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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 %
AWM
1026
Accel Wealth Management
Iowa
$349K +$96.4K +763 +38%
PWM
1027
Palumbo Wealth Management
New York
$348K +$1.09K +9 +0.3%
ZCA
1028
Zeke Capital Advisors
Pennsylvania
$346K – – –
1WM
1029
1900 Wealth Management
Texas
$345K – – –
PCMF
1030
Private Capital Management (Florida)
Florida
$342K +$75.2K +621 +28%
GWM
1031
Greenwich Wealth Management
Connecticut
$341K – – –
CFCI
1032
Comprehensive Financial Consultants Institutional
Indiana
$340K – – –
HBW
1033
Hazlett, Burt & Watson
West Virginia
$339K +$4.96K +41 +1%
WTC
1034
WhitTier Trust Company
Nevada
$338K +$847 +7 +0.3%
CB
1035
Community Bank
New York
$338K +$8.49K +70 +3%
CFO
1036
CVA Family Office
Colorado
$334K – – –
TCM
1037
Twin Capital Management
Pennsylvania
$334K +$334K +2,760 New
SWM
1038
SeaCrest Wealth Management
New York
$333K -$35.2K -291 -10%
CWM
1039
Calamos Wealth Management
Illinois
$332K – – –
PFP
1040
Paragon Financial Partners
California
$328K +$242 +2 +0.1%
NCM
1041
NCM Capital Management
New Jersey
$327K – – –
FLC
1042
Fifth Lane Capital
Texas
$325K +$321K +2,646 +7,151%
AFAS
1043
Acorn Financial Advisory Services
Virginia
$323K +$13.3K +110 +4%
MCA
1044
Magnolia Capital Advisors
Mississippi
$323K +$30.7K +253 +10%
SAF
1045
Smith Anglin Financial
Texas
$323K +$127K +1,050 +65%
FPB
1046
First PREMIER Bank
South Dakota
$321K – – –
MHS
1047
M Holdings Securities
Oregon
$320K -$56.3K -465 -15%
RBC
1048
Romano Brothers & Co
Illinois
$319K +$319K +2,635 New
CT
1049
Colonial Trust
South Carolina
$317K +$317K +2,621 New
BOTW
1050
Bank of the West
California
$316K +$316K +2,612 New
40 41
42
43 44