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
24.9%
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
$1.01B
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$336M
5
Morgan Stanley
Morgan Stanley
New York
$1.85B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.66B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.9M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
Citigroup
Citigroup
New York
$199M
5
Charles Schwab
Charles Schwab
California
$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
1451
Galvin Gaustad & Stein
Arizona
$220K -$10.6K -69 -5%
BCG
1452
Breakwater Capital Group
New Jersey
$220K – – –
APP
1453
Avantax Planning Partners
Iowa
$220K +$220K +1,429 New
HP
1454
Holistic Planning
Texas
$220K +$220K +1,428 New
CMAI
1455
Capital Management Associates Inc
Minnesota
$220K +$462 +3 +0.2%
CWP
1456
Cyndeo Wealth Partners
Florida
$220K +$220K +1,426 New
NAM
1457
NorthCrest Asset Manangement
Minnesota
$219K +$219K +1,425 New
GWMR
1458
GC Wealth Management RIA
Massachusetts
$219K +$219K +1,423 New
SC
1459
Soundwatch Capital
Connecticut
$219K +$219K +1,421 New
PIM
1460
Penobscot Investment Management
Massachusetts
$218K +$218K +1,417 New
SPA
1461
Sentinel Pension Advisors
Massachusetts
$218K +$308 +2 +0.1%
JIC
1462
Joel Isaacson & Co
New York
$218K +$218K +1,416 New
FSA
1463
Fort Sheridan Advisors
Illinois
$216K +$216K +1,401 New
CFA
1464
Capstone Financial Advisors
Illinois
$216K -$69.9K -454 -24%
AWM
1465
Angeles Wealth Management
California
$216K +$216K +1,400 New
TWM
1466
Trueblood Wealth Management
Ohio
$215K – – –
First Manhattan
1467
First Manhattan
New York
$214K – – –
SFC
1468
SYM Financial Corp
Indiana
$213K – – –
ST
1469
Smithfield Trust
Pennsylvania
$213K – – –
AA
1470
Ancora Advisors
Ohio
$213K -$12.9K -84 -6%
TC
1471
Truvestments Capital
Florida
$213K +$213K +1,380 New
CFSG
1472
Community Financial Services Group
Vermont
$210K +$210K +1,363 New
PWM
1473
Prosperity Wealth Management
California
$210K +$210K +1,362 New
GHA
1474
GW Henssler & Associates
Georgia
$209K +$209K +1,359 New
FFG
1475
Fiduciary Financial Group
California
$207K +$303 +2 +0.1%
57 58
59
60 61