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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 %
Two Sigma Investments
676
Two Sigma Investments
New York
$1.36M -$148M -1,143,573 -99%
CBT
677
Central Bank & Trust
Kentucky
$1.36M -$40.8K -315 -3%
FIBT
678
First International Bank & Trust
North Dakota
$1.34M – – –
AF
679
Arrow Financial
New York
$1.34M +$1.42K +11 +0.1%
CG
680
Caprock Group
Idaho
$1.34M -$161K -1,247 -11%
AWA
681
Arkadios Wealth Advisors
Georgia
$1.32M -$130K -1,001 -9%
BAAM
682
Baker Avenue Asset Management
California
$1.32M -$2.74M -21,189 -68%
CMANY
683
Capital Management Associates (New York)
New York
$1.32M – – –
KWM
684
Kingsview Wealth Management
Oregon
$1.31M -$523K -4,043 -28%
KA
685
Kozak & Associates
Colorado
$1.3M +$71.1K +549 +6%
TNB
686
Thomasville National Bank
Georgia
$1.3M – – –
JFG
687
Jefferies Financial Group
New York
$1.3M -$31.1M -240,382 -96%
PWP
688
Phillips Wealth Planners
Mississippi
$1.3M +$4.43K +33 +0.3%
AC
689
Abbrea Capital
California
$1.3M +$71.2K +550 +6%
PTC
690
Private Trust Company
Ohio
$1.29M -$241K -1,861 -16%
NFP
691
Narus Financial Partners
Utah
$1.29M +$16.2K +125 +1%
FCA
692
FinTrust Capital Advisors
South Carolina
$1.29M – – –
LC
693
Lavaca Capital
Texas
$1.28M -$38.7K -299 -3%
PWM
694
Palumbo Wealth Management
New York
$1.28M +$907K +7,009 +243%
PWM
695
Purus Wealth Management
California
$1.26M -$9.06K -70 -0.7%
NB
696
NBT Bank
New York
$1.25M +$93K +718 +8%
CWA
697
Clarus Wealth Advisors
Arizona
$1.25M -$1.84M -13,817 -60%
KAH
698
Kathryn A. Hall
$1.25M – – –
NFSG
699
Newbridge Financial Services Group
Florida
$1.24M +$180K +1,387 +17%
BI
700
Bramshill Investments
Florida
$1.23M – – –
26 27
28
29 30