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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 %
3LCM
601
3D/L Capital Management
Connecticut
$1.84M +$1.84M +14,214 New
OPWM
602
Oxinas Partners Wealth Management
Indiana
$1.84M +$128K +990 +7%
WANY
603
Wealthspire Advisors (New York)
New York
$1.83M +$16.6K +128 +0.9%
WA
604
WP Advisors
California
$1.82M -$101K -781 -5%
LIA
605
LBMC Investment Advisors
Tennessee
$1.82M +$5.05K +39 +0.3%
EWM
606
Endurance Wealth Management
Rhode Island
$1.82M +$41.2K +318 +2%
IA
607
IFP Advisors
Florida
$1.81M -$964K -12,876 -35%
PT
608
Plimoth Trust
Massachusetts
$1.81M +$46.1K +356 +3%
GSC
609
G&S Capital
Colorado
$1.79M +$9.97K +77 +0.6%
CWM
610
Cedar Wealth Management
California
$1.78M +$568K +4,389 +47%
LSA
611
Lansing Street Advisors
Pennsylvania
$1.77M -$21.5K -166 -1%
Bank of Nova Scotia
612
Bank of Nova Scotia
Ontario, Canada
$1.76M +$35K +270 +2%
QIM
613
Quest Investment Management
Oregon
$1.73M +$99.6K +769 +6%
JHCP
614
Jackson Hole Capital Partners
Oklahoma
$1.73M +$577K +4,456 +50%
Tudor Investment Corp
615
Tudor Investment Corp
Connecticut
$1.73M +$33.4K +258 +2%
HWA
616
Hillcrest Wealth Advisors
New Jersey
$1.72M +$129K +1,000 +8%
BS
617
Bessemer Securities
New York
$1.72M +$233K +1,800 +16%
GFA
618
Gallagher Fiduciary Advisors
Illinois
$1.72M +$1.72M +13,260 New
AIFAIM
619
American Institute for Advanced Investment Management
Arizona
$1.71M -$389K -3,155 -19%
CG
620
Cutler Group
California
$1.71M +$1.71M +13,237 New
FCP
621
Fidelis Capital Partners
Florida
$1.71M +$1.71M +12,775 New
HFW
622
Horizon Family Wealth
Illinois
$1.69M -$156K -1,208 -8%
PPP
623
Private Portfolio Partners
New Jersey
$1.68M +$106K +816 +7%
CCMW
624
Cypress Capital Management (Wyoming)
Wyoming
$1.66M – – –
RCAG
625
Rehmann Capital Advisory Group
Michigan
$1.66M +$176K +1,357 +12%
23 24
25
26 27