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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 %
MW
1401
MBL Wealth
North Carolina
$249K -$236K -1,530 -49%
CAG
1402
Curtis Advisory Group
California
$249K – – –
SCTC
1403
Sanibel Captiva Trust Company
Florida
$248K -$7.39K -48 -3%
YIA
1404
YHB Investment Advisors
Connecticut
$247K +$154 +1 +0.1%
JFA
1405
JNBA Financial Advisors
Minnesota
$246K -$33.1K -215 -12%
FCAS
1406
First Command Advisory Services
Texas
$243K +$31.3K +203 +15%
OMC
1407
Old Mission Capital
Illinois
$242K +$242K +1,573 New
WI
1408
Wintrust Investments
Illinois
$242K -$2.42M -15,763 -91%
CT
1409
Colonial Trust
South Carolina
$242K -$1.08K -7 -0.4%
FWA
1410
FSM Wealth Advisors
Ohio
$242K -$8.32K -54 -3%
OAS
1411
Optivise Advisory Services
Tennessee
$241K – – –
KFSC
1412
Keystone Financial Services (Colorado)
Colorado
$241K +$13.2K +86 +6%
IA
1413
Inspire Advisors
Idaho
$241K -$77.2K -501 -24%
RA
1414
Rise Advisors
New York
$241K -$2.77K -18 -1%
TCBWMS
1415
Texas Capital Bank Wealth Management Services
Texas
$240K -$100K -650 -29%
CA
1416
Continuum Advisory
Idaho
$240K -$9.68K -67 -4%
CCG
1417
Coastwise Capital Group
California
$240K -$20.8K -135 -8%
LCWP
1418
Legacy Capital Wealth Partners
Arkansas
$239K +$239K +1,551 New
MFG
1419
MidWestOne Financial Group
Iowa
$238K +$15.6K +101 +7%
BTI
1420
Blue Trust Inc
Georgia
$237K +$99.8K +685 +73%
GFP
1421
Gryphon Financial Partners
Ohio
$236K +$1.69K +11 +0.7%
TPW
1422
Tiller Private Wealth
Pennsylvania
$235K +$15.2K +99 +7%
GPW
1423
Gray Private Wealth
Massachusetts
$233K – – –
BFAG
1424
Blackston Financial Advisory Group
Florida
$233K +$233K +1,512 New
HH
1425
HWG Holdings
Texas
$233K -$84.1K -546 -27%
55 56
57
58 59