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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 %
ODIJL
551
One Day In July LLC
Vermont
$2.21M -$135K -1,014 -6%
MA
552
MBA Advisors
Pennsylvania
$2.21M -$1.03M -7,752 -32%
RFC
553
Regions Financial Corp
Alabama
$2.19M +$262K +1,974 +14%
VVP
554
Venture Visionary Partners
Ohio
$2.19M -$180K -1,353 -8%
TW
555
Transform Wealth
Colorado
$2.19M -$29.9K -225 -1%
NCM
556
Nelson Capital Management
California
$2.19M +$236K +1,780 +12%
IOOF
557
Independent Order of Foresters
Ontario, Canada
$2.17M – – –
Macquarie Group
558
Macquarie Group
Australia
$2.17M – – –
SHWM
559
Smith & Howard Wealth Management
Georgia
$2.17M -$194K -1,462 -8%
MGAM
560
McGowan Group Asset Management
Texas
$2.17M -$10.4K -78 -0.5%
RFO
561
RiverGlades Family Offices
Florida
$2.15M -$41.1K -310 -2%
KCM
562
Kanawha Capital Management
Virginia
$2.14M -$3.58K -27 -0.2%
SMF
563
Sterling Manor Financial
New York
$2.14M +$701K +5,278 +49%
RWPA
564
Richard W. Paul & Associates
Michigan
$2.12M +$30.1K +227 +1%
NL
565
NVWM LLC
Pennsylvania
$2.11M +$40.9K +308 +2%
AIFAIM
566
American Institute for Advanced Investment Management
Arizona
$2.1M +$258K +1,946 +14%
MIC
567
Means Investment Company
Maine
$2.09M -$33.1K -249 -2%
MWM
568
Marion Wealth Management
Pennsylvania
$2.09M +$43K +324 +2%
SF
569
Synovus Financial
Georgia
$2.08M -$321K -2,421 -13%
PFA
570
Pettinga Financial Advisors
Indiana
$2.08M +$175K +1,316 +9%
AFS
571
Access Financial Services
Minnesota
$2.07M -$37K -279 -2%
BCFS
572
Butensky & Cohen Financial Security
Florida
$2.07M +$46.9K +353 +2%
SI
573
Symmetry Investments
Jersey
$2.07M -$1.01M -7,638 -33%
BWM
574
BigSur Wealth Management
Florida
$2.06M -$133K -1,000 -6%
LNC
575
Lincoln National Corp
Pennsylvania
$2.06M -$285K -2,150 -12%
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