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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 %
MIM
776
Marco Investment Management
Georgia
$908K +$1.94K +15 +0.2%
NAM
777
NTV Asset Management
West Virginia
$900K -$32.4K -250 -3%
SFG
778
Summit Financial Group
West Virginia
$898K +$11K +85 +1%
SFM
779
Signet Financial Management
New Jersey
$893K -$638K -4,929 -42%
SFC
780
Strategic Financial Concepts
Texas
$885K +$885K +6,835 New
SBH
781
Segall Bryant & Hamill
Illinois
$882K -$32.4K -250 -4%
IA
782
Insight Advisors
Pennsylvania
$882K -$39.6K -306 -4%
MCCP
783
Mission Creek Capital Partners
California
$879K +$1.68K +13 +0.2%
CPWMP
784
Cardinal Point Wealth Management Partners
California
$877K +$877K +6,777 New
CPCM
785
Cardinal Point Capital Management
Ontario, Canada
$877K +$877K +6,777 New
BJL
786
Brighton Jones LLC
Washington
$876K -$4.66K -36 -0.5%
HWA
787
Heartwood Wealth Advisors
Virginia
$876K -$35.3K -273 -4%
CIA
788
Cape Investment Advisory
Georgia
$871K +$871K +6,729 New
PFP
789
Pinnacle Financial Partners
Tennessee
$870K -$807K -6,233 -48%
ECM
790
ExodusPoint Capital Management
New York
$867K -$10.3M -79,666 -92%
CWC
791
Carolinas Wealth Consulting
North Carolina
$864K +$29.9K +231 +4%
BCP
792
Blue Chip Partners
Michigan
$863K -$128K -992 -13%
VFA
793
Valeo Financial Advisors
Indiana
$862K +$605K +4,675 +236%
AWA
794
Arete Wealth Advisors
Illinois
$860K +$73K +564 +9%
EWM
795
Executive Wealth Management
Michigan
$857K +$47.3K +365 +6%
AF
796
Allworth Financial
California
$845K -$26.7K -206 -3%
AIM
797
Aspen Investment Management
Michigan
$844K -$3.06K -23 -0.4%
MC
798
Moors & Cabot
Massachusetts
$828K -$98.1K -758 -11%
GFS
799
GYL Financial Synergies
Connecticut
$824K +$493K +3,809 +149%
NF
800
Norwood Financial
Pennsylvania
$824K -$9.06K -70 -1%
30 31
32
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