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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.

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
1
Goldman Sachs
New York
$1.01B
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$489M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.08B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$336M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.85B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.66B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$12.9M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
Citigroup
4
Citigroup
New York
$199M
5
Charles Schwab
5
Charles Schwab
California
$94M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$22M 142,699 -28,765 -17%
AIC
127
Ayalon Insurance Company
Israel
$21.4M 138,734 -329 -0.2%
IA
128
IMZ Advisory
Florida
$21.3M 140,582 -6,347 -4%
PWMG
129
Prestige Wealth Management Group
New Jersey
$21.3M 138,188 +3,157 +2%
KF
130
Krilogy Financial
Missouri
$21.2M 137,969 +1,086 +0.8%
TLIC
131
Taiyo Life Insurance Company
Japan
$21.1M 137,000 -73,000 -35%
William Blair & Company
132
William Blair & Company
Illinois
$21.1M 136,824 +22,363 +20%
HCP
133
Holt Capital Partners
Texas
$21M 136,616 +7,618 +6%
AAS
134
Avantax Advisory Services
Texas
$20.8M 134,883 -94,706 -41%
DC
135
Davenport & Co
Virginia
$20.6M 134,038 -11,854 -8%
IWM
136
IHT Wealth Management
Illinois
$20.6M 133,679 +39,131 +41%
CF
137
Clarity Financial
Texas
$20.5M 133,047 +4,527 +4%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$20.5M 133,625 -2,775 -2%
Comerica Bank
139
Comerica Bank
Texas
$20.3M 132,116 -4,023 -3%
MIM
140
Miller Investment Management
Pennsylvania
$19.5M 126,727 +1,874 +2%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$19.4M 126,118 +7,073 +6%
BAM
142
Brave Asset Management
New Jersey
$19.4M 125,852 -121 -0.1%
BRWA
143
B. Riley Wealth Advisors
Florida
$19.1M 125,417 +17,482 +16%
TCWA
144
Turtle Creek Wealth Advisors
Texas
$19M 123,386 +121,691 +7,179%
PWM
145
Perigon Wealth Management
California
$19M 123,379 -518 -0.4%
Cerity Partners
146
Cerity Partners
New York
$18.8M 122,105 +12,931 +12%
CIA
147
Concurrent Investment Advisors
Florida
$18.5M 120,063 -1,106 -0.9%
Corient Private Wealth
148
Corient Private Wealth
Florida
$18.4M 119,616 +4,161 +4%
BHB
149
Bank Hapoalim BM
Israel
$18.1M 117,535 +3,959 +3%
Squarepoint
150
Squarepoint
New York
$17.9M 116,131 -123,591 -52%
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