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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,515 hedge funds and large institutions have $28.1B invested in Health Care Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 595 increasing their positions, 575 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.15%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.9%
New
107
Increased
595
Reduced
575
Closed
113
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$948M
2
Charles Schwab
Charles Schwab
California
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$64.4M
5
WG
Winton Group
United Kingdom
+$60.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$426M
2
Bank of America
Bank of America
North Carolina
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$199M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
576
Castleview Partners
Texas
$1.93M +$1.89M +14,664 +4,444%
TFA
577
Transamerica Financial Advisors
Florida
$1.93M -$729K -5,661 -27%
TCB
578
Texas Capital Bancshares
Texas
$1.92M +$1.92M +14,877 New
SHGA
579
Sand Hill Global Advisors
California
$1.91M – – –
OLVIG
580
Oliver Lagore Vanvalin Investment Group
Michigan
$1.91M +$33.7K +262 +2%
GAA
581
Global Assets Advisory
Florida
$1.91M -$11.5K -89 -0.6%
RFC
582
Regions Financial Corp
Alabama
$1.9M -$227K -1,760 -11%
CG
583
Colony Group
Massachusetts
$1.9M -$10.8M -84,086 -85%
HH
584
Hilltop Holdings
Texas
$1.9M +$706K +5,487 +59%
Vontobel Holding
585
Vontobel Holding
Switzerland
$1.89M -$276K -2,143 -13%
HWP
586
Hibernia Wealth Partners
Louisiana
$1.88M +$1.88M +14,615 New
AGA
587
Accuvest Global Advisors
Utah
$1.87M -$847K -6,577 -31%
CCG
588
Cypress Capital Group
Florida
$1.87M -$18.9K -147 -1%
CWM
589
Concentrum Wealth Management
California
$1.87M +$192K +1,493 +11%
MW
590
Marcum Wealth
Ohio
$1.86M -$27.7K -215 -1%
TCBWMS
591
Texas Capital Bank Wealth Management Services
Texas
$1.86M +$1.86M +14,460 New
CCM
592
Cullen Capital Management
New York
$1.86M -$2.93M -22,792 -61%
PFA
593
Pettinga Financial Advisors
Indiana
$1.85M -$168K -1,308 -8%
Cerity Partners
594
Cerity Partners
New York
$1.84M -$2.08M -16,184 -53%
CAG
595
Crestwood Advisors Group
Massachusetts
$1.84M +$1.58M +12,303 +614%
RWA
596
Roberts Wealth Advisors
California
$1.84M -$45K -343 -2%
IF
597
Intrua Financial
Texas
$1.84M +$1.62M +12,588 +752%
PPP
598
Private Portfolio Partners
New Jersey
$1.82M +$71.7K +557 +4%
WAP
599
Wealthcare Advisory Partners
Pennsylvania
$1.8M -$24.2K -188 -1%
WA
600
WP Advisors
California
$1.8M +$1.42K +11 +0.1%
22 23
24
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