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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 %
MBT
476
Montecito Bank & Trust
California
$2.74M -$110K -848 -4%
AWM
477
Atticus Wealth Management
Florida
$2.73M -$3.47M -26,801 -56%
BCM
478
Boltwood Capital Management
California
$2.73M -$15.4K -119 -0.6%
ANTB
479
AMG National Trust Bank
Colorado
$2.73M +$149K +1,150 +6%
GB
480
Gunma Bank
Japan
$2.72M – – –
GT
481
Glenview Trust
Kentucky
$2.7M -$47.9K -370 -2%
F4L
482
Fortune 45 LLC
Louisiana
$2.69M +$132K +1,021 +5%
CH
483
Canton Hathaway
Rhode Island
$2.68M +$74.3K +574 +3%
TFA
484
Transamerica Financial Advisors
Florida
$2.67M +$115K +888 +4%
CWM
485
Chesapeake Wealth Management
Virginia
$2.67M -$97K -749 -4%
WIP
486
WealthCare Investment Partners
Rhode Island
$2.66M +$863K +6,668 +48%
Fisher Asset Management
487
Fisher Asset Management
Washington
$2.66M -$110M -848,668 -98%
GLA
488
Good Life Advisors
Pennsylvania
$2.65M -$438K -3,381 -14%
SIC
489
Salem Investment Counselors
North Carolina
$2.63M -$32.4K -250 -1%
SFPG
490
Stonebridge Financial Planning Group
Florida
$2.63M +$684K +5,281 +35%
FPW
491
Flagship Private Wealth
Massachusetts
$2.61M +$136K +1,049 +5%
GIM
492
Grassi Investment Management
California
$2.61M -$31.7K -245 -1%
BCWM
493
Bartlett & Co Wealth Management
Ohio
$2.6M – – –
BC
494
Bartlett & Co
Ohio
$2.6M – – –
BOM
495
Bank of Marin
California
$2.6M +$68.4K +528 +3%
BFS
496
Bard Financial Services
Connecticut
$2.59M -$73.8K -570 -3%
MCM
497
Magnolia Capital Management
New York
$2.57M +$27.2K +210 +1%
LHWM
498
Lake Hills Wealth Management
Texas
$2.56M +$480K +3,706 +23%
IA
499
IAM Advisory
Pennsylvania
$2.54M -$150K -1,156 -6%
DAS
500
Dynamic Advisor Solutions
Arizona
$2.54M +$543K +4,197 +27%
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