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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 %
VVP
526
Venture Visionary Partners
Ohio
$2.31M +$160K +1,235 +7%
SHWM
527
Smith & Howard Wealth Management
Georgia
$2.31M +$45.4K +351 +2%
AG
528
Ascent Group
Virginia
$2.3M -$84.4K -652 -4%
JIC
529
Johnson Investment Counsel
Ohio
$2.29M -$805K -6,221 -26%
PG
530
Proffitt & Goodson
Tennessee
$2.29M -$36K -278 -2%
ODIJL
531
One Day In July LLC
Vermont
$2.29M +$17.9K +138 +0.8%
LNC
532
Lincoln National Corp
Pennsylvania
$2.29M -$5.03M -38,840 -69%
AWM
533
Avitas Wealth Management
California
$2.29M +$75.5K +583 +3%
JF
534
JSF Financial
California
$2.28M +$1.2M +9,286 +111%
MAM
535
MMA Asset Management
Pennsylvania
$2.27M +$281K +2,170 +14%
WAS
536
WESPAC Advisors SoCal
California
$2.25M +$62.1K +480 +3%
JWA
537
JFS Wealth Advisors
Pennsylvania
$2.24M -$55.8K -431 -2%
RWA
538
Roberts Wealth Advisors
California
$2.23M -$434K -3,314 -16%
LG
539
Leuthold Group
Minnesota
$2.23M -$1.59M -12,276 -42%
FA
540
Fagan Associates
New York
$2.23M +$230K +1,779 +12%
SAM
541
Strategy Asset Managers
California
$2.21M +$52K +402 +2%
CICI
542
Capital Investment Counsel Inc
North Carolina
$2.21M -$114K -878 -5%
NECFA
543
New England Capital Financial Advisors
Connecticut
$2.21M -$12.3K -95 -0.6%
CWP
544
Capital Wealth Planning
Florida
$2.2M +$9.58K +74 +0.4%
BWM
545
BNC Wealth Management
Oregon
$2.2M +$100K +775 +5%
JCM
546
Jacobi Capital Management
Pennsylvania
$2.18M +$113K +871 +5%
VWA
547
Visionary Wealth Advisors
Illinois
$2.18M +$786K +6,072 +56%
ZIG
548
Zullo Investment Group
Pennsylvania
$2.18M +$96.5K +745 +5%
SW
549
SMART Wealth
Nebraska
$2.18M -$227K -1,753 -9%
TW
550
Transform Wealth
Colorado
$2.16M -$73.1K -565 -3%
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