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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 %
JFGIW
1126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K +$141K +915 +40%
JSC
1127
Jackson Square Capital
California
$493K -$23.1K -150 -4%
FT
1128
Fiduciary Trust
Massachusetts
$488K +$20K +130 +4%
MWM
1129
Modera Wealth Management
New Jersey
$487K +$65.8K +427 +16%
CB
1130
Community Bank
New York
$486K -$52.8K -343 -10%
AP
1131
Advisors Preferred
Maryland
$484K +$484K +3,160 New
E
1132
ETFidea
New York
$483K +$3.39K +22 +0.7%
WAM
1133
Wallington Asset Management
Indiana
$482K +$263K +1,711 +120%
SHF
1134
Safe Harbor Fiduciary
Florida
$480K +$480K +3,115 New
HR
1135
Hardy Reed
Mississippi
$475K – – –
PCM
1136
Parsons Capital Management
Rhode Island
$474K -$17.7K -115 -4%
SSWG
1137
Seven Springs Wealth Group
Tennessee
$471K – – –
PA
1138
Parkside Advisors
California
$471K – – –
FA
1139
Fountainhead AM
New Jersey
$469K +$11.2K +73 +2%
SBIA
1140
Sheaff Brock Investment Advisors
Indiana
$469K -$39K -253 -8%
FM
1141
Family Management
New York
$468K – – –
PWP
1142
Private Wealth Partners
California
$467K +$31.9K +207 +7%
CWM
1143
Centric Wealth Management
Illinois
$467K +$11K +74 +2%
HBW
1144
Hazlett, Burt & Watson
West Virginia
$466K -$15K -97 -3%
BONH
1145
Bank of New Hampshire
New Hampshire
$466K – – –
TFS
1146
Thoroughbred Financial Services
Tennessee
$465K +$10.9K +71 +2%
KWM
1147
Kaydan Wealth Management
Michigan
$464K – – –
SL
1148
SWMG LLC
Texas
$464K +$1.32K +9 +0.3%
MUAMU
1149
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$462K +$462K +3,000 New
S
1150
SignatureFD
Georgia
$462K -$22.8K -148 -5%
44 45
46
47 48