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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 %
SW
1101
SkyOak Wealth
Michigan
$528K -$40.8K -265 -7%
UFA
1102
US Financial Advisors
Massachusetts
$524K -$59.9K -389 -10%
RFA
1103
Rollins Financial Advisors
New York
$523K -$54.7K -355 -9%
JAG
1104
Journey Advisory Group
Kentucky
$522K – – –
SLC
1105
Second Line Capital
Louisiana
$519K -$33.3K -216 -6%
SFC
1106
Strategic Financial Concepts
Texas
$518K -$76.5M -496,634 -99%
WPC
1107
Wedmont Private Capital
Pennsylvania
$518K +$755 +5 +0.1%
MPCL
1108
My Personal CFO LLC
Washington
$518K +$924 +6 +0.2%
UB
1109
UMB Bank
Missouri
$518K -$3.08K -20 -0.6%
WA
1110
Wealth Alliance
New York
$515K -$15.7K -102 -3%
IAMOG
1111
Investors Asset Management of Georgia
Georgia
$514K -$3.73M -24,239 -88%
CAL
1112
Capital Advisors Ltd
Ohio
$512K +$154 +1 +0%
VC
1113
Vicus Capital
Pennsylvania
$507K +$1.23K +8 +0.2%
SSWM
1114
Sheets Smith Wealth Management
North Carolina
$507K +$4.62K +30 +0.9%
CFCI
1115
Comprehensive Financial Consultants Institutional
Indiana
$506K -$77K -500 -13%
DP
1116
DDD Partners
Washington
$505K +$25.4K +165 +5%
SXL
1117
Summit X LLC
Missouri
$504K -$26.7K -183 -5%
MWP
1118
Moller Wealth Partners
$504K -$16.5K -107 -3%
BOH
1119
Bank of Hawaii
Hawaii
$501K – – –
ACM
1120
Advisors Capital Management
New Jersey
$501K -$74.9K -486 -13%
RFN
1121
RDA Financial Network
Iowa
$501K -$1.85K -12 -0.4%
MA
1122
Montag & Associates
Georgia
$501K +$14.3K +93 +3%
1CP
1123
17 Capital Partners
Arizona
$500K -$68.8K -447 -12%
SWA
1124
SOA Wealth Advisors
New York
$500K -$8.78K -57 -2%
DBRC
1125
D.B. Root & Company
Pennsylvania
$499K +$499K +3,239 New
43 44
45
46 47