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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 %
ARC
276
Advisor Resource Council
Texas
$6.99M +$5.92M +44,215 +554%
NCM
277
Next Capital Management
New York
$6.96M +$63K +487 +0.9%
MWPCG
278
Measured Wealth Private Client Group
New Hampshire
$6.84M -$14.8K -114 -0.2%
SWM
279
SFG Wealth Management
Maryland
$6.82M +$1.07M +8,301 +19%
OPS
280
Orion Portfolio Solutions
Nebraska
$6.82M +$914K +7,059 +15%
BCI
281
Brinker Capital Investments
Pennsylvania
$6.82M +$6.09M +47,078 +842%
CPA
282
Capital Planning Advisors
California
$6.82M -$962K -7,428 -12%
AWM
283
AAF Wealth Management
Massachusetts
$6.81M +$419K +3,233 +7%
Bank of New York Mellon
284
Bank of New York Mellon
New York
$6.77M -$342K -2,638 -5%
MWA
285
MFA Wealth Advisors
Pennsylvania
$6.73M +$165K +1,271 +3%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$6.57M +$526K +4,064 +9%
DWM
287
Darwin Wealth Management
Florida
$6.52M -$1.28M -9,541 -16%
EC
288
Estate Counselors
Wisconsin
$6.52M +$6.52M +50,370 New
VFM
289
Valley Financial Management
New York
$6.51M -$2.26M -17,459 -26%
HCMG
290
Howard Capital Management Group
California
$6.51M +$53.3K +412 +0.8%
Cerity Partners
291
Cerity Partners
New York
$6.45M -$994K -3,634 -13%
TFCP
292
Twin Focus Capital Partners
Massachusetts
$6.41M +$478K +3,689 +8%
SPWG
293
Sage Private Wealth Group
Illinois
$6.4M +$595K +4,595 +10%
TVAMP
294
Tennessee Valley Asset Management Partners
Tennessee
$6.36M +$2.99M +23,132 +89%
Lazard Asset Management
295
Lazard Asset Management
New York
$6.29M -$2.26M -17,464 -26%
PWP
296
Perfromance Wealth Partners
Illinois
$6.27M +$2.65M +20,497 +73%
Allianz Asset Management
297
Allianz Asset Management
Germany
$6.23M -$7.37M -56,900 -54%
PWAG
298
Polaris Wealth Advisory Group
California
$6.21M -$192K -1,483 -3%
CFC
299
Client First Capital
California
$6.11M -$181K -1,396 -3%
SSA
300
Schonfeld Strategic Advisors
New York
$6.09M +$465K +3,590 +8%
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