XLV icon

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 %
EWA
926
EverSource Wealth Advisors
Alabama
$805K +$57.6K +374 +8%
CTC
927
Central Trust Company
Missouri
$805K -$15.4K -100 -2%
AI
928
Axecap Investments
Ohio
$804K +$804K +5,217 New
SYBT
929
Stock Yards Bank & Trust
Kentucky
$803K -$247K -1,606 -24%
WC
930
Waterloo Capital
Texas
$801K -$10.3K -67 -1%
AFO
931
Allie Family Office
Florida
$800K – – –
DIM
932
DLK Investment Management
California
$800K -$9.7K -63 -1%
WCF
933
West Coast Financial
California
$797K +$79.5K +516 +11%
IA
934
Insight Advisors
Pennsylvania
$797K +$5.39K +35 +0.7%
CIM
935
Contravisory Investment Management
Massachusetts
$796K -$14K -91 -2%
MWM
936
Mosley Wealth Management
California
$796K +$796K +5,257 New
FDCP
937
Foster Dykema Cabot & Partners
Massachusetts
$795K – – –
AGM
938
Alpine Global Management
New York
$792K +$501K +3,250 +172%
HWA
939
Heritage Wealth Advisors
Virginia
$789K – – –
CWM
940
Comprehensive Wealth Management
Washington
$787K +$38.4K +249 +5%
ATC
941
Argent Trust Co
Tennessee
$786K +$27.6K +179 +4%
PCA
942
Providence Capital Advisors
North Carolina
$784K +$12.9K +84 +2%
CMI
943
Clare Market Investments
Texas
$782K -$136K -886 -15%
UAG
944
United Advisor Group
Ohio
$777K +$777K +5,045 New
FPCP
945
Fort Point Capital Partners
California
$771K -$102K -660 -12%
GI
946
GAMCO Investors
Connecticut
$770K – – –
SRC
947
Shufro Rose & Co
New York
$767K – – –
BWP
948
Balboa Wealth Partners
Arizona
$765K -$5.39K -35 -0.7%
PIA
949
Panoramic Investment Advisors
Colorado
$762K +$762K +4,950 New
CCM
950
Chilton Capital Management
Texas
$762K -$11.1K -72 -1%
36 37
38
39 40