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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.

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

Top Sellers

1
EWA
EP Wealth Advisors
California
$43.2M
2
Millennium Management
Millennium Management
New York
$12.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$481M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.97B
5
CM
Churchill Management
California
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
401
Cornerstone Wealth Group
North Carolina
$3.72M +$48.7K +367 +1%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M +$9.16K +69 +0.2%
DJSG
403
D.J. St. Germain
Massachusetts
$3.68M +$3.68M +27,750 New
GHA
404
Granite Harbor Advisors
Texas
$3.68M +$38.9K +293 +1%
Squarepoint
405
Squarepoint
New York
$3.64M -$26.9M -202,576 -88%
LWM
406
Laidlaw Wealth Management
New York
$3.63M -$80.4K -606 -2%
SWM
407
Stockman Wealth Management
Montana
$3.53M -$72.6K -547 -2%
BAM
408
Belpointe Asset Management
Nevada
$3.5M +$464K +3,492 +15%
EIP
409
Ellis Investment Partners
Pennsylvania
$3.48M -$398 -3 -0%
SCA
410
Snowden Capital Advisors
New York
$3.45M +$150K +1,128 +5%
VCP
411
Verus Capital Partners
Arizona
$3.45M -$467K -3,522 -12%
BCA
412
Bray Capital Advisors
Florida
$3.45M -$1.44M -10,822 -29%
SVWAG
413
Sound View Wealth Advisors Group
Georgia
$3.45M +$329K +2,478 +11%
JIR
414
James Investment Research
Ohio
$3.4M -$264K -1,986 -7%
ST
415
Sentinel Trust
Texas
$3.36M – – –
GWM
416
GoalFusion Wealth Management
Texas
$3.34M +$295K +2,225 +10%
WCG
417
Wall Capital Group
Arizona
$3.34M +$112K +862 +3%
AA
418
AlphaQ Advisors
Florida
$3.32M – – –
CIAS
419
Capital Investment Advisory Services
North Carolina
$3.31M +$1.09M +8,229 +49%
JGIA
420
Jackson Grant Investment Advisers
Connecticut
$3.3M +$9.69K +73 +0.3%
Wealthfront Advisers
421
Wealthfront Advisers
California
$3.29M +$179K +1,350 +6%
ACA
422
Atlas Capital Advisors
Wyoming
$3.28M +$421K +3,172 +15%
AWM
423
Apollon Wealth Management
South Carolina
$3.28M +$1.26M +9,473 +62%
FTUS
424
Flow Traders U.S.
New York
$3.28M +$3.28M +24,692 New
LFA
425
Laraway Financial Advisors
Minnesota
$3.27M -$138K -1,039 -4%
15 16
17
18 19