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 %
SS
1051
Sunbelt Securities
Texas
$602K +$924 +6 +0.2%
SHA
1052
Seneca House Advisors
Virginia
$600K -$770 -5 -0.1%
IIA
1053
Integral Investment Advisors
California
$599K +$69.2K +449 +13%
BFW
1054
Brady Family Wealth
Missouri
$598K – – –
Empower Advisory Group
1055
Empower Advisory Group
Colorado
$597K -$124K -806 -17%
SFM
1056
Signet Financial Management
New Jersey
$596K -$114K -740 -16%
LA
1057
Lynch & Associates
Indiana
$596K – – –
OPW
1058
Oxler Private Wealth
New York
$595K -$4.78K -31 -0.8%
EWM
1059
Edge Wealth Management
New York
$592K – – –
EWM
1060
Elevatus Welath Management
New York
$588K +$54.5K +354 +10%
DFA
1061
Davies Financial Advisors
California
$581K +$581K +3,773 New
JWBC
1062
J.W. Burns & Co
New York
$581K -$1.54K -10 -0.3%
GAA
1063
Global Assets Advisory
Florida
$578K +$578K +3,774 New
FMWA
1064
Forvis Mazars Wealth Advisors
Missouri
$576K – – –
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$576K -$5.7K -37 -1%
DFG
1066
Delta Financial Group
New Jersey
$572K +$616 +4 +0.1%
SC
1067
Savant Capital
Illinois
$571K -$6.93K -45 -1%
CCWM
1068
Correct Capital Wealth Management
Missouri
$571K -$158K -1,023 -22%
GIM
1069
Goelzer Investment Management
Indiana
$570K -$7.24K -47 -1%
TRCT
1070
Tower Research Capital (TRC)
New York
$569K -$5.8M -37,674 -91%
FA
1071
Fortis Advisors
Pennsylvania
$564K +$20.8K +135 +4%
SAM
1072
Secure Asset Management
Michigan
$561K +$295K +1,917 +111%
AFAS
1073
Acorn Financial Advisory Services
Virginia
$560K -$36K -234 -6%
ERIM
1074
Eagle Ridge Investment Management
Connecticut
$559K – – –
MF
1075
Montis Financial
Massachusetts
$559K +$559K +3,631 New
41 42
43
44 45