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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 %
P
901
Pitcairn
Pennsylvania
$874K +$308K +2,000 +54%
HIA
902
Harbor Investment Advisory
Maryland
$872K -$4.77K -31 -0.5%
QPWM
903
Quadrant Private Wealth Management
Pennsylvania
$866K +$1.54K +10 +0.2%
MA
904
MKT Advisors
California
$863K +$34.6K +226 +4%
VFA
905
Voya Financial Advisors
Connecticut
$862K -$34.3K -224 -4%
WGC
906
Watts Gwilliam & Co
Arizona
$860K +$860K +5,668 New
WWM
907
Waterway Wealth Management
Texas
$860K +$47.4K +308 +6%
SFP
908
Strategic Financial Partners
Oregon
$859K +$140K +908 +19%
BSHC
909
Breed's Hill Capital
Massachusetts
$854K – – –
PWW
910
Pettyjohn Wood & White
Virginia
$850K -$19.3K -125 -2%
FWM
911
Foguth Wealth Management
Michigan
$850K -$32.2K -212 -4%
IWP
912
Insight Wealth Partners
Texas
$848K +$419K +2,718 +97%
NA
913
Navellier & Associates
Nevada
$846K -$235K -1,529 -22%
NAM
914
NTV Asset Management
West Virginia
$846K -$20.8K -135 -2%
SPW
915
Sonoma Private Wealth
California
$842K +$27.4K +178 +3%
IAS
916
Investment Advisory Services
Texas
$841K +$35.3K +229 +4%
SFG
917
Shum Financial Group
California
$839K +$839K +5,675 New
NWA
918
Navis Wealth Advisors
New York
$838K +$3.23K +21 +0.4%
LSA
919
Lansing Street Advisors
Pennsylvania
$836K -$462 -3 -0.1%
SWM
920
Segment Wealth Management
Texas
$836K – – –
JEST
921
JTC Employer Solutions Trustee
Jersey
$832K – – –
SCA
922
Sage Capital Advisors
South Dakota
$832K -$15.2K -99 -2%
CFB
923
Cullen/Frost Bankers
Texas
$818K +$4K +26 +0.5%
Bank Julius Baer & Co
924
Bank Julius Baer & Co
Switzerland
$816K -$53.1K -291 -6%
Franklin Resources
925
Franklin Resources
California
$812K -$163K -1,051 -17%
35 36
37
38 39