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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 %
LC
776
Lindbrook Capital
California
$1.32M -$269K -1,748 -17%
AG
777
Ascent Group
Virginia
$1.32M +$94.6K +614 +8%
RBFC
778
Roman Butler Fullerton & Co
Missouri
$1.31M -$227K -1,485 -15%
CCAL
779
City Center Advisors LLC
Michigan
$1.31M +$227K +1,472 +21%
KP
780
Keel Point
Alabama
$1.3M +$53.1K +345 +4%
BA
781
Bristlecone Advisors
Washington
$1.3M – – –
CTA
782
Camelot Technology Advisors
California
$1.3M -$64.2K -417 -5%
CA
783
Clearstead Advisors
Ohio
$1.29M +$217K +1,411 +20%
AWA
784
Alta Wealth Advisors
Massachusetts
$1.29M +$886K +5,750 +218%
SCM
785
SOL Capital Management
Maryland
$1.29M – – –
Lazard Asset Management
786
Lazard Asset Management
New York
$1.28M – – –
FNT
787
First National Trust
Pennsylvania
$1.27M +$10.2K +66 +0.8%
ORAM
788
One River Asset Management
Connecticut
$1.27M +$1.12M +7,300 +719%
GLA
789
Good Life Advisors
Pennsylvania
$1.27M +$144K +934 +13%
WFS
790
WealthGarden F.S.
California
$1.26M +$154K +998 +14%
LC
791
LCNB Corp
Ohio
$1.25M – – –
LIA
792
LBMC Investment Advisors
Tennessee
$1.25M – – –
WB
793
WesBanco Bank
West Virginia
$1.24M +$77K +500 +7%
MC
794
Moors & Cabot
Massachusetts
$1.24M -$94K -610 -7%
FIBT
795
First International Bank & Trust
North Dakota
$1.24M – – –
NFP
796
Narus Financial Partners
Utah
$1.23M +$54.4K +353 +5%
LHC
797
Lodge Hill Capital
New York
$1.23M +$693K +4,500 +129%
WAM
798
Worth Asset Management
Texas
$1.23M -$581K -3,772 -32%
ARC
799
Advisor Resource Council
Texas
$1.22M +$1.22M +7,918 New
FEM
800
Fulcrum Equity Management
Texas
$1.22M +$789K +5,123 +185%
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32
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