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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 %
TFA
1751
Trinity Financial Advisors
Ohio
– – -3,086 Closed
AWM
1752
Alterna Wealth Management
Texas
– – -2,999 Closed
WFA
1753
Wellspring Financial Advisors
Ohio
– – -2,863 Closed
LIP
1754
Lighthouse Investment Partners
Florida
– – -2,561 Closed
CWS
1755
Confluence Wealth Services
Pennsylvania
– – -2,480 Closed
ZIM
1756
Zacks Investment Management
Illinois
– – -2,422 Closed
PP
1757
Prudential plc
United Kingdom
– – -2,398 Closed
XT
1758
XTX Topco
Cayman Islands
– – -2,328 Closed
ZF
1759
Zega Financial
Florida
– – -2,158 Closed
KWA
1760
Kellett Wealth Advisors
Ohio
– – -2,112 Closed
FFA
1761
First Foundation Advisors
California
– – -2,051 Closed
CWG
1762
Crown Wealth Group
North Carolina
– – -2,021 Closed
CC
1763
Cypress Capital
Tennessee
– – -2,010 Closed
TWP
1764
TFO Wealth Partners
Ohio
– – -1,983 Closed
NEWAS
1765
N.E.W. Advisory Services
Wisconsin
– – -1,869 Closed
BWM
1766
BNC Wealth Management
Oregon
– – -1,711 Closed
TPW
1767
TL Private Wealth
Texas
– – -1,666 Closed
IAA
1768
Ironsides Asset Advisors
North Carolina
– – -1,635 Closed
FA
1769
Faithward Advisors
Pennsylvania
– – -1,469 Closed
GF
1770
Gries Financial
Ohio
– – -1,444 Closed
TWP
1771
Tempus Wealth Planning
California
– – -1,387 Closed
PI
1772
PEAK6 Investments
Illinois
– – -1,320 Closed
FF
1773
Friedenthal Financial
New Jersey
– – -988 Closed
VF
1774
VitalStone Financial
Texas
– – -981 Closed
TLA
1775
Tanglewood Legacy Advisors
Texas
– – -641 Closed
69 70
71
72 73