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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 %
AWM
826
Aries Wealth Management
Maine
$802K -$39.2K -295 -5%
JPLA
827
Joseph P. Lucia & Associates
New York
$801K +$178K +1,340 +29%
TSWM
828
Tyler-Stone Wealth Management
Ohio
$800K +$800K +6,027 New
RZH
829
Relyea Zuckerberg Hanson
Connecticut
$798K – – –
BP
830
Ballentine Partners
Massachusetts
$798K +$77K +580 +11%
RT
831
Rockland Trust
Massachusetts
$798K +$246K +1,853 +45%
EL
832
EMFO LLC
Florida
$796K -$265K -2,000 -25%
BWM
833
BNC Wealth Management
Oregon
$793K -$1.47M -11,039 -65%
BCA
834
Bay Colony Advisors
Massachusetts
$791K -$56.8K -428 -7%
FFA
835
Fairfield Financial Advisors
Massachusetts
$790K +$64.4K +485 +9%
CA
836
Clearstead Advisors
Ohio
$781K +$1.86K +14 +0.2%
TI
837
Tidal Investments
Wisconsin
$780K +$780K +5,880 New
RIA
838
Realta Investment Advisors
Delaware
$780K +$11.3K +85 +1%
QPWM
839
Quadrant Private Wealth Management
Pennsylvania
$769K +$1.46K +11 +0.2%
BFA
840
Beaumont Financial Advisors
Massachusetts
$769K -$55.5K -418 -7%
SYBT
841
Stock Yards Bank & Trust
Kentucky
$766K -$171K -1,289 -18%
MG
842
Mather Group
Illinois
$754K +$56.8K +428 +8%
AFP
843
Ausdal Financial Partners
Iowa
$749K +$94.9K +715 +15%
JEST
844
JTC Employer Solutions Trustee
Jersey
$742K – – –
GCA
845
Greenwood Capital Associates
South Carolina
$739K +$739K +5,568 New
PG
846
Patten Group
Tennessee
$739K -$1.86K -14 -0.3%
WC
847
Waterloo Capital
Texas
$738K -$198K -1,494 -21%
EDRH
848
Edmond de Rothschild Holding
Switzerland
$737K +$126K +946 +21%
GFPC
849
Global Financial Private Client
Florida
$736K -$8.82K -67 -1%
BONH
850
Bank of New Hampshire
New Hampshire
$736K -$10.6K -80 -1%
32 33
34
35 36