XLV icon

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 %
CWM
651
Concentrum Wealth Management
California
$1.51M -$93K -718 -6%
PGWM
652
Pitti Group Wealth Management
New York
$1.51M -$17.5K -135 -1%
ML
653
McAdam LLC
Pennsylvania
$1.51M +$1.19M +9,201 +379%
OIA
654
OneDigital Investment Advisors
Kansas
$1.51M +$401K +3,098 +36%
ICP
655
Interchange Capital Partners
Pennsylvania
$1.49M +$313K +2,420 +27%
JCM
656
Janney Capital Management
Pennsylvania
$1.49M -$24.8M -191,254 -94%
SCM
657
SOL Capital Management
Maryland
$1.49M -$19.4K -150 -1%
DI
658
Diligent Investors
California
$1.48M +$13.7K +106 +0.9%
WP
659
WealthPLAN Partners
Nebraska
$1.46M -$58.3K -450 -4%
SFA
660
Sequoia Financial Advisors
Ohio
$1.46M -$30.3K -234 -2%
BCP
661
Berkeley Capital Partners
Georgia
$1.44M -$187K -1,442 -11%
OCM
662
Objective Capital Management
Ohio
$1.43M +$39.7K +307 +3%
CFB
663
Cullen/Frost Bankers
Texas
$1.42M +$55.4K +428 +4%
EW
664
Evoke Wealth
California
$1.42M +$68.6K +530 +5%
WT
665
Washington Trust
Rhode Island
$1.4M +$595K +4,598 +74%
Wealth Enhancement Advisory Services
666
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$296K +2,284 +27%
SMF
667
Sterling Manor Financial
New York
$1.4M -$143K -1,107 -9%
BA
668
Birinyi Associates
Connecticut
$1.39M -$64.6K -499 -4%
BFP
669
Briaud Financial Planning
Texas
$1.39M +$111K +859 +9%
WBCM
670
Wilson & Boucher Capital Management
California
$1.39M +$30.4K +235 +2%
BCM
671
Bayesian Capital Management
New York
$1.39M +$1.1M +8,473 +380%
PJSIMP
672
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.38M -$4.5K -34 -0.3%
CIBC Private Wealth Group
673
CIBC Private Wealth Group
Georgia
$1.38M -$200K -1,548 -13%
IC
674
Inscription Capital
Texas
$1.37M +$197K +1,523 +17%
GP
675
Girard Partners
Pennsylvania
$1.37M -$1.07M -8,255 -44%
25 26
27
28 29