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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,502 hedge funds and large institutions have $28.8B invested in Health Care Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 567 increasing their positions, 593 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
-98
Holders Change %
-6.13%
% of All Funds
24.04%
Holding in Top 10
123
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-22.15%
% of All Funds
1.97%
New
114
Increased
567
Reduced
593
Closed
173
Calls
$1.27B
Puts
$1.81B
Net Calls
-$534M
Net Calls Change
+$1.08B

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$727M
2
Bank of America
Bank of America
North Carolina
$5.81B
3
MMH
Menora Mivtachim Holdings
Israel
$453M
4
NAM
Nissay Asset Management
Japan
$743M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$223M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.64B
2
WA
WestEnd Advisors
North Carolina
$365M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$39.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.14B
5
PF
Phoenix Financial
Israel
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
251
Evercore Wealth Management
New York
$8.2M -$1.05M -8,076 -11%
RA
252
RFG Advisory
Alabama
$8.13M +$252K +1,946 +3%
VF
253
Virtu Financial
New York
$8.05M +$8.05M +62,144 New
TFA
254
Toth Financial Advisory
Virginia
$8.04M -$102K -785 -1%
EPA
255
Element Pointe Advisors
Florida
$8.03M -$887K -6,852 -10%
Renaissance Technologies
256
Renaissance Technologies
New York
$8M -$1.66M -12,800 -17%
VIA
257
Vickerman Investment Advisors
Washington
$7.94M +$395K +3,054 +5%
PAS
258
Park Avenue Securities
New York
$7.93M +$620K +4,792 +8%
BFWA
259
Benchmark Financial Wealth Advisors
Florida
$7.91M +$265K +2,048 +3%
HNW
260
High Note Wealth
Minnesota
$7.9M +$39.1K +302 +0.5%
FPCP
261
Fort Point Capital Partners
California
$7.84M -$220K -1,696 -3%
IWC
262
Integrated Wealth Concepts
Massachusetts
$7.82M -$28M -216,292 -78%
HVIA
263
Hudson Valley Investment Advisors
New York
$7.8M +$347K +2,683 +5%
CWA
264
Consilio Wealth Advisors
Washington
$7.68M +$434K +3,349 +6%
CA
265
Crumly & Associates
Illinois
$7.61M +$442K +3,415 +6%
PWMG
266
Prestige Wealth Management Group
New Jersey
$7.61M -$736K -5,684 -9%
GWA
267
GGM Wealth Advisors
Maryland
$7.59M +$78.6K +607 +1%
FSC
268
Full Sail Capital
Oklahoma
$7.37M -$4.79K -37 -0.1%
TW
269
TrinityPoint Wealth
Connecticut
$7.29M -$308K -2,377 -4%
ASN
270
Advisory Services Network
Georgia
$7.23M -$368K -2,840 -5%
CC
271
Constitution Capital
Connecticut
$7.19M +$677K +5,230 +10%
SIMM
272
Stillwater Investment Management (Minnesota)
Minnesota
$7.12M +$170K +1,311 +2%
RFM
273
Royal Fund Management
Florida
$7.07M -$1.07M -8,301 -13%
RSWM
274
Robertson Stephens Wealth Management
California
$7.03M +$2.72K +21 +0%
PIN
275
Prudent Investors Network
California
$7M -$938K -7,247 -12%
9 10
11
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