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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 %
NFG
501
Nations Financial Group
Iowa
$2.53M +$40K +309 +2%
IFA
502
Interactive Financial Advisors
Illinois
$2.52M +$79.9K +617 +3%
SJIM
503
St. Johns Investment Management
Florida
$2.52M +$18.4K +142 +0.7%
SSB
504
Sandy Spring Bank
Maryland
$2.5M -$53.6K -414 -2%
AF
505
Apexium Financial
Texas
$2.49M -$59.6K -460 -2%
WAM
506
Weatherly Asset Management
California
$2.48M -$120K -930 -5%
HWM
507
HB Wealth Management
Georgia
$2.46M -$87K -672 -3%
GWSG
508
GPS Wealth Strategies Group
Colorado
$2.46M -$762K -5,883 -24%
TFA
509
Teamwork Financial Advisors
Texas
$2.45M -$7.52M -58,057 -75%
HI
510
Horizon Investments
North Carolina
$2.44M +$238K +1,838 +11%
KIA
511
Knollwood Investment Advisory
Maryland
$2.44M – – –
PIA
512
Perennial Investment Advisors
California
$2.43M +$549K +4,237 +29%
RWB
513
RMR Wealth Builders
New Jersey
$2.42M -$844K -6,521 -26%
Brown Advisory
514
Brown Advisory
Maryland
$2.42M -$341K -2,637 -12%
CW
515
CreativeOne Wealth
Kansas
$2.39M +$261K +2,016 +12%
BWL
516
Bogart Wealth LLC
Virginia
$2.39M +$95.5K +738 +4%
WCM
517
Windsor Capital Management
Arizona
$2.38M -$40.9K -316 -2%
LOIM
518
Liberty One Investment Management
Illinois
$2.38M -$12.6K -97 -0.5%
IFPG
519
Intrepid Financial Planning Group
Indiana
$2.35M +$518 +4 +0%
SF
520
Synovus Financial
Georgia
$2.35M -$202K -1,560 -8%
ANB
521
Amarillo National Bank
Texas
$2.34M – – –
1IA
522
1834 Investment Advisors
Wisconsin
$2.33M -$105K -809 -4%
AT
523
Avalon Trust
New Mexico
$2.33M +$2.33M +17,969 New
FWCM
524
Ferguson Wellman Capital Management
Oregon
$2.32M +$99.4K +768 +4%
CIP
525
Capital Insight Partners
Arizona
$2.31M -$31.5K -243 -1%
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