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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 %
MCM
901
Manchester Capital Management
Vermont
$640K -$15.9K -120 -2%
MSFS
902
Main Street Financial Solutions
Pennsylvania
$639K -$9.16K -69 -1%
OCM
903
Orleans Capital Management
Louisiana
$634K -$62.4K -470 -9%
SCA
904
Sage Capital Advisors
South Dakota
$633K -$7.3K -55 -1%
FI
905
Financial Insights
Washington
$632K -$98.9K -745 -14%
GEA
906
Glen Eagle Advisors
New Jersey
$627K +$36K +271 +6%
APIM
907
Agate Pass Investment Management
Washington
$624K – – –
LWM
908
Lodestone Wealth Management
Washington
$623K -$118K -887 -16%
AP
909
Arlington Partners
Alabama
$623K – – –
S
910
SignatureFD
Georgia
$622K +$125K +940 +25%
SRC
911
Shufro Rose & Co
New York
$622K +$19.9K +150 +3%
PCMF
912
Private Capital Management (Florida)
Florida
$621K +$12.5K +94 +2%
CMANY
913
Capital Management Associates (New York)
New York
$620K -$730K -5,500 -54%
SAM
914
Sequent Asset Management
Texas
$619K – – –
Empower Advisory Group
915
Empower Advisory Group
Colorado
$618K -$44.1K -332 -7%
SB
916
Strategic Blueprint
Georgia
$618K -$8.1K -61 -1%
SPW
917
Sonoma Private Wealth
California
$617K -$62.4K -470 -9%
MC
918
Montag & Caldwell
Georgia
$617K +$19.5K +147 +3%
SIA
919
Strategic Investment Advisors
Michigan
$616K +$616K +4,644 New
3F
920
360 Financial
Minnesota
$616K -$42.2K -318 -6%
MCA
921
MSH Capital Advisors
Arizona
$616K +$167K +1,259 +37%
AWA
922
Alta Wealth Advisors
Massachusetts
$611K +$1.86K +14 +0.3%
PCA
923
Providence Capital Advisors
North Carolina
$606K +$478K +3,604 +373%
PAM
924
Private Asset Management
California
$605K -$40.7K -307 -6%
GFG
925
Greystone Financial Group
Michigan
$604K +$127K +958 +27%
35 36
37
38 39