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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
24.9%
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 %
EM
1351
ELCO Management
New York
$280K – – –
FCM
1352
Firestone Capital Management
Florida
$279K -$11.4K -74 -4%
BFA
1353
Beacon Financial Advisory
Ohio
$279K +$20.3K +132 +8%
RIM
1354
Rockbridge Investment Management
New York
$277K +$8.47K +55 +3%
DWG
1355
Darden Wealth Group
Michigan
$277K +$28.7K +186 +12%
GSAM
1356
Grant Street Asset Management
Pennsylvania
$277K +$56.7K +368 +26%
TYCC
1357
Texas Yale Capital Corp
Florida
$277K – – –
PFG
1358
Pinnacle Financial Group
Illinois
$276K +$276K +1,792 New
WSCM
1359
Wellington Shields Capital Management
New York
$276K – – –
Financial Engines Advisors
1360
Financial Engines Advisors
California
$275K -$28.5K -185 -9%
ECM
1361
Evergreen Capital Management
Washington
$274K -$2.62K -17 -0.9%
SWM
1362
SilverOak Wealth Management
Minnesota
$273K +$3.39K +22 +1%
WA
1363
Wambolt & Associates
Colorado
$273K +$1.07K +7 +0.4%
TCWM
1364
Total Clarity Wealth Management
Illinois
$273K +$1.08K +7 +0.4%
SDAM
1365
Shulman DeMeo Asset Management
New York
$272K +$4.16K +27 +2%
FNBTCON
1366
First National Bank & Trust Co of Newtown
Pennsylvania
$271K +$15.4K +100 +6%
AF
1367
Alerus Financial
North Dakota
$270K -$2.55M -16,566 -90%
DTC
1368
Davidson Trust Company
Washington
$270K – – –
QWM
1369
Quadcap Wealth Management
Texas
$269K +$269K +1,749 New
PWM
1370
Provident Wealth Management
Tennessee
$268K – – –
PWM
1371
Penobscot Wealth Management
Maine
$268K -$18.6K -121 -6%
SFG
1372
Sovereign Financial Group
Connecticut
$268K -$462 -3 -0.2%
PAA
1373
Peregrine Asset Advisers
Oregon
$268K – – –
WCG
1374
Weaver Consulting Group
California
$268K +$14.6K +95 +6%
HCM
1375
Highview Capital Management
Illinois
$267K -$257K -1,666 -49%
53 54
55
56 57