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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 %
BWM
1026
BCS Wealth Management
Tennessee
$628K +$32K +208 +5%
KLCM
1027
KG&L Capital Management
Louisiana
$625K -$11.4K -74 -2%
GAB
1028
German American Bancorp
Indiana
$624K +$61.6K +400 +11%
FPAS
1029
Focus Partners Advisor Solutions
Missouri
$624K +$115K +745 +23%
VCA
1030
Verdence Capital Advisors
Maryland
$621K -$122K -793 -16%
MC
1031
Montag & Caldwell
Georgia
$621K -$4.93K -32 -0.8%
MGWM
1032
Marks Group Wealth Management
Minnesota
$621K – – –
AFP
1033
Ausdal Financial Partners
Iowa
$620K -$13.4K -87 -2%
ERWM
1034
Elk River Wealth Management
Colorado
$619K – – –
FCA
1035
FLC Capital Advisors
California
$616K – – –
RIA
1036
RPG Investment Advisory
California
$615K -$55.3K -359 -8%
WAS
1037
Wealth Advisory Solutions
Indiana
$615K -$21.6K -140 -3%
AWE
1038
Avidian Wealth Enterprises
Texas
$613K +$50.2K +326 +9%
CWM
1039
Collaborative Wealth Management
Florida
$612K +$64.4K +418 +12%
OCM
1040
Orleans Capital Management
Louisiana
$610K +$7.7K +50 +1%
PTP
1041
Platform Technology Partners
New York
$609K +$126K +818 +26%
SFA
1042
Source Financial Advisors
New York
$609K -$47.4K -308 -7%
VWM
1043
Valley Wealth Managers
New Jersey
$608K -$35.7K -232 -6%
GWM
1044
Greenwich Wealth Management
Connecticut
$608K +$36.1K +234 +6%
AIM
1045
Allen Investment Management
New York
$607K – – –
UOTTAIMCU
1046
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$606K -$7.7K -50 -1%
WMG
1047
WESCAP Management Group
California
$605K -$154 -1 -0%
JIP
1048
Jaffetilchin Investment Partners
Florida
$605K +$616 +4 +0.1%
MWM
1049
MGB Wealth Management
Texas
$604K – – –
IFWM
1050
Institute for Wealth Management
Colorado
$604K +$22.9K +149 +4%
40 41
42
43 44