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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 %
NL
576
NWAM LLC
Washington
$2.05M -$1.79M -13,467 -47%
Chevy Chase Trust
577
Chevy Chase Trust
Maryland
$2.05M -$3.23M -24,330 -61%
TA
578
TKG Advisors
Indiana
$2.05M -$33.4K -252 -2%
MIC
579
Meridian Investment Counsel
California
$2.04M -$2.66K -20 -0.1%
PMG
580
ProVise Management Group
Florida
$2.04M +$333K +2,507 +20%
LC
581
Lindbrook Capital
California
$2.02M +$28.4K +214 +1%
LSPW
582
Lake Street Private Wealth
Illinois
$2.01M -$34.6K -261 -2%
PP
583
Paloma Partners
Connecticut
$2.01M -$3.56M -26,800 -64%
HFW
584
Horizon Family Wealth
Illinois
$2M +$276K +2,081 +16%
FB
585
First Bancorp
Maine
$2M – – –
BFEC
586
Benjamin F. Edwards & Company
Missouri
$1.99M -$51.6K -389 -3%
GAA
587
Global Assets Advisory
Florida
$1.98M +$29.7K +224 +2%
SHGA
588
Sand Hill Global Advisors
California
$1.97M -$1.06K -8 -0.1%
PIA
589
Perennial Investment Advisors
California
$1.97M -$521K -3,926 -21%
Verition Fund Management
590
Verition Fund Management
Connecticut
$1.96M +$933K +7,028 +91%
CCG
591
Cypress Capital Group
Florida
$1.95M +$38.6K +291 +2%
MW
592
Marcum Wealth
Ohio
$1.95M -$1.06K -8 -0.1%
SFA
593
Sequoia Financial Advisors
Ohio
$1.94M +$447K +3,370 +30%
WB
594
WesBanco Bank
West Virginia
$1.94M -$63.3K -477 -3%
OLVIG
595
Oliver Lagore Vanvalin Investment Group
Michigan
$1.94M +$924K +6,964 +91%
RWA
596
Roberts Wealth Advisors
California
$1.91M -$358K -2,694 -16%
BCM
597
Brookstone Capital Management
Illinois
$1.89M -$19M -147,308 -91%
WAP
598
Wealthcare Advisory Partners
Pennsylvania
$1.89M -$84.8K -639 -4%
EWM
599
Endurance Wealth Management
Rhode Island
$1.89M +$21.9K +165 +1%
WANY
600
Wealthspire Advisors (New York)
New York
$1.87M -$5.71K -43 -0.3%
22 23
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