWA
798
Amplius Wealth Advisors
Pennsylvania
$709K -$64K -529 -8%
LI
799
LVZ Inc
Michigan
$709K +$709K +5,852 New
CFAM
800
Coury Firm Asset Management
Pennsylvania
$709K +$709K +5,853 New
30 31
32
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