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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 %
PFSC
976
Peoples Financial Services Corp
Pennsylvania
$398K – – –
CP
977
Cumberland Partners
Ontario, Canada
$397K +$3.27K +27 +0.8%
MA
978
MUFG Americas
New York
$395K -$11.1K -92 -3%
WSCM
979
Wellington Shields Capital Management
New York
$395K – – –
FFP
980
Forbes Financial Planning
Rhode Island
$394K -$7.03K -58 -2%
PSF
981
Pacific Sun Financial
California
$394K +$37.9K +313 +11%
BTWM
982
Baker Tilly Wealth Management
Wisconsin
$393K -$121K -1,000 -24%
CAM
983
Cozad Asset Management
Illinois
$390K +$42K +347 +12%
MCM
984
Maryland Capital Management
Maryland
$388K – – –
PP
985
Patron Partners
Texas
$386K +$4.97K +41 +1%
LI
986
LMCG Investments
Massachusetts
$386K +$386K +3,186 New
BPWM
987
Badgley Phelps Wealth Managers
Washington
$385K -$1.21K -10 -0.3%
PWM
988
PRW Wealth Management
Massachusetts
$383K +$1.45K +12 +0.4%
RCS
989
Retirement Capital Strategies
California
$382K -$26.6K -220 -7%
AAMA
990
Advanced Asset Management Advisors
Ohio
$382K +$1.21K +10 +0.3%
PHS
991
Pekin Hardy Strauss
Illinois
$381K +$123K +1,015 +48%
FT
992
Fiduciary Trust
Massachusetts
$379K – – –
SDAM
993
Shulman DeMeo Asset Management
New York
$379K +$1.09K +9 +0.3%
PWM
994
Pinnacle Wealth Management
California
$379K +$379K +3,127 New
KTC
995
Kistler-Tiffany Companies
Pennsylvania
$375K +$484 +4 +0.1%
CTC
996
Central Trust Company
Missouri
$375K +$5.45K +45 +1%
HT
997
HighTower Trust
Texas
$374K -$158K -1,303 -30%
ACP
998
Ashfield Capital Partners
California
$373K -$847 -7 -0.2%
LWANC
999
Laurel Wealth Advisors (North Carolina)
North Carolina
$372K +$10K +83 +3%
CWM
1000
C2C Wealth Management
Arizona
$370K – – –
38 39
40
41 42