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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 %
WC
1001
Whitney & Co
New York
$368K -$19.6K -162 -5%
VCM
1002
Vivaldi Capital Management
Illinois
$368K -$4.79K -39 -1%
NCM
1003
Novare Capital Management
North Carolina
$368K +$119K +985 +48%
DBRC
1004
D.B. Root & Company
Pennsylvania
$367K -$207K -1,715 -36%
AA
1005
Addison Advisors
Vermont
$367K +$133K +1,100 +57%
RFN
1006
RDA Financial Network
Iowa
$366K -$37.5K -310 -9%
FMWA
1007
Forvis Mazars Wealth Advisors
Missouri
$366K – – –
CAL
1008
Capital Advisors Ltd
Ohio
$366K – – –
FA
1009
Fiducient Advisors
Illinois
$364K +$364K +3,003 New
WMS
1010
Wealth Management Solutions
Pennsylvania
$362K -$10.7K -88 -3%
WAM
1011
WealthTrust Asset Management
Florida
$360K -$12.1K -100 -3%
TC
1012
Trilogy Capital
California
$360K +$171K +1,409 +90%
AWM
1013
Affinity Wealth Management
Delaware
$360K +$360K +2,973 New
BMWM
1014
Brown Miller Wealth Management
Virginia
$359K +$359K +2,970 New
WAM
1015
Wallington Asset Management
Indiana
$358K +$7.14K +59 +2%
AC
1016
Avestar Capital
New York
$356K +$37.3K +308 +12%
SXL
1017
Summit X LLC
Missouri
$356K +$88K +725 +33%
JSC
1018
Jackson Square Capital
California
$355K +$605 +5 +0.2%
NEWAS
1019
N.E.W. Advisory Services
Wisconsin
$355K +$14.4K +119 +4%
GHAM
1020
Gilman Hill Asset Management
Connecticut
$354K – – –
LL
1021
LPWM LLC
Minnesota
$354K – – –
FAT
1022
First American Trust
California
$352K -$1.21K -10 -0.3%
EM
1023
ELCO Management
New York
$351K – – –
SAM
1024
Seelaus Asset Management
New Jersey
$351K +$727 +6 +0.2%
LSA
1025
Lansing Street Advisors
Pennsylvania
$349K +$1.33K +11 +0.4%
39 40
41
42 43