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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 %
SF
801
Summit Financial
New Jersey
$857K +$123K +923 +17%
WPP
802
Whalerock Point Partners
Rhode Island
$855K +$23K +173 +3%
ARC
803
Advisor Resource Council
Texas
$853K -$6.08M -45,773 -88%
MCCP
804
Mission Creek Capital Partners
California
$849K -$51.8K -390 -6%
MC
805
Moors & Cabot
Massachusetts
$848K -$133 -1 -0%
AIM
806
Aspen Investment Management
Michigan
$844K +$1.46K +11 +0.2%
SFC
807
Strategic Financial Concepts
Texas
$841K -$66.2K -499 -7%
NF
808
Norwood Financial
Pennsylvania
$841K -$3.98K -30 -0.5%
CCM
809
Condor Capital Management
New Jersey
$840K -$1.99K -15 -0.2%
GFS
810
GYL Financial Synergies
Connecticut
$838K -$6.9K -52 -0.8%
Franklin Resources
811
Franklin Resources
California
$836K +$178K +1,343 +27%
Wealth Enhancement Advisory Services
812
Wealth Enhancement Advisory Services
Minnesota
$830K -$608K -4,580 -42%
BS
813
Bessemer Securities
New York
$820K -$943K -7,100 -53%
FIM
814
Freedom Investment Management
Connecticut
$819K +$819K +6,170 New
BCV
815
Banque Cantonale Vaudoise
Switzerland
$818K +$22K +166 +3%
AF
816
Allworth Financial
California
$818K -$48.6K -366 -6%
CAS
817
CTC Alternative Strategies
Illinois
$816K +$816K +6,150 New
MCC
818
Money Concepts Capital
Florida
$810K -$41.6M -313,203 -98%
TC
819
TownSquare Capital
Utah
$809K -$125K -941 -13%
BCP
820
Blue Chip Partners
Michigan
$809K -$76.2K -574 -9%
CCB
821
Country Club Bank
Missouri
$808K -$1.97K -15 -0.2%
LIG
822
Lokken Investment Group
Delaware
$808K +$36.1K +272 +5%
LJAC
823
L.J. Altfest & Co
New York
$806K -$17.5K -132 -2%
CPA
824
Court Place Advisors
Maryland
$806K -$159K -1,199 -16%
MA
825
MKT Advisors
California
$803K -$29.7K -220 -4%
31 32
33
34 35