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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 %
BZWA
851
Blue Zone Wealth Advisors
California
$734K -$11.7K -88 -2%
KCFA
852
Key Client Fiduciary Advisors
New Jersey
$730K -$103K -778 -12%
KP
853
Keel Point
Alabama
$728K +$90.4K +681 +14%
JAG
854
Journey Advisory Group
Kentucky
$726K +$62.5K +471 +9%
CFAM
855
Coury Firm Asset Management
Pennsylvania
$725K +$632K +4,764 +684%
ACS
856
Archford Capital Strategies
Illinois
$721K – – –
EWM
857
Executive Wealth Management
Michigan
$716K -$163K -1,225 -19%
NC
858
NovaPoint Capital
Georgia
$708K +$186K +1,401 +36%
NWA
859
Navis Wealth Advisors
New York
$708K +$2.92K +22 +0.4%
TWM
860
Tradition Wealth Management
Minnesota
$704K +$45.5K +343 +7%
OPW
861
Oxler Private Wealth
New York
$701K -$20.8K -157 -3%
CCM
862
Chilton Capital Management
Texas
$700K -$59.6K -449 -8%
SL
863
SWMG LLC
Texas
$699K +$231K +1,742 +49%
ACG
864
Allen Capital Group
Nebraska
$698K +$16.6K +125 +2%
KPWG
865
KFA Private Wealth Group
Virginia
$694K +$105K +790 +18%
PI
866
PFG Investments
New York
$694K -$48.2K -363 -6%
CMI
867
Clare Market Investments
Texas
$692K -$131K -988 -16%
Bank Julius Baer & Co
868
Bank Julius Baer & Co
Switzerland
$691K -$12.9K -97 -2%
SFP
869
Strategic Financial Partners
Oregon
$689K -$1.33K -10 -0.2%
SC
870
SouthState Corp
Florida
$688K +$33.1K +249 +5%
AC
871
ASB Consultores
Florida
$682K +$456K +3,438 +202%
BIP
872
Blueprint Investment Partners
North Carolina
$681K +$681K +5,132 New
HWA
873
Heritage Wealth Advisors
Virginia
$680K -$2.26K -17 -0.3%
ERWM
874
Elk River Wealth Management
Colorado
$680K -$29.2K -220 -4%
CIM
875
Contravisory Investment Management
Massachusetts
$670K -$173K -1,306 -21%
33 34
35
36 37