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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 %
WP
901
WealthSource Partners
California
$616K -$27.4K -213 -4%
OCM
902
Orleans Capital Management
Louisiana
$615K – – –
S
903
SignatureFD
Georgia
$615K +$11.5K +89 +2%
VCA
904
Verdence Capital Advisors
Maryland
$613K +$43K +334 +8%
SPW
905
Sonoma Private Wealth
California
$610K +$11.5K +89 +2%
BWP
906
Balboa Wealth Partners
Arizona
$606K -$18.9K -147 -3%
AFP
907
Ausdal Financial Partners
Iowa
$604K -$122K -947 -17%
AP
908
Arlington Partners
Alabama
$604K – – –
AT
909
Arlington Trust
Alabama
$604K +$604K +4,693 New
GEA
910
Glen Eagle Advisors
New Jersey
$604K -$3.86K -30 -0.6%
SRC
911
Shufro Rose & Co
New York
$603K – – –
PCMF
912
Private Capital Management (Florida)
Florida
$603K +$901 +7 +0.1%
NCM
913
Noesis Capital Mangement
Florida
$601K -$26K -202 -4%
APIM
914
Agate Pass Investment Management
Washington
$601K -$3.86K -30 -0.6%
SCA
915
Sage Capital Advisors
South Dakota
$601K -$12.5K -97 -2%
SAM
916
Sequent Asset Management
Texas
$601K – – –
RPWA
917
Regent Peak Wealth Advisors
Georgia
$599K -$40.8K -317 -6%
AWA
918
Alta Wealth Advisors
Massachusetts
$597K +$4.51K +35 +0.8%
MCA
919
Magnolia Capital Advisors
Mississippi
$596K +$68.7K +555 +13%
CMANY
920
Capital Management Associates (New York)
New York
$592K -$9.65K -75 -2%
WMG
921
WESCAP Management Group
California
$592K -$45.6K -354 -7%
PCA
922
Providence Capital Advisors
North Carolina
$592K +$3.61K +28 +0.6%
FI
923
Financial Insights
Washington
$590K -$2.99K -24 -0.5%
MWA
924
Meridian Wealth Advisors
Texas
$589K -$34.8K -270 -6%
OPW
925
Oxler Private Wealth
New York
$587K -$94.7K -733 -14%
35 36
37
38 39