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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,515 hedge funds and large institutions have $28.1B invested in Health Care Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 595 increasing their positions, 575 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.15%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.9%
New
107
Increased
595
Reduced
575
Closed
113
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$948M
2
Charles Schwab
Charles Schwab
California
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$64.4M
5
WG
Winton Group
United Kingdom
+$60.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$426M
2
Bank of America
Bank of America
North Carolina
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$199M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
401
Fidelity International
Bermuda
$3.61M -$976K -7,582 -21%
CWG
402
Cornerstone Wealth Group
North Carolina
$3.6M -$5.02K -39 -0.1%
JFG
403
Jefferies Financial Group
New York
$3.6M +$1.92M +14,902 +114%
ACA
404
Atlas Capital Advisors
Wyoming
$3.55M +$365K +2,832 +11%
TB
405
Treynor Bancshares
Iowa
$3.53M -$902K -7,007 -20%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.53M -$47.5K -369 -1%
EP
407
Edgestream Partners
New Jersey
$3.5M +$3.06M +23,789 +692%
AAS
408
Ameritas Advisory Services
Nebraska
$3.46M +$1.6M +12,393 +86%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$3.46M +$598K +4,647 +21%
EIP
410
Ellis Investment Partners
Pennsylvania
$3.42M +$47.2K +367 +1%
Wealthfront Advisers
411
Wealthfront Advisers
California
$3.42M +$234K +1,818 +7%
Lazard Asset Management
412
Lazard Asset Management
New York
$3.41M -$2.35M -18,225 -41%
LG
413
Leuthold Group
Minnesota
$3.4M +$372K +2,893 +12%
GWM
414
GoalFusion Wealth Management
Texas
$3.4M +$155K +1,204 +5%
CIAS
415
Capital Investment Advisory Services
North Carolina
$3.39M +$182K +1,411 +6%
DI
416
DFPG Investments
Utah
$3.39M -$10.5M -83,426 -76%
BCA
417
Bray Capital Advisors
Florida
$3.37M +$23.8K +185 +0.7%
WA
418
WESPAC Advisors
California
$3.36M +$214K +1,665 +7%
ACA
419
Affinity Capital Advisors
California
$3.35M +$1.09M +8,457 +48%
BPWM
420
Badgley Phelps Wealth Managers
Washington
$3.28M +$260K +2,020 +9%
HI
421
Harbour Investments
Wisconsin
$3.27M +$394K +3,063 +14%
ST
422
Sentinel Trust
Texas
$3.26M – – –
NM
423
NWI Management
New York
$3.22M +$3.22M +25,000 New
WT
424
Washington Trust
Rhode Island
$3.22M +$292K +2,269 +10%
JGIA
425
Jackson Grant Investment Advisers
Connecticut
$3.2M -$6.82K -53 -0.2%
15 16
17
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