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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 %
KFS
876
Kaizen Financial Strategies
California
$667K – – –
BWM
877
Bulltick Wealth Management
Florida
$666K +$36.8K +277 +6%
LTL
878
Lowery Thomas LLC
California
$665K -$168K -1,267 -20%
ORC
879
O'Rourke & Company
Massachusetts
$665K -$531 -4 -0.1%
MLL
880
Moody Lynn & Lieberson
Massachusetts
$664K – – –
GI
881
GAMCO Investors
Connecticut
$664K – – –
WP
882
WealthSource Partners
California
$663K -$5.84K -44 -0.9%
BIA
883
Benchmark Investment Advisors
Illinois
$663K -$88.4K -666 -12%
BFO
884
Biltmore Family Office
North Carolina
$661K – – –
RPWA
885
Regent Peak Wealth Advisors
Georgia
$660K -$11.5K -87 -2%
CWM
886
Collaborative Wealth Management
Florida
$657K -$70.1K -528 -10%
WMG
887
WESCAP Management Group
California
$657K -$42.9K -323 -6%
SPWG
888
Sage Private Wealth Group
Illinois
$656K -$5.9M -44,470 -90%
ATC
889
Argent Trust Co
Tennessee
$656K +$57.1K +430 +10%
SFM
890
Signet Financial Management
New Jersey
$653K -$263K -1,984 -29%
MA
891
MONECO Advisors
Connecticut
$651K -$32.3K -243 -5%
RF
892
Rollins Financial
Georgia
$648K +$67.7K +510 +12%
EHC
893
Everett Harris & Co
California
$647K – – –
NCM
894
Noesis Capital Mangement
Florida
$647K +$26.1K +197 +4%
SHA
895
Seneca House Advisors
Virginia
$646K -$20.4K -154 -3%
BWP
896
Balboa Wealth Partners
Arizona
$644K +$12.5K +94 +2%
RFA
897
Resurgent Financial Advisors
Georgia
$644K -$4.91K -37 -0.8%
Jones Financial Companies
898
Jones Financial Companies
Missouri
$644K +$173K +1,305 +37%
MWA
899
Meridian Wealth Advisors
Texas
$643K – – –
VC
900
Vicus Capital
Pennsylvania
$642K -$141K -1,064 -18%
34 35
36
37 38