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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 %
NC
851
NovaPoint Capital
Georgia
$598K +$70.8K +585 +13%
JPLA
852
Joseph P. Lucia & Associates
New York
$595K +$22.7K +187 +4%
KCIA
853
Kingsbury Capital Investment Advisors
Illinois
$591K +$10.8K +89 +2%
GPFA
854
Game Plan Financial Advisors
Ohio
$587K -$45.4K -375 -7%
MWA
855
Meridian Wealth Advisors
Texas
$587K – – –
PAM
856
Private Asset Management
California
$586K +$10.4K +86 +2%
SBL
857
Sargent Bickham Lagudis
Colorado
$576K +$45.7K +377 +9%
RIA
858
RPG Investment Advisory
California
$574K – – –
MCWS
859
McKinley Carter Wealth Services
West Virginia
$574K +$301K +2,484 +110%
GG
860
Gofen & Glossberg
Illinois
$571K +$48.1K +397 +9%
APIM
861
Agate Pass Investment Management
Washington
$569K – – –
CSIC
862
Clifford Swan Investment Counsel
California
$569K +$1.45K +12 +0.3%
NCM
863
Noesis Capital Mangement
Florida
$569K +$6.9K +57 +1%
KLCM
864
KG&L Capital Management
Louisiana
$568K -$242 -2 -0%
IP
865
Intellectus Partners
California
$566K -$41.4K -342 -7%
RT
866
Rockland Trust
Massachusetts
$562K -$256K -2,117 -31%
SCA
867
Sage Capital Advisors
South Dakota
$561K +$5.82K +48 +1%
GIM
868
Goelzer Investment Management
Indiana
$559K +$25.2K +208 +5%
KPWG
869
KFA Private Wealth Group
Virginia
$557K -$505K -4,169 -48%
AWA
870
Alta Wealth Advisors
Massachusetts
$554K -$26.6K -220 -5%
UWM
871
USAdvisors Wealth Management
Minnesota
$554K +$183K +1,512 +49%
DY
872
Dowling & Yahnke
California
$553K +$38.4K +317 +7%
FG
873
Fiduciary Group
Georgia
$551K -$29.6K -220 -5%
JSAM
874
J. Safra Asset Management
New York
$551K +$550K +66,681 +40,909%
GW
875
GW & Wade
Massachusetts
$550K -$67.4K -556 -11%
33 34
35
36 37