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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 %
WCM
626
WealthBridge Capital Management
Ohio
$1.69M -$3.98K -30 -0.2%
RCAG
627
Rehmann Capital Advisory Group
Michigan
$1.69M -$17.5K -132 -1%
TI
628
tru Independence
Oregon
$1.68M -$5.04K -38 -0.3%
AIP
629
ARS Investment Partners
New York
$1.68M +$929 +7 +0.1%
WI
630
WBI Investments
New Jersey
$1.67M +$35K +264 +2%
KA
631
Kozak & Associates
Colorado
$1.66M +$336K +2,554 +25%
MIG
632
McGuire Investment Group
Rhode Island
$1.66M +$56.3K +424 +4%
OPWM
633
Oxinas Partners Wealth Management
Indiana
$1.65M -$239K -1,797 -13%
FIM
634
Fernwood Investment Management
Massachusetts
$1.65M +$3.45K +26 +0.2%
H
635
HoyleCohen
California
$1.64M +$89.6K +675 +6%
LC
636
Lavaca Capital
Texas
$1.64M +$319K +2,407 +24%
RWA
637
Rooted Wealth Advisors
Illinois
$1.63M +$1.63M +12,352 New
ML
638
McAdam LLC
Pennsylvania
$1.62M +$75.9K +572 +5%
CWM
639
Cornerstone Wealth Management
Missouri
$1.62M -$2.18M -16,451 -57%
GJIA
640
Glass Jacobson Investment Advisors
Maryland
$1.61M +$1.61M +12,136 New
FMTCOCP
641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.61M +$18.8K +142 +1%
MFS
642
Mirabella Financial Services
United Kingdom
$1.61M +$1.61M +12,094 New
PWM
643
Purus Wealth Management
California
$1.6M +$304K +2,294 +24%
Northwestern Mutual Wealth Management
644
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$37.2K +280 +2%
RBFC
645
Roman Butler Fullerton & Co
Missouri
$1.58M -$265 -2 -0%
WIM
646
Westside Investment Management
California
$1.58M – – –
EWA
647
Exencial Wealth Advisors
Oklahoma
$1.58M +$9.69K +73 +0.6%
CPC
648
Consolidated Planning Corp
Georgia
$1.58M +$1.58M +11,874 New
WAM
649
Wakefield Asset Management
Colorado
$1.57M +$1.57M +11,810 New
VFG
650
V2 Financial group
Illinois
$1.57M +$265 +2 +0%
24 25
26
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