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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 %
VWM
1326
Vigilare Wealth Management
Arizona
$292K +$308 +2 +0.1%
WB
1327
Webster Bank
Connecticut
$292K +$33.9K +220 +13%
SAM
1328
Silvercrest Asset Management
New York
$291K – – –
WW
1329
Waterfront Wealth
Kansas
$290K +$290K +1,949 New
MCA
1330
Magnolia Capital Advisors
Mississippi
$290K -$35.6K -231 -11%
TCM
1331
Traynor Capital Management
Pennsylvania
$290K -$2.16K -14 -0.7%
FLII
1332
First Long Island Investors
New York
$290K – – –
TAM
1333
Townsend Asset Management
North Carolina
$289K +$1.08K +7 +0.4%
CFO
1334
Collective Family Office
Pennsylvania
$289K -$30.8K -200 -10%
WAM
1335
WealthTrust Asset Management
Florida
$288K -$34.3K -223 -11%
LIM
1336
Leavell Investment Management
Alabama
$288K +$288K +1,872 New
PG
1337
Prostatis Group
Maryland
$288K +$5.7K +37 +2%
GC
1338
Garde Capital
Washington
$288K – – –
WA
1339
WealthTrust Axiom
Pennsylvania
$287K -$1.08K -7 -0.4%
TAM
1340
Titleist Asset Management
Texas
$287K -$40.5K -263 -12%
AWA
1341
Amplius Wealth Advisors
Pennsylvania
$287K -$34.8K -226 -11%
GTAM
1342
Global Trust Asset Management
Florida
$286K +$179K +1,160 +166%
CHA
1343
Carmichael Hill & Associates
Maryland
$286K +$78.7K +511 +38%
AGP
1344
Autumn Glory Partners
Texas
$286K -$5.85K -38 -2%
CB
1345
Cadence Bank
Mississippi
$286K – – –
WLIM
1346
White Lighthouse Investment Management
Massachusetts
$285K – – –
BIA
1347
Benchmark Investment Advisors
Illinois
$284K -$4.62K -30 -2%
IIA
1348
IPG Investment Advisors
California
$283K +$19.3K +125 +7%
CGA
1349
Crescent Grove Advisors
Illinois
$282K – – –
GIA
1350
Guyasuta Investment Advisors
Pennsylvania
$281K +$6.47K +42 +2%
52 53
54
55 56