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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,537 hedge funds and large institutions have $29.7B invested in Health Care Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 587 increasing their positions, 592 reducing their positions, and 85 closing their positions.

Holders
1,537
Holders Change
+35
Holders Change %
+2.33%
% of All Funds
24.24%
Holding in Top 10
124
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.81%
% of All Funds
1.96%
New
130
Increased
587
Reduced
592
Closed
85
Calls
$1.28B
Puts
$1.58B
Net Calls
-$299M
Net Calls Change
+$235M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.02B
2
WA
2
WestEnd Advisors
North Carolina
$424M
3
Barclays
3
Barclays
United Kingdom
$206M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$426M
5
State Street
5
State Street
Massachusetts
$157M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$43.2M
2
Millennium Management
2
Millennium Management
New York
$12.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$481M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.97B
5
CM
5
Churchill Management
California
$199M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
251
AlphaMark Advisors
Kentucky
$8.36M 63,017 -12,614 -17%
HVIA
252
Hudson Valley Investment Advisors
New York
$8.31M 62,629 +2,345 +4%
TFA
253
Toth Financial Advisory
Virginia
$8.3M 62,557 +482 +0.8%
TW
254
TrinityPoint Wealth
Connecticut
$8.24M 62,065 +5,768 +10%
OPS
255
Orion Portfolio Solutions
Nebraska
$8.21M 61,827 +9,156 +17%
BCI
256
Brinker Capital Investments
Pennsylvania
$8.21M 61,827 +9,156 +17%
VIA
257
Vickerman Investment Advisors
Washington
$8.2M 61,776 +433 +0.7%
RA
258
RFG Advisory
Alabama
$8.1M 60,991 -1,823 -3%
EPA
259
Element Pointe Advisors
Florida
$8.06M 60,760 -1,288 -2%
NW
260
NewEdge Wealth
Pennsylvania
$7.81M 58,846 -122,107 -67%
HNW
261
High Note Wealth
Minnesota
$7.79M 58,687 -2,302 -4%
GWA
262
GGM Wealth Advisors
Maryland
$7.74M 59,497 +907 +2%
PWP
263
Perfromance Wealth Partners
Illinois
$7.6M 57,758 +9,301 +19%
5SA
264
5th Street Advisors
Connecticut
$7.55M 56,894 -11,117 -16%
TFGT
265
TS Financial Group (TSFG)
Illinois
$7.53M 56,753 -40,037 -41%
QFA
266
Quattro Financial Advisors
Texas
$7.48M 56,369 -11,684 -17%
ASN
267
Advisory Services Network
Georgia
$7.46M 56,233 +423 +0.8%
CC
268
Constitution Capital
Connecticut
$7.42M 55,926 +370 +0.7%
VA
269
Valmark Advisers
Ohio
$7.36M 55,427 +31,017 +127%
DAM
270
Deltec Asset Management
New York
$7.3M 55,020 +9,020 +20%
ZIG
271
Zurich Insurance Group
Switzerland
$7.24M 55,207 -23,441 -30%
SWM
272
SFG Wealth Management
Maryland
$7.22M 54,422 +1,713 +3%
FSC
273
Full Sail Capital
Oklahoma
$7.21M 54,303 -2,606 -5%
AWM
274
AAF Wealth Management
Massachusetts
$7.18M 54,116 +1,535 +3%
BS
275
Banco Santander
Spain
$7.17M 54,006 -15,026 -22%
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