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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,457 hedge funds and large institutions have $27.8B invested in Health Care Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 626 increasing their positions, 461 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
+25
Holders Change %
+1.75%
% of All Funds
24.64%
Holding in Top 10
124
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+18.1%
% of All Funds
2.1%
New
143
Increased
626
Reduced
461
Closed
100
Calls
$1.22B
Puts
$1.65B
Net Calls
-$432M
Net Calls Change
+$288M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$582M
2
Bessemer Group
Bessemer Group
New Jersey
+$487M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$424M
4
WA
WestEnd Advisors
North Carolina
+$390M
5
Wells Fargo
Wells Fargo
California
+$259M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$564M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$306M
3
TC
Tairen Capital
Hong Kong
-$177M
4
AWA
Aaron Wealth Advisors
Illinois
-$174M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPW
826
Oxler Private Wealth
New York
$697K -$4.36K -34 -0.6%
VCA
827
Verdence Capital Advisors
Maryland
$697K +$13.2K +103 +2%
ICP
828
Interchange Capital Partners
Pennsylvania
$697K +$214K +1,670 +44%
MG
829
Mather Group
Illinois
$696K -$50.6K -394 -7%
BAM
830
Bruderman Asset Management
New York
$686K -$23.9K -186 -3%
NWMG
831
National Wealth Management Group
Ohio
$683K -$608K -4,740 -47%
CCB
832
Country Club Bank
Missouri
$682K -$7.71K -60 -1%
ORC
833
O'Rourke & Company
Massachusetts
$680K -$898 -7 -0.1%
PG
834
Patten Group
Tennessee
$680K +$17.6K +135 +3%
WA
835
WESPAC Advisors
California
$678K +$181K +1,413 +36%
NWA
836
Navis Wealth Advisors
New York
$673K +$2.57K +20 +0.4%
EP
837
Edgestream Partners
New Jersey
$672K -$8.84M -68,961 -93%
PFC
838
Phocas Financial Corp
California
$667K +$112K +875 +20%
GPFA
839
Game Plan Financial Advisors
Ohio
$667K +$667K +5,222 New
VWM
840
Valley Wealth Managers
New Jersey
$662K +$38.5K +300 +6%
NFSG
841
Newbridge Financial Services Group
Florida
$661K +$105K +816 +19%
HWA
842
Heritage Wealth Advisors
Virginia
$657K – – –
ERWM
843
Elk River Wealth Management
Colorado
$657K – – –
RIG
844
Roosevelt Investment Group
New York
$656K – – –
BIA
845
Benchmark Investment Advisors
Illinois
$656K +$332K +2,590 +102%
GW
846
GW & Wade
Massachusetts
$653K +$78.6K +613 +14%
NAM
847
NTV Asset Management
West Virginia
$652K +$39.7K +310 +6%
FPS
848
Fieldpoint Private Securities
Connecticut
$645K – – –
RPWA
849
Regent Peak Wealth Advisors
Georgia
$644K -$32.7K -255 -5%
IP
850
Intellectus Partners
California
$644K -$18.9K -147 -3%
32 33
34
35 36