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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 %
MG
826
Mather Group
Illinois
$646K -$11.1K -92 -2%
AFP
827
Ausdal Financial Partners
Iowa
$645K -$332K -2,739 -34%
NWA
828
Navis Wealth Advisors
New York
$638K +$2.66K +22 +0.4%
Betterment LLC
829
Betterment LLC
New York
$637K – – –
NFSG
830
Newbridge Financial Services Group
Florida
$633K +$9.32K +77 +1%
CMI
831
Clare Market Investments
Texas
$632K -$37.7K -311 -6%
GFG
832
Greystone Financial Group
Michigan
$630K -$270K -2,232 -30%
VWM
833
Valley Wealth Managers
New Jersey
$628K +$2.67K +22 +0.4%
BFA
834
Brendel Financial Advisors
New Hampshire
$628K +$69.2K +572 +12%
TC
835
TownSquare Capital
Utah
$621K +$360K +2,972 +138%
HWA
836
Heritage Wealth Advisors
Virginia
$621K – – –
ERWM
837
Elk River Wealth Management
Colorado
$620K – – –
RIG
838
Roosevelt Investment Group
New York
$620K – – –
LMKC
839
L.M. Kohn & Company
Ohio
$620K +$12.9K +106 +2%
SF
840
Summit Financial
New Jersey
$617K +$38.1K +315 +7%
JAG
841
Journey Advisory Group
Kentucky
$614K -$284K -2,350 -32%
DIA
842
Dana Investment Advisors
Wisconsin
$612K -$77.4K -639 -11%
TWM
843
Tradition Wealth Management
Minnesota
$609K +$5.45K +45 +0.9%
GI
844
GAMCO Investors
Connecticut
$606K – – –
MLL
845
Moody Lynn & Lieberson
Massachusetts
$606K – – –
TC
846
Titleist Capital
Texas
$605K -$86.8K -716 -13%
BFO
847
Biltmore Family Office
North Carolina
$603K +$12.1K +100 +2%
SFP
848
Strategic Financial Partners
Oregon
$602K -$81.9K -677 -12%
BCA
849
Bay Colony Advisors
Massachusetts
$602K +$50.1K +414 +9%
PCA
850
Personal Capital Advisors
California
$599K +$99.1K +819 +20%
32 33
34
35 36