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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
$161M
2
UBS Group
UBS Group
Switzerland
$584M
3
SGDR
SPX Gestao de Recursos
Brazil
$105M
4
Victory Capital Management
Victory Capital Management
Texas
$106M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$672M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$238M
2
MPCL
My Personal CFO LLC
Washington
$306K
3
Goldman Sachs
Goldman Sachs
New York
$839M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
SR
Swiss Re
Switzerland
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
1176
Stableford Capital II
Arizona
$213K +$2.15K +17 +1%
PSIWM
1177
Paradigm Strategies in Wealth Management
Minnesota
$213K +$213K +1,759 New
CCG
1178
Coastwise Capital Group
California
$212K -$35.4K -293 -14%
TCM
1179
Traynor Capital Management
Pennsylvania
$212K -$3.15K -26 -1%
UIA
1180
Ulland Investment Advisors
Minnesota
$212K – – –
RIM
1181
Rockbridge Investment Management
New York
$211K – – –
WA
1182
Wealth Architects
California
$211K +$2.06K +17 +1%
HLOC
1183
H.L. Ormond & Company
North Carolina
$210K -$1.09K -9 -0.5%
WI
1184
WBI Investments
New Jersey
$209K +$235 +2 +0.1%
ZIM
1185
Zacks Investment Management
Illinois
$208K +$208K +1,719 New
IWA
1186
IBEX Wealth Advisors
New Jersey
$207K -$2.91K -24 -1%
HI
1187
Hudock Inc
Pennsylvania
$207K +$62.9K +520 +44%
KA
1188
Kozak & Associates
Colorado
$207K +$76.5K +625 +59%
BWM
1189
BCS Wealth Management
Tennessee
$207K +$207K +1,708 New
CBN
1190
Cadence Bank NA
Texas
$206K -$14.5K -120 -7%
TDC
1191
Thompson Davis & Co
Virginia
$206K +$206K +1,698 New
AA
1192
Aire Advisors
California
$203K -$42.8K -354 -17%
FA
1193
Fountainhead AM
New Jersey
$203K -$23.9K -197 -11%
SDWIA
1194
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K – – –
CA
1195
Carson Advisory
Georgia
$202K +$363 +3 +0.2%
CWM
1196
Cahaba Wealth Management
Georgia
$201K – – –
GSAM
1197
Grant Street Asset Management
Pennsylvania
$201K – – –
MC
1198
Miramar Capital
Illinois
$201K +$201K +1,528 New
AA
1199
Auxano Advisors
Washington
$200K +$200K +1,648 New
FNBOSM
1200
First National Bank of South Miami
Florida
$193K – – –
46 47
48
49 50