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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 %
EWM
901
Empirical Wealth Management
Washington
$499K -$20.6K -170 -4%
FCA
902
FLC Capital Advisors
California
$498K – – –
CPO
903
Cerity Partners OCIO
New York
$495K +$54.5K +450 +12%
SRSA
904
S.R. Schill & Associates
Washington
$494K +$186K +1,538 +60%
AIM
905
Allen Investment Management
New York
$493K +$15.7K +130 +3%
PIA
906
Pinion Investment Advisors
Kansas
$493K +$29.9K +247 +6%
SIM
907
Sterling Investment Management
Arizona
$492K -$75.1K -620 -13%
CT
908
Cambridge Trust
Massachusetts
$491K -$244K -2,021 -33%
KCFA
909
Key Client Fiduciary Advisors
New Jersey
$491K +$9.56K +79 +2%
ACI
910
Alpha Cubed Investments
California
$487K -$6.3K -52 -1%
SAM
911
Silphium Asset Management
United Kingdom
$484K +$484K +4,000 New
GEM
912
Global Endowment Management
North Carolina
$484K – – –
GCA
913
Greenwood Capital Associates
South Carolina
$481K -$1.12M -9,264 -70%
BCM
914
BTR Capital Management
California
$479K -$24.2K -200 -5%
BFS
915
Bradley Foster & Sargent
Connecticut
$477K – – –
OIA
916
OneDigital Investment Advisors
Kansas
$475K +$5.82K +48 +1%
PWS
917
Precision Wealth Strategies
Missouri
$474K +$29.6K +229 +7%
LAM
918
LifePro Asset Management
California
$474K +$474K +3,918 New
SW
919
SkyOak Wealth
Michigan
$473K -$4.6K -38 -1%
KIG
920
Kowal Investment Group
Wisconsin
$473K +$25.8K +213 +6%
CWM
921
Circle Wealth Management
New Jersey
$470K +$46.8K +387 +11%
ERIM
922
Eagle Ridge Investment Management
Connecticut
$469K – – –
LA
923
Lynch & Associates
Indiana
$466K – – –
CDH
924
Charles D. Hyman
$465K +$148K +1,222 +47%
SRC
925
Shufro Rose & Co
New York
$464K -$605 -5 -0.1%
35 36
37
38 39