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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,515 hedge funds and large institutions have $28.1B invested in Health Care Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 595 increasing their positions, 575 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.15%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.9%
New
107
Increased
595
Reduced
575
Closed
113
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$948M
2
Charles Schwab
Charles Schwab
California
+$116M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$64.4M
5
WG
Winton Group
United Kingdom
+$60.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$426M
2
Bank of America
Bank of America
North Carolina
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$199M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
826
L2 Asset Management
Massachusetts
$789K +$789K +135 New
LIG
827
Lokken Investment Group
Delaware
$789K +$5.28K +41 +0.7%
BCP
828
Blue Chip Partners
Michigan
$788K +$3.22K +25 +0.4%
CPA
829
Court Place Advisors
Maryland
$782K – – –
RIA
830
Realta Investment Advisors
Delaware
$780K – – –
AIM
831
Aspen Investment Management
Michigan
$776K -$41.7K -324 -5%
CWC
832
Carolinas Wealth Consulting
North Carolina
$764K -$77.1K -619 -9%
FAM
833
Family Asset Management
South Carolina
$762K +$268K +2,081 +54%
NC
834
NovaPoint Capital
Georgia
$760K +$73.2K +569 +11%
BCA
835
Bay Colony Advisors
Massachusetts
$756K -$10.9K -85 -1%
WC
836
Waterloo Capital
Texas
$756K +$40.2K +312 +6%
FTA
837
Financial & Tax Architects
Missouri
$754K +$754K +5,860 New
SYBT
838
Stock Yards Bank & Trust
Kentucky
$751K +$8.11K +63 +1%
ATI
839
Act Two Investors
California
$750K +$750K +5,830 New
TWM
840
Tradition Wealth Management
Minnesota
$750K +$67.4K +524 +10%
TSS
841
Two Sigma Securities
New York
$748K -$1.71M -13,260 -70%
PSCM
842
Per Stirling Capital Management
Texas
$737K +$737K +5,728 New
PG
843
Patten Group
Tennessee
$734K +$17.3K +134 +2%
FPCP
844
Fort Point Capital Partners
California
$721K -$129K -1,001 -15%
BFA
845
Beaumont Financial Advisors
Massachusetts
$719K -$26.7K -207 -4%
JEST
846
JTC Employer Solutions Trustee
Jersey
$719K – – –
GFPC
847
Global Financial Private Client
Florida
$717K -$1.93K -15 -0.3%
PFA
848
Pinnacle Family Advisors
Missouri
$717K +$228K +1,770 +47%
TSWM
849
Tyler-Stone Wealth Management
Ohio
$712K -$63.9K -496 -8%
CA
850
Claro Advisors
Massachusetts
$709K +$312K +2,425 +79%
32 33
34
35 36