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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 %
FANJ
701
Financial Architects (New Jersey)
New Jersey
$1.23M -$460K -3,555 -27%
APW
702
Acima Private Wealth
Virginia
$1.23M – – –
HCMT
703
Highland Capital Management (Tennessee)
Tennessee
$1.23M +$647 +5 +0.1%
WCM
704
Windham Capital Management
Massachusetts
$1.23M +$407K +3,142 +50%
ISL
705
Ingalls & Snyder LLC
New York
$1.23M +$21.7K +168 +2%
PWM
706
Peterson Wealth Management
Nevada
$1.21M -$25.9K -200 -2%
AFM
707
Abbot Financial Management
Massachusetts
$1.2M – – –
SFA
708
Source Financial Advisors
New York
$1.19M -$1.17K -9 -0.1%
AWA
709
Amplius Wealth Advisors
Pennsylvania
$1.19M +$24.5K +189 +2%
TCA
710
Trifecta Capital Advisors
Illinois
$1.17M – – –
IC
711
IEQ Capital
California
$1.16M -$259K -2,000 -18%
CWM
712
Chemistry Wealth Management
New York
$1.16M +$57.4K +443 +5%
PCA
713
Pallas Capital Advisors
Massachusetts
$1.16M +$18K +133 +2%
FC
714
Fulcrum Capital
Washington
$1.15M -$65.5K -506 -5%
HNB
715
Huntington National Bank
Ohio
$1.13M +$19.4K +150 +2%
IIA
716
IPG Investment Advisors
California
$1.13M +$693K +5,351 +158%
CGH
717
CMG Global Holdings
Texas
$1.12M -$11.3K -87 -1%
CCG
718
Chatham Capital Group
Georgia
$1.12M – – –
BA
719
Bristlecone Advisors
Washington
$1.12M – – –
LNB
720
Ledyard National Bank
$1.11M -$23.2K -179 -2%
FF
721
Friedenthal Financial
New Jersey
$1.11M +$23.6K +182 +2%
CWP
722
Curated Wealth Partners
California
$1.1M – – –
CC
723
Centiva Capital
New York
$1.09M +$1.09M +8,428 New
SSWM
724
Smith Salley Wealth Management
North Carolina
$1.08M -$1.68K -13 -0.2%
LA
725
Legacy Advisors
Pennsylvania
$1.08M +$4.27K +33 +0.4%
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