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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 %
SFM
876
Signet Financial Management
New Jersey
$654K +$20.6K +160 +3%
CMI
877
Clare Market Investments
Texas
$653K -$17.8K -138 -3%
EWM
878
Executive Wealth Management
Michigan
$650K -$44.3K -344 -6%
BWM
879
Bulltick Wealth Management
Florida
$646K – – –
KCFA
880
Key Client Fiduciary Advisors
New Jersey
$645K -$63.6K -494 -9%
MLL
881
Moody Lynn & Lieberson
Massachusetts
$644K – – –
CCWM
882
Cassaday & Co Wealth Management
Virginia
$644K +$85.1K +661 +15%
MUAMU
883
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$644K -$1.55M -12,000 -71%
EL
884
EMFO LLC
Florida
$644K -$129K -1,000 -17%
GI
885
GAMCO Investors
Connecticut
$644K – – –
BONH
886
Bank of New Hampshire
New Hampshire
$643K -$70.8K -550 -10%
EFS
887
Econ Financial Services
Pennsylvania
$643K +$262K +2,037 +69%
SC
888
SouthState Corp
Florida
$642K -$25.7K -200 -4%
BFO
889
Biltmore Family Office
North Carolina
$641K – – –
RFA
890
Resurgent Financial Advisors
Georgia
$638K +$13.4K +104 +2%
PIA
891
Panoramic Investment Advisors
Colorado
$637K +$637K +4,950 New
VC
892
Vicus Capital
Pennsylvania
$634K +$11.6K +90 +2%
AIA
893
Ally Invest Advisors
North Carolina
$629K +$178K +1,381 +39%
MCA
894
MSH Capital Advisors
Arizona
$629K +$31.5K +245 +5%
EHC
895
Everett Harris & Co
California
$628K – – –
KBC
896
Key Bridge Compliance
$626K +$626K +4,866 New
MC
897
Montag & Caldwell
Georgia
$625K +$27.3K +212 +5%
CWM
898
Collaborative Wealth Management
Florida
$621K -$16.2K -126 -3%
SB
899
Strategic Blueprint
Georgia
$621K +$21.8K +169 +4%
TWA
900
Talisman Wealth Advisors
New Jersey
$620K +$149K +1,161 +32%
34 35
36
37 38