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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 %
TCBWMS
801
Texas Capital Bank Wealth Management Services
Texas
$708K +$408K +3,368 +136%
DCM
802
Donaldson Capital Management
Indiana
$705K -$21.1K -174 -3%
FI
803
Financial Insights
Washington
$697K -$31.3K -258 -4%
SC
804
SouthState Corp
Florida
$694K – – –
TSWM
805
Tyler-Stone Wealth Management
Ohio
$689K -$12.2K -101 -2%
RIA
806
Realta Investment Advisors
Delaware
$686K +$363 +3 +0.1%
DLHL
807
Donald L. Hagan LLC
Florida
$683K -$806K -6,654 -54%
IC
808
IEQ Capital
California
$682K – – –
BIA
809
Benchmark Investment Advisors
Illinois
$681K +$61.6K +509 +10%
BCV
810
Banque Cantonale Vaudoise
Switzerland
$680K – – –
CCM
811
Chilton Capital Management
Texas
$677K -$5.45K -45 -0.8%
JEST
812
JTC Employer Solutions Trustee
Jersey
$677K – – –
BCI
813
Brinker Capital Investments
Pennsylvania
$676K -$95.9K -792 -12%
ORC
814
O'Rourke & Company
Massachusetts
$674K +$32.1K +265 +5%
RPWA
815
Regent Peak Wealth Advisors
Georgia
$673K +$65.4K +541 +11%
KFGK
816
Keystone Financial Group (Kentucky)
Kentucky
$672K -$10.1K -83 -1%
WJWM
817
Williams Jones Wealth Management
New York
$672K -$121 -1 -0%
TI
818
Tidal Investments
Wisconsin
$672K +$8.23K +68 +1%
AWA
819
Arete Wealth Advisors
Illinois
$672K +$211K +1,743 +46%
VCA
820
Verdence Capital Advisors
Maryland
$665K +$7.02K +58 +1%
PG
821
Patten Group
Tennessee
$663K +$23.7K +193 +4%
VFA
822
Voya Financial Advisors
Connecticut
$663K +$286K +2,325 +76%
Neuberger Berman Group
823
Neuberger Berman Group
New York
$660K +$67.1K +554 +11%
CCB
824
Country Club Bank
Missouri
$657K +$4.91K +40 +0.8%
RWM
825
Ritholtz Wealth Management
New York
$651K +$394K +3,254 +153%
31 32
33
34 35