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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
+$546M
2
Bank of America
Bank of America
North Carolina
+$527M
3
MMH
Menora Mivtachim Holdings
Israel
+$453M
4
NAM
Nissay Asset Management
Japan
+$343M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$515M
2
WA
WestEnd Advisors
North Carolina
-$423M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$189M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
5
PF
Phoenix Financial
Israel
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
401
American Financial Advisors
Georgia
$3.69M +$503K +3,886 +16%
RA
402
Rockingstone Advisors
Massachusetts
$3.69M +$166K +1,282 +5%
OCPWS
403
One Charles Private Wealth Services
Massachusetts
$3.64M -$627K -4,841 -15%
LWM
404
Laidlaw Wealth Management
New York
$3.62M -$1.53M -11,856 -30%
NAG
405
Northstar Advisory Group
New Jersey
$3.61M +$3.61M +27,922 New
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.58M -$163K -1,256 -4%
CWG
407
Cornerstone Wealth Group
North Carolina
$3.58M +$3.58M +27,653 New
JIR
408
James Investment Research
Ohio
$3.57M -$191K -1,479 -5%
SAG
409
SageView Advisory Group
California
$3.57M -$1.96M -15,108 -35%
IC
410
Ikarian Capital
Texas
$3.56M +$3.56M +27,469 New
ACM
411
Allred Capital Management
Texas
$3.56M +$1.2M +9,232 +51%
GHA
412
Granite Harbor Advisors
Texas
$3.55M -$55.7K -430 -2%
SWM
413
Stockman Wealth Management
Montana
$3.52M +$666K +5,145 +23%
AIM
414
Astor Investment Management
Illinois
$3.51M +$61K +471 +2%
LWM
415
Lyell Wealth Management
California
$3.5M -$135K -1,043 -4%
FEG
416
Financial Enhancement Group
Indiana
$3.48M -$426K -3,256 -11%
GCP
417
GSA Capital Partners
United Kingdom
$3.44M +$3.44M +26,565 New
EIP
418
Ellis Investment Partners
Pennsylvania
$3.4M +$1.34M +10,329 +65%
M&T Bank
419
M&T Bank
New York
$3.36M +$40.4K +312 +1%
LFA
420
Laraway Financial Advisors
Minnesota
$3.32M -$125K -964 -4%
WCG
421
Wall Capital Group
Arizona
$3.32M +$3.32M +24,889 New
CWG
422
Crown Wealth Group
North Carolina
$3.31M -$1.28M -9,860 -28%
TRCT
423
Tower Research Capital (TRC)
New York
$3.29M -$1M -7,757 -23%
ST
424
Sentinel Trust
Texas
$3.28M -$519K -4,010 -14%
EWM
425
EPG Wealth Management
Georgia
$3.25M +$12.2K +94 +0.4%
15 16
17
18 19