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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 %
WA
1426
Wealth Architects
California
$232K – – –
TWM
1427
TriaGen Wealth Management
California
$232K – – –
1SB
1428
1ST Source Bank
Indiana
$231K – – –
SFG
1429
Snider Financial Group
Washington
$229K – – –
RRCM
1430
Rappaport Reiches Capital Management
Illinois
$229K -$15.9K -103 -6%
CB
1431
Chris Bulman
California
$228K – – –
SFS
1432
Sharp Financial Services
Pennsylvania
$227K +$227K +1,475 New
BFC
1433
Blue Fin Capital
Rhode Island
$227K +$227K +1,471 New
PWLP
1434
Prio Wealth Limited Partnership
Massachusetts
$226K – – –
FNBOMD
1435
First National Bank of Mount Dora
Florida
$226K – – –
SWP
1436
Strategic Wealth Partners
Ohio
$226K -$18.8K -122 -8%
ACP
1437
Aviance Capital Partners
Florida
$225K -$103K -666 -31%
GP
1438
Greenline Partners
New York
$225K -$154 -1 -0.1%
CFC
1439
Coyle Financial Counsel
Illinois
$224K -$2.92K -20 -1%
FCFC
1440
First Citizens Financial Corp
Iowa
$224K +$224K +1,455 New
MWM
1441
MinichMacGregor Wealth Management
New York
$224K +$770 +5 +0.3%
CCA
1442
Clearwater Capital Advisors
Illinois
$224K +$224K +1,453 New
HIA
1443
HTG Investment Advisors
Connecticut
$223K +$1.54K +10 +0.7%
BIP
1444
Blueprint Investment Partners
North Carolina
$222K +$222K +1,444 New
1WA
1445
180 Wealth Advisors
Washington
$222K -$8.01K -52 -3%
HCP
1446
Hexagon Capital Partners
Arkansas
$222K -$29.3K -190 -12%
MG
1447
Mather Group
Illinois
$221K -$413K -2,682 -65%
TA
1448
TFB Advisors
Kansas
$221K +$221K +1,437 New
SFM
1449
Stack Financial Management
Montana
$221K -$16.3K -106 -7%
CAWM
1450
Capital Advisors Wealth Management
Washington
$220K -$23K -149 -9%
56 57
58
59 60