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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
+$447M
2
WA
WestEnd Advisors
North Carolina
+$424M
3
Barclays
Barclays
United Kingdom
+$160M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$157M
5
State Street
State Street
Massachusetts
+$128M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.05B
2
Millennium Management
Millennium Management
New York
-$300M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$264M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$226M
5
CM
Churchill Management
California
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
501
Courier Capital
New York
$2.58M +$568K +4,280 +28%
GIM
502
Grassi Investment Management
California
$2.57M -$98.8K -744 -4%
BWL
503
Bogart Wealth LLC
Virginia
$2.57M +$120K +902 +5%
GWSG
504
GPS Wealth Strategies Group
Colorado
$2.55M +$31.1K +234 +1%
ECA
505
Elevated Capital Advisors
Utah
$2.55M +$358K +2,696 +16%
AF
506
Apexium Financial
Texas
$2.54M -$15.5K -117 -0.6%
CRI
507
Colonial River Investments
Virginia
$2.54M -$465K -3,502 -15%
WAM
508
Weatherly Asset Management
California
$2.54M -$6.64K -50 -0.3%
TSS
509
Two Sigma Securities
New York
$2.53M +$1.83M +13,772 +260%
AHC
510
Anderson Hoagland & Co
Missouri
$2.52M +$324K +2,443 +15%
AWM
511
Atticus Wealth Management
Florida
$2.5M -$296K -2,232 -11%
KIA
512
Knollwood Investment Advisory
Maryland
$2.5M – – –
RWB
513
RMR Wealth Builders
New Jersey
$2.49M +$5.04K +38 +0.2%
CWMGP
514
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.49M +$2.49M +18,737 New
SW
515
SMART Wealth
Nebraska
$2.48M +$254K +1,911 +11%
Koshinski Asset Management
516
Koshinski Asset Management
Illinois
$2.46M -$633K -4,766 -20%
MAM
517
MMA Asset Management
Pennsylvania
$2.46M +$131K +987 +6%
IFA
518
Interactive Financial Advisors
Illinois
$2.43M -$160K -1,206 -6%
LOIM
519
Liberty One Investment Management
Illinois
$2.41M -$21.9K -165 -0.9%
ANB
520
Amarillo National Bank
Texas
$2.4M – – –
WCM
521
Windsor Capital Management
Arizona
$2.39M -$54.2K -408 -2%
NECFA
522
New England Capital Financial Advisors
Connecticut
$2.39M +$127K +958 +6%
SAM
523
Strategy Asset Managers
California
$2.39M +$118K +891 +5%
AT
524
Avalon Trust
New Mexico
$2.39M – – –
FWCM
525
Ferguson Wellman Capital Management
Oregon
$2.38M +$664 +5 +0%
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