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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 %
PMFA
1201
Plante Moran Financial Advisors
Michigan
$191K +$5.21K +43 +3%
IAIM
1202
Industrial Alliance Investment Management
Quebec, Canada
$189K +$1.82K +15 +1%
PAI
1203
Pittenger & Anderson Inc
Nebraska
$187K – – –
BCP
1204
Blue Chip Partners
Michigan
$187K +$187K +1,541 New
AC
1205
AlphaCore Capital
California
$185K -$31.8K -263 -15%
RMC
1206
Resources Management Corp
Connecticut
$183K – – –
CA
1207
Crewe Advisors
Utah
$183K +$970 +8 +0.5%
BFPW
1208
BOK Financial Private Wealth
Colorado
$178K -$113K -933 -39%
KFI
1209
Key Financial Inc
Pennsylvania
$176K – – –
ST
1210
Smithfield Trust
Pennsylvania
$174K +$2.68K +22 +2%
PFBT
1211
Parkside Financial Bank & Trust
Missouri
$169K +$243 +2 +0.1%
SWM
1212
Selective Wealth Management
Virginia
$169K +$38.1K +314 +29%
AA
1213
Ancora Advisors
Ohio
$168K +$3.76K +31 +2%
HWMA
1214
Heritage Wealth Management (Arizona)
Arizona
$168K +$11.3K +93 +7%
FFA
1215
Founders Financial Alliance
North Carolina
$167K -$202K -1,667 -55%
PGAM
1216
Princeton Global Asset Management
New Jersey
$167K – – –
CHA
1217
Carmichael Hill & Associates
Maryland
$165K +$121 +1 +0.1%
LFG
1218
Larson Financial Group
Missouri
$162K +$139K +1,149 +614%
SC
1219
Sierra Capital
Florida
$158K -$6.18K -51 -4%
CQS
1220
Credential Qtrade Securities
$158K -$2.42K -20 -2%
AIM
1221
Acropolis Investment Management
Missouri
$157K -$1.21K -10 -0.8%
GWANC
1222
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K +$6.9K +57 +5%
CLOS
1223
Compagnie Lombard Odier SCmA
Switzerland
$153K +$84.7K +700 +124%
MPWT
1224
MassMutual Private Wealth & Trust
Connecticut
$151K -$288K -2,382 -66%
TC
1225
Truvestments Capital
Florida
$151K +$606 +5 +0.4%
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