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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,502 hedge funds and large institutions have $28.8B invested in Health Care Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 567 increasing their positions, 593 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
-98
Holders Change %
-6.13%
% of All Funds
24.04%
Holding in Top 10
123
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-22.15%
% of All Funds
1.97%
New
114
Increased
567
Reduced
593
Closed
173
Calls
$1.27B
Puts
$1.81B
Net Calls
-$534M
Net Calls Change
+$1.08B

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$546M
2
Bank of America
Bank of America
North Carolina
+$527M
3
MMH
Menora Mivtachim Holdings
Israel
+$453M
4
NAM
Nissay Asset Management
Japan
+$343M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$515M
2
WA
WestEnd Advisors
North Carolina
-$423M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$189M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
5
PF
Phoenix Financial
Israel
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
926
Kaydan Wealth Management
Michigan
$582K – – –
RIA
927
RPG Investment Advisory
California
$577K -$2.46K -19 -0.4%
GEA
928
Glen Eagle Advisors
New Jersey
$576K -$8.16K -63 -1%
KPWG
929
KFA Private Wealth Group
Virginia
$575K -$17.6K -136 -3%
T
930
TCWP
Ohio
$568K -$285K -2,199 -33%
AMC
931
Asset Management Corp
Illinois
$568K +$72.6K +561 +15%
RF
932
Rollins Financial
Georgia
$567K +$4.01K +31 +0.7%
LSA
933
Lion Street Advisors
Texas
$555K +$167K +1,291 +43%
CLOS
934
Compagnie Lombard Odier SCmA
Switzerland
$554K -$660K -5,095 -54%
CNWM
935
Clay Northam Wealth Management
California
$554K – – –
VWM
936
Valley Wealth Managers
New Jersey
$552K -$117K -907 -18%
NCM
937
Novare Capital Management
North Carolina
$549K -$70.2K -542 -11%
AWM
938
Avior Wealth Management
Nebraska
$548K +$520K +4,013 +1,832%
BWM
939
Birchcreek Wealth Management
Ohio
$540K +$347K +2,678 +179%
IFWM
940
Institute for Wealth Management
Colorado
$539K -$4.79K -37 -0.9%
RT
941
Rockland Trust
Massachusetts
$539K -$164K -1,267 -23%
RSA
942
River Street Advisors
Illinois
$538K – – –
FCA
943
FLC Capital Advisors
California
$532K – – –
PP
944
Prudential plc
United Kingdom
$529K -$717K -5,536 -58%
MCP
945
Mirador Capital Partners
California
$528K +$528K +4,078 New
GIM
946
Goelzer Investment Management
Indiana
$528K -$14.6K -113 -3%
FPGK
947
Financial Partners Group (Kansas)
Kansas
$527K -$10.7K -83 -2%
SBIA
948
Sheaff Brock Investment Advisors
Indiana
$518K -$11.4K -88 -2%
FAM
949
Family Asset Management
South Carolina
$518K -$348K -2,685 -40%
MCA
950
Magnolia Capital Advisors
Mississippi
$516K +$133K +1,029 +35%
36 37
38
39 40