XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,515 hedge funds and large institutions have $28.1B invested in Health Care Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 595 increasing their positions, 575 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.15%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.9%
New
107
Increased
595
Reduced
575
Closed
113
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$948M
2
Charles Schwab
Charles Schwab
California
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$64.4M
5
WG
Winton Group
United Kingdom
+$60.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$426M
2
Bank of America
Bank of America
North Carolina
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$199M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
1226
Optiver Holding
Netherlands
$233K +$233K +1,812 New
WAM
1227
WNY Asset Management
New York
$233K +$233K +1,808 New
FHB
1228
First Hawaiian Bank
Hawaii
$233K -$4.64K -36 -2%
WA
1229
WealthTrust Axiom
Pennsylvania
$232K – – –
HR
1230
Hardy Reed
Mississippi
$231K – – –
WSCM
1231
Wellington Shields Capital Management
New York
$230K – – –
WWM
1232
WT Wealth Management
Arizona
$230K -$129K -1,005 -36%
TWM
1233
TriaGen Wealth Management
California
$229K – – –
PSIWM
1234
Paradigm Strategies in Wealth Management
Minnesota
$229K +$644 +5 +0.3%
OPCM
1235
Osborne Partners Capital Management
California
$229K – – –
Luther King Capital Management (LKCM)
1236
Luther King Capital Management (LKCM)
Texas
$228K -$237K – –
SRSA
1237
S.R. Schill & Associates
Washington
$228K -$217K -1,687 -49%
TCM
1238
Traynor Capital Management
Pennsylvania
$228K +$7.21K +56 +3%
DTC
1239
Davidson Trust Company
Washington
$226K +$226K +1,756 New
RIM
1240
Rockbridge Investment Management
New York
$225K – – –
WCM
1241
Whitener Capital Management
North Carolina
$224K +$17K +132 +8%
JCM
1242
Jag Capital Management
Missouri
$224K -$13K -101 -5%
GIA
1243
Guyasuta Investment Advisors
Pennsylvania
$224K – – –
NP
1244
NorthRock Partners
Minnesota
$224K -$6.57K -51 -3%
OPPS
1245
Obsidian Personal Planning Solutions
Maryland
$224K -$80.5K -625 -26%
SW
1246
Simplicity Wealth
New Jersey
$223K +$223K +1,733 New
SDAM
1247
Shulman DeMeo Asset Management
New York
$223K +$515 +4 +0.2%
CT
1248
Colonial Trust
South Carolina
$223K – – –
SFG
1249
Sovereign Financial Group
Connecticut
$222K +$222K +1,726 New
PP
1250
Pacifica Partners
Canada
$222K – – –
48 49
50
51 52