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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
$962M
2
Charles Schwab
Charles Schwab
California
$314M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$118M
5
WG
Winton Group
United Kingdom
$61.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$566M
2
Bank of America
Bank of America
North Carolina
$5.42B
3
Ameriprise
Ameriprise
Minnesota
$304M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
476
Providence First Trust
Arizona
$2.69M -$202K -1,570 -7%
BCM
477
Boltwood Capital Management
California
$2.68M -$45.1K -350 -2%
AF
478
Advisornet Financial
Minnesota
$2.66M -$284K -2,209 -10%
SIC
479
Salem Investment Counselors
North Carolina
$2.64M -$14.2K -110 -0.5%
CFO
480
Capitol Family Office
Oregon
$2.64M -$234K -1,819 -8%
NFG
481
Nations Financial Group
Iowa
$2.61M +$70.3K +546 +3%
MFS
482
Mirabella Financial Services
United Kingdom
$2.6M +$1.04M +8,096 +67%
BDAM
483
Blue Door Asset Management
Connecticut
$2.59M – – –
IAMOG
484
Investors Asset Management of Georgia
Georgia
$2.58M +$2.31M +17,920 +842%
SJIM
485
St. Johns Investment Management
Florida
$2.56M +$2.58K +20 +0.1%
Mackenzie Financial
486
Mackenzie Financial
Ontario, Canada
$2.55M +$1.25M +9,843 +97%
MCM
487
Magnolia Capital Management
New York
$2.55M -$33.5K -260 -1%
BCM
488
Brookstone Capital Management
Illinois
$2.54M +$660K +5,137 +35%
SSB
489
Sandy Spring Bank
Maryland
$2.54M +$41.1K +319 +2%
PMEF
490
Point72 Middle East FZE
United Arab Emirates
$2.54M +$2.54M +19,714 New
OMC
491
Old Mission Capital
Illinois
$2.53M +$2.53M +19,685 New
BCWM
492
Bartlett & Co Wealth Management
Ohio
$2.53M -$45.4K -353 -2%
BC
493
Bartlett & Co
Ohio
$2.53M -$45.4K -353 -2%
JWA
494
JFS Wealth Advisors
Pennsylvania
$2.51M +$248K +1,923 +11%
DLHL
495
Donald L. Hagan LLC
Florida
$2.5M -$49.1K -381 -2%
GIM
496
Grassi Investment Management
California
$2.5M +$7.08K +55 +0.3%
CC
497
Centiva Capital
New York
$2.5M -$1.38M -10,723 -36%
CRI
498
Colonial River Investments
Virginia
$2.47M +$3.35K +26 +0.1%
LFAS
499
Level Four Advisory Services
Texas
$2.43M -$413K -3,206 -15%
VF
500
Virtu Financial
New York
$2.43M +$2.43M +18,872 New
18 19
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