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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 %
Luther King Capital Management (LKCM)
1101
Luther King Capital Management (LKCM)
Texas
$269K -$284K – –
AIP
1102
Ahrens Investment Partners
Louisiana
$268K -$24.3K -200 -8%
RMAM
1103
Raab & Moskowitz Asset Management
New Jersey
$267K -$11.5K -95 -4%
ACP
1104
Aviance Capital Partners
Florida
$267K +$3.03K +25 +1%
SAS
1105
Sanford Advisory Services
Michigan
$266K -$20.3K -168 -7%
RCA
1106
Ranch Capital Advisors
Florida
$266K +$12K +99 +5%
FUBT
1107
First United Bank & Trust
Maryland
$264K -$23.8K -197 -8%
OPCM
1108
Osborne Partners Capital Management
California
$264K +$10.4K +86 +4%
WSFS
1109
Wilmington Savings Fund Society
Delaware
$263K – – –
CGA
1110
Crescent Grove Advisors
Illinois
$262K +$45.6K +377 +21%
IAS
1111
Investment Advisory Services
Texas
$261K +$1.21K +10 +0.5%
PCMC
1112
Paragon Capital Management (Colorado)
Colorado
$259K – – –
IAMOG
1113
Investors Asset Management of Georgia
Georgia
$257K -$2.75M -22,695 -91%
FHB
1114
First Hawaiian Bank
Hawaii
$257K -$38.3K -317 -13%
TCOO
1115
Trust Company of Oklahoma
Oklahoma
$256K – – –
SP
1116
Successful Portfolios
Florida
$255K – – –
PWLP
1117
Prio Wealth Limited Partnership
Massachusetts
$255K -$20.8K -172 -8%
AWA
1118
Acorn Wealth Advisors
Michigan
$254K +$1.09K +9 +0.4%
EFS
1119
Essex Financial Services
Connecticut
$253K -$13.1K -108 -5%
AWAG
1120
ARS Wealth Advisors Group
Florida
$252K +$2.18K +18 +0.9%
TI
1121
Truepoint Inc
Ohio
$251K -$270K -2,226 -52%
NLG
1122
New Legacy Group
New York
$248K – – –
PIMG
1123
Patriot Investment Management Group
Tennessee
$247K – – –
CS
1124
Capital Square
Tennessee
$247K – – –
KW
1125
KWB Wealth
California
$247K +$44.2K +365 +22%
43 44
45
46 47