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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 %
TA
451
TruWealth Advisors
Louisiana
$2.95M +$43.8K +338 +2%
AF
452
Advisornet Financial
Minnesota
$2.94M +$43.8K +338 +2%
CRI
453
Colonial River Investments
Virginia
$2.93M +$187K +1,445 +7%
CAC
454
Certified Advisory Corp
Florida
$2.91M +$5.96K +46 +0.2%
ABC
455
Associated Banc-Corp
Wisconsin
$2.9M -$43.9K -339 -1%
UAS
456
United Asset Strategies
New York
$2.89M -$910K -15,691 -24%
AGA
457
Accuvest Global Advisors
Utah
$2.88M -$2.12M -16,338 -42%
KA
458
Kovack Advisors
Florida
$2.87M -$651K -5,026 -18%
PFT
459
Providence First Trust
Arizona
$2.87M -$335K -2,586 -10%
CFO
460
Capitol Family Office
Oregon
$2.86M +$62.4K +482 +2%
HGERS
461
Householder Group Estate & Retirement Specialist
Arizona
$2.86M +$2.86M +22,058 New
HI
462
Harbour Investments
Wisconsin
$2.85M -$830K -6,414 -23%
SFS
463
Sowell Financial Services
Arkansas
$2.85M +$243K +1,874 +9%
LFAS
464
Level Four Advisory Services
Texas
$2.82M +$173K +1,333 +7%
PWP
465
Principle Wealth Partners
Connecticut
$2.81M +$157K +1,211 +6%
MSAM
466
Moloney Securities Asset Management
Missouri
$2.81M +$25.5K +197 +0.9%
C
467
Certuity
Florida
$2.81M +$2.59K +20 +0.1%
ACA
468
Atlas Capital Advisors
Wyoming
$2.79M -$1.94M -14,978 -41%
HG
469
Herbst Group
Connecticut
$2.79M +$29.3K +226 +1%
CSWG
470
Cardinal Strategic Wealth Guidance
Kentucky
$2.78M +$131K +1,013 +5%
MIM
471
MTM Investment Management
South Carolina
$2.78M +$25.4K +196 +0.9%
NEPWA
472
New England Private Wealth Advisors
Massachusetts
$2.77M +$393K +3,034 +16%
FNBOH
473
First National Bank of Hutchinson
Kansas
$2.77M -$36.2K -280 -1%
BFG
474
Bleakley Financial Group
New Jersey
$2.77M +$1.61M +12,421 +139%
IA
475
IFG Advisory
Georgia
$2.75M -$610K -4,712 -18%
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