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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 %
FNBOH
476
First National Bank of Hutchinson
Kansas
$2.82M -$25.9K -195 -0.9%
SW
477
Signify Wealth
Missouri
$2.82M +$2.82M +21,216 New
BCM
478
Boltwood Capital Management
California
$2.81M +$15.5K +117 +0.6%
AGA
479
Accuvest Global Advisors
Utah
$2.8M -$145K -1,089 -5%
FPW
480
Flagship Private Wealth
Massachusetts
$2.78M +$100K +754 +4%
C
481
Certuity
Florida
$2.77M -$104K -787 -4%
ORAM
482
One River Asset Management
Connecticut
$2.76M +$578K +4,391 +26%
CH
483
Canton Hathaway
Rhode Island
$2.75M – – –
TFA
484
Transamerica Financial Advisors
Florida
$2.74M -$796 -6 -0%
IA
485
IFG Advisory
Georgia
$2.74M -$81.6K -615 -3%
SIC
486
Salem Investment Counselors
North Carolina
$2.73M +$34.6K +261 +1%
PCA
487
Pallas Capital Advisors
Massachusetts
$2.71M +$1.59M +12,129 +142%
MAM
488
Meeder Asset Management
Ohio
$2.71M +$749K +5,642 +38%
BDAM
489
Blue Door Asset Management
Connecticut
$2.67M +$557K +4,200 +26%
MCM
490
Magnolia Capital Management
New York
$2.66M +$29.9K +225 +1%
BC
491
Bartlett & Co
Ohio
$2.66M -$6.64K -50 -0.2%
BCWM
492
Bartlett & Co Wealth Management
Ohio
$2.66M -$6.64K -50 -0.2%
BFS
493
Bard Financial Services
Connecticut
$2.65M – – –
WI
494
Wintrust Investments
Illinois
$2.64M +$2.64M +19,894 New
SJIM
495
St. Johns Investment Management
Florida
$2.64M +$57.9K +436 +2%
DLHL
496
Donald L. Hagan LLC
Florida
$2.63M +$1.69M +12,738 +179%
NFG
497
Nations Financial Group
Iowa
$2.62M +$27.5K +207 +1%
CCM
498
Crew Capital Management
Ohio
$2.61M +$1.9M +14,311 +267%
GT
499
Glenview Trust
Kentucky
$2.58M -$187K -1,410 -7%
SSB
500
Sandy Spring Bank
Maryland
$2.58M +$14.7K +111 +0.6%
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