XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,515 hedge funds and large institutions have $28.1B invested in Health Care Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 595 increasing their positions, 575 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.15%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.9%
New
107
Increased
595
Reduced
575
Closed
113
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$948M
2
Charles Schwab
Charles Schwab
California
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$64.4M
5
WG
Winton Group
United Kingdom
+$60.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$426M
2
Bank of America
Bank of America
North Carolina
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$199M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMKC
801
L.M. Kohn & Company
Ohio
$846K -$136K -1,058 -14%
MC
802
Moors & Cabot
Massachusetts
$837K +$14.4K +112 +2%
ACP
803
Aveo Capital Partners
Colorado
$837K -$139K -1,076 -14%
KP
804
Keel Point
Alabama
$837K +$130K +1,012 +18%
WPP
805
Whalerock Point Partners
Rhode Island
$829K – – –
AWM
806
Aries Wealth Management
Maine
$826K +$32.7K +249 +4%
MCCP
807
Mission Creek Capital Partners
California
$825K +$1.8K +14 +0.2%
IA
808
Insight Advisors
Pennsylvania
$823K -$25.2K -196 -3%
LJAC
809
L.J. Altfest & Co
New York
$823K +$41.6K +323 +5%
NFSG
810
Newbridge Financial Services Group
Florida
$818K -$141K -1,095 -15%
ARC
811
Advisor Resource Council
Texas
$815K -$12.7K -99 -2%
MWAM
812
Manhattan West Asset Management
California
$813K +$307K +2,411 +61%
RCS
813
Retirement Capital Strategies
California
$812K +$460K +3,576 +131%
NF
814
Norwood Financial
Pennsylvania
$812K -$3.86K -30 -0.5%
CCM
815
Condor Capital Management
New Jersey
$810K -$4.89K -38 -0.6%
GFS
816
GYL Financial Synergies
Connecticut
$808K -$4.38K -34 -0.5%
BCV
817
Banque Cantonale Vaudoise
Switzerland
$808K +$13.3K +103 +2%
FNBT
818
FineMark National Bank & Trust
Florida
$808K +$331K +2,569 +69%
Franklin Resources
819
Franklin Resources
California
$806K -$4.76K -37 -0.6%
CCB
820
Country Club Bank
Missouri
$806K +$8.43K +65 +1%
PCFFS
821
Pacific Center for Financial Services
California
$801K -$13.5M -104,472 -94%
AF
822
Allworth Financial
California
$800K +$6.95K +54 +0.9%
MTIM
823
Marathon Trading Investment Management
Pennsylvania
$797K +$466K +3,620 +141%
FLPIM
824
F.L. Putnam Investment Management
Massachusetts
$794K +$365K +2,835 +85%
FFA
825
Fairfield Financial Advisors
Massachusetts
$794K +$26.9K +209 +4%
31 32
33
34 35