XLV icon

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 %
PMSA
1276
Patrick M. Sweeney & Associates
Illinois
$324K – – –
MWS
1277
Maxwell Wealth Strategies
California
$321K – – –
SFB
1278
STAR Financial Bank
Indiana
$321K – – –
SCP
1279
Sandhill Capital Partners
New York
$321K – – –
NCM
1280
Novare Capital Management
North Carolina
$319K +$7.7K +50 +2%
RIA
1281
Richwood Investment Advisors
Ohio
$319K -$19.3K -125 -6%
CAMG
1282
CWA Asset Management Group
Florida
$319K +$319K +2,069 New
MPCA
1283
Madison Park Capital Advisors
Washington
$318K -$16.6K -108 -5%
SEP
1284
Southland Equity Partners
Missouri
$317K +$308 +2 +0.1%
AWCI
1285
Alpine Woods Capital Investors
New York
$317K – – –
HWMO
1286
Heritage Wealth Management (Ohio)
Ohio
$316K – – –
SA
1287
SpiderRock Advisors
Delaware
$315K -$308 -2 -0.1%
CWA
1288
Choice Wealth Advisors
Maine
$313K -$6.62K -43 -2%
BPCE
1289
Bank Pictet & Cie (Europe)
Germany
$313K – – –
NSIM
1290
North Star Investment Management
Illinois
$313K – – –
Balyasny Asset Management
1291
Balyasny Asset Management
Illinois
$312K -$3.4M -22,046 -92%
DBIA
1292
Dumont & Blake Investment Advisors
New Jersey
$312K -$311K -2,018 -50%
FFA
1293
Founders Financial Alliance
North Carolina
$311K +$2.16K +14 +0.7%
FPF
1294
First Pacific Financial
Washington
$311K +$311K +2,020 New
TWCA
1295
Two West Capital Advisors
Kansas
$310K +$12.9K +84 +4%
MIA
1296
MainStreet Investment Advisors
Illinois
$308K -$1.08K -7 -0.3%
ISB
1297
Iowa State Bank
Iowa
$308K – – –
MMG
1298
Monetary Management Group
Missouri
$308K +$46.2K +300 +18%
CAL
1299
Capital Analysts LLC
Pennsylvania
$308K +$52.5K +340 +21%
QP
1300
Quartz Partners
New York
$307K +$307K +1,990 New
50 51
52
53 54