XLV icon

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 %
CIAS
551
Capital Investment Advisory Services
North Carolina
$2.16M +$99.4K +768 +5%
BWM
552
BigSur Wealth Management
Florida
$2.14M -$426K -3,290 -17%
RFO
553
RiverGlades Family Offices
Florida
$2.14M -$79K -610 -4%
AHC
554
Anderson Hoagland & Co
Missouri
$2.14M +$178K +1,375 +9%
ECA
555
Elevated Capital Advisors
Utah
$2.13M +$26K +201 +1%
ORAM
556
One River Asset Management
Connecticut
$2.12M +$318K +2,482 +18%
MGAM
557
McGowan Group Asset Management
Texas
$2.12M -$73.5K -568 -3%
Macquarie Group
558
Macquarie Group
Australia
$2.12M – – –
IOOF
559
Independent Order of Foresters
Ontario, Canada
$2.12M – – –
Simplex Trading
560
Simplex Trading
Illinois
$2.12M -$247K -1,912 -10%
Vontobel Holding
561
Vontobel Holding
Switzerland
$2.11M +$1.12M +8,667 +114%
KCM
562
Kanawha Capital Management
Virginia
$2.09M -$7.12K -55 -0.3%
9WM
563
9258 Wealth Management
Ohio
$2.08M -$76.5K -591 -4%
MIC
564
Means Investment Company
Maine
$2.07M +$195K +1,509 +10%
AFS
565
Access Financial Services
Minnesota
$2.06M -$175K -1,348 -8%
BDAM
566
Blue Door Asset Management
Connecticut
$2.06M +$362K +2,800 +21%
NCM
567
Narwhal Capital Management
Georgia
$2.06M -$1.3K -10 -0.1%
PVH
568
Psagot Value Holdings
Israel
$2.05M +$1.56M +12,313 +319%
RWPA
569
Richard W. Paul & Associates
Michigan
$2.04M +$102K +789 +5%
TA
570
TKG Advisors
Indiana
$2.03M +$113K +875 +6%
PFS
571
Prospera Financial Services
Texas
$2.03M +$102K +788 +5%
BWM
572
BCGM Wealth Management
Indiana
$2.02M -$33.7K -260 -2%
NL
573
NVWM LLC
Pennsylvania
$2.02M +$21.6K +167 +1%
BC
574
Brookfield Corp
Ontario, Canada
$2.02M -$2.78M -21,448 -58%
SA
575
Strategic Advisors
New York
$2.02M +$61.1K +472 +3%
21 22
23
24 25