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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 %
IFPG
526
Intrepid Financial Planning Group
Indiana
$2.37M -$40.6K -306 -2%
AWM
527
Avitas Wealth Management
California
$2.37M +$24.6K +185 +1%
AG
528
Ascent Group
Virginia
$2.36M -$35.5K -263 -1%
CIP
529
Capital Insight Partners
Arizona
$2.35M -$20.6K -155 -0.9%
JWA
530
JFS Wealth Advisors
Pennsylvania
$2.34M +$41.3K +311 +2%
IC
531
IEQ Capital
California
$2.33M +$1.14M +8,603 +96%
PG
532
Proffitt & Goodson
Tennessee
$2.33M -$15.1K -114 -0.6%
ACA
533
Affinity Capital Advisors
California
$2.33M +$1.55M +11,676 +199%
WQ
534
Wealth Quarterback
New Jersey
$2.33M +$2.33M +17,552 New
9WM
535
9258 Wealth Management
Ohio
$2.33M +$198K +1,492 +9%
1IA
536
1834 Investment Advisors
Wisconsin
$2.32M -$64.4K -485 -3%
Fisher Asset Management
537
Fisher Asset Management
Washington
$2.32M -$402K -3,029 -15%
HWM
538
HB Wealth Management
Georgia
$2.32M -$211K -1,592 -8%
CICI
539
Capital Investment Counsel Inc
North Carolina
$2.31M +$53.8K +405 +2%
RL
540
Retireful LLC
Michigan
$2.31M +$2.31M +17,387 New
CWP
541
Capital Wealth Planning
Florida
$2.3M +$40K +301 +2%
SW
542
SteelPeak Wealth
California
$2.3M -$2.58M -19,408 -53%
WAS
543
WESPAC Advisors SoCal
California
$2.29M -$10.6K -80 -0.5%
FA
544
Fagan Associates
New York
$2.27M -$13.9K -105 -0.6%
ZIG
545
Zullo Investment Group
Pennsylvania
$2.27M +$34.4K +259 +2%
MUAMU
546
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.26M -$2.26M -17,000 -50%
JCM
547
Jacobi Capital Management
Pennsylvania
$2.25M +$8.76K +66 +0.4%
Vontobel Holding
548
Vontobel Holding
Switzerland
$2.23M +$68.8K +518 +3%
JIC
549
Johnson Investment Counsel
Ohio
$2.22M -$130K -976 -6%
CA
550
Cresta Advisors
Texas
$2.22M +$2.22M +16,695 New
20 21
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