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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 %
PWP
801
Phillips Wealth Planners
Mississippi
$1.21M -$215K -1,404 -15%
ICP
802
Interchange Capital Partners
Pennsylvania
$1.21M -$108K -698 -8%
PWSG
803
Pacific Wealth Strategies Group
California
$1.21M +$920K +5,974 +322%
B
804
Bailard
California
$1.2M – – –
KCFA
805
Key Client Fiduciary Advisors
New Jersey
$1.19M +$448K +2,906 +60%
TW
806
Transform Wealth
Colorado
$1.19M -$3.85K -25 -0.3%
PFS
807
Prospect Financial Services
New York
$1.19M +$263K +1,709 +28%
FTDI
808
First Trust Direct Indexing
Massachusetts
$1.19M +$64.2K +417 +6%
NIP
809
Nicholas Investment Partners
California
$1.19M +$1.19M +7,729 New
FNBT
810
FineMark National Bank & Trust
Florida
$1.19M -$130K -844 -10%
RC
811
Rovin Capital
Arizona
$1.19M -$228K -1,479 -16%
WG
812
Welch Group
Alabama
$1.19M -$177K -1,148 -13%
BJL
813
Brighton Jones LLC
Washington
$1.18M -$344K -2,236 -23%
EWA
814
Exencial Wealth Advisors
Oklahoma
$1.18M -$63.8K -414 -5%
BA
815
Bridge Advisory
California
$1.17M -$2.16K -14 -0.2%
BAWM
816
Bennett Associates Wealth Management
Pennsylvania
$1.17M +$21.7K +141 +2%
ACA
817
Aptus Capital Advisors
Alabama
$1.17M -$177K -1,148 -13%
LIG
818
Lokken Investment Group
Delaware
$1.16M +$20.2K +131 +2%
OAM
819
Occidental Asset Management
California
$1.16M +$222K +1,440 +24%
NS
820
NBC Securities
Alabama
$1.16M +$83.6K +543 +8%
HWA
821
Heartwood Wealth Advisors
Virginia
$1.15M +$1.08K +7 +0.1%
AFG
822
Atomi Financial Group
New York
$1.15M -$8.01K -52 -0.7%
FFM
823
Forum Financial Management
Illinois
$1.15M +$4K +26 +0.4%
AWM
824
Aberdeen Wealth Management
Illinois
$1.14M – – –
LNB
825
Ledyard National Bank
$1.13M -$9.7K -63 -0.8%
31 32
33
34 35