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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 %
LSPW
576
Lake Street Private Wealth
Illinois
$2M +$24.1K +186 +1%
MWM
577
Marion Wealth Management
Pennsylvania
$1.99M +$153K +1,178 +8%
BFEC
578
Benjamin F. Edwards & Company
Missouri
$1.99M -$8.19M -63,293 -80%
MIC
579
Meridian Investment Counsel
California
$1.99M – – –
BCFS
580
Butensky & Cohen Financial Security
Florida
$1.98M -$10.6K -82 -0.5%
AWM
581
Apollon Wealth Management
South Carolina
$1.98M +$303K +2,344 +18%
PI
582
Parkside Investments
Illinois
$1.97M +$676K +5,225 +52%
GAA
583
Global Assets Advisory
Florida
$1.96M -$197K -1,472 -9%
CC
584
Courier Capital
New York
$1.96M +$157K +1,213 +9%
WB
585
WesBanco Bank
West Virginia
$1.95M -$956K -7,382 -33%
FB
586
First Bancorp
Maine
$1.95M – – –
LC
587
Lindbrook Capital
California
$1.94M +$96.1K +742 +5%
SHGA
588
Sand Hill Global Advisors
California
$1.93M – – –
WAP
589
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$184K +1,420 +11%
MAM
590
Meeder Asset Management
Ohio
$1.91M -$13.6K -105 -0.7%
NCM
591
Nelson Capital Management
California
$1.9M +$199K +1,538 +12%
MW
592
Marcum Wealth
Ohio
$1.9M -$216K -1,670 -10%
MOS
593
MGO One Seven
Ohio
$1.9M +$300K +2,321 +19%
RFC
594
Regions Financial Corp
Alabama
$1.88M -$235K -1,819 -11%
TC
595
TAP Consulting
Missouri
$1.88M +$1.88M +14,503 New
MMA
596
Miracle Mile Advisors
California
$1.88M -$2.15M -16,646 -53%
SW
597
SVB Wealth
Massachusetts
$1.87M -$144K -1,115 -7%
CCG
598
Cypress Capital Group
Florida
$1.86M +$25.5K +197 +1%
PFA
599
Pettinga Financial Advisors
Indiana
$1.86M +$1.22M +9,445 +193%
PA
600
Parallel Advisors
California
$1.85M +$165K +1,274 +10%
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