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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 %
AF
776
Affiance Financial
Minnesota
$967K – – –
UWM
777
USAdvisors Wealth Management
Minnesota
$966K +$225K +1,707 +30%
FEM
778
Fulcrum Equity Management
Texas
$949K -$690K -5,198 -42%
Neuberger Berman Group
779
Neuberger Berman Group
New York
$949K +$152K +1,142 +19%
RBC
780
Roble Belko & Company
Pennsylvania
$943K -$50K -377 -5%
MIM
781
Marco Investment Management
Georgia
$931K – – –
NAM
782
NTV Asset Management
West Virginia
$929K +$6.64K +50 +0.7%
BBP
783
Banco BTG Pactual
Brazil
$923K +$143K +1,077 +18%
SFG
784
Summit Financial Group
West Virginia
$921K – – –
CG
785
Clifford Group
Massachusetts
$920K +$94.9K +715 +12%
PCA
786
Prosperity Capital Advisors
Ohio
$916K +$74.9K +564 +9%
TCM
787
Tuttle Capital Management
Connecticut
$916K -$83.2K -627 -8%
RWP
788
RWA Wealth Partners
Massachusetts
$912K +$202K +1,520 +28%
SBH
789
Segall Bryant & Hamill
Illinois
$904K – – –
AWA
790
Arete Wealth Advisors
Illinois
$900K +$18.2K +137 +2%
LPAM
791
Lodestar Private Asset Management
California
$900K -$43.9K -331 -5%
CWC
792
Carolinas Wealth Consulting
North Carolina
$897K +$11.2K +84 +1%
CIA
793
Cape Investment Advisory
Georgia
$891K -$2.39K -18 -0.3%
HWA
794
Heartwood Wealth Advisors
Virginia
$885K -$13.4K -101 -1%
AFO
795
Arrowroot Family Office
California
$882K +$563K +4,245 +177%
PFP
796
Pinnacle Financial Partners
Tennessee
$879K -$12.9K -97 -1%
BJL
797
Brighton Jones LLC
Washington
$878K -$20.8K -157 -2%
FPCP
798
Fort Point Capital Partners
California
$877K -$7.16M -53,936 -89%
IA
799
Insight Advisors
Pennsylvania
$875K -$29.1K -219 -3%
GWM
800
Geneos Wealth Management
Colorado
$860K +$38K +286 +5%
30 31
32
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