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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 %
KWMG
826
King Wealth Management Group
Florida
$764K +$764K +5,904 New
VC
827
Vicus Capital
Pennsylvania
$764K -$7.51K -58 -1%
ACA
828
Affinity Capital Advisors
California
$761K +$761K +5,879 New
CA
829
Clearstead Advisors
Ohio
$760K +$1.55K +12 +0.2%
LIG
830
Lokken Investment Group
Delaware
$753K -$1.41M -10,873 -65%
RIA
831
Realta Investment Advisors
Delaware
$750K +$16.4K +127 +2%
QPWM
832
Quadrant Private Wealth Management
Pennsylvania
$749K +$1.3K +10 +0.2%
GFPC
833
Global Financial Private Client
Florida
$741K -$256K -1,955 -26%
CCM
834
Chilton Capital Management
Texas
$741K +$906 +7 +0.1%
BFAG
835
Blackston Financial Advisory Group
Florida
$735K -$34.2K -264 -4%
BIA
836
Benchmark Investment Advisors
Illinois
$733K -$43.2K -334 -6%
Credit Agricole
837
Credit Agricole
France
$732K +$283K +2,183 +63%
TC
838
Trilogy Capital
California
$729K -$15.3M -118,473 -95%
UWM
839
USAdvisors Wealth Management
Minnesota
$729K +$32.7K +253 +5%
BONH
840
Bank of New Hampshire
New Hampshire
$728K -$186K -1,435 -20%
BZWA
841
Blue Zone Wealth Advisors
California
$727K -$473K -3,657 -39%
PI
842
PFG Investments
New York
$724K +$724K +5,593 New
JEST
843
JTC Employer Solutions Trustee
Jersey
$724K – – –
LWM
844
Lodestone Wealth Management
Washington
$723K -$5.7K -44 -0.8%
PG
845
Patten Group
Tennessee
$723K +$4.53K +35 +0.6%
FLC
846
Fifth Lane Capital
Texas
$720K +$720K +5,558 New
SF
847
Summit Financial
New Jersey
$717K +$36.1K +279 +5%
VWM
848
Vigilare Wealth Management
Arizona
$715K -$322K -2,485 -31%
FI
849
Financial Insights
Washington
$713K +$5.96K +46 +0.8%
MCWS
850
McKinley Carter Wealth Services
West Virginia
$711K -$23K -178 -3%
32 33
34
35 36