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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 %
API
926
Advisor Partners II
California
$603K +$603K +4,544 New
IP
927
Intellectus Partners
California
$603K +$398 +3 +0.1%
RFA
928
RTD Financial Advisors
Pennsylvania
$603K – – –
P
929
Pitcairn
Pennsylvania
$600K -$26.7K -201 -4%
Jane Street
930
Jane Street
New York
$599K -$4.51M -34,016 -88%
VWM
931
Vigilare Wealth Management
Arizona
$595K -$138K -1,040 -19%
KLCM
932
KG&L Capital Management
Louisiana
$594K -$16.2K -122 -3%
SIM
933
Sterling Investment Management
Arizona
$592K -$17.5K -132 -3%
VCA
934
Verdence Capital Advisors
Maryland
$587K -$47.4K -357 -7%
BSW
935
Buckingham Strategic Wealth
Missouri
$585K -$26.8K -202 -4%
SC
936
Solstein Capital
California
$579K -$19.2K -145 -3%
CCWM
937
Cassaday & Co Wealth Management
Virginia
$576K -$68.6K -517 -11%
CNWM
938
Clay Northam Wealth Management
California
$569K +$1.2K +9 +0.2%
MCA
939
Magnolia Capital Advisors
Mississippi
$565K +$35.7K +269 +7%
NCM
940
Novare Capital Management
North Carolina
$561K -$2.66K -20 -0.5%
VWM
941
Valley Wealth Managers
New Jersey
$559K -$6.5K -49 -1%
RIA
942
RPG Investment Advisory
California
$559K -$33.2K -250 -6%
VWA
943
V Wealth Advisors
Kansas
$558K +$66.8K +503 +14%
OSAM
944
O'Shaughnessy Asset Management
Connecticut
$551K +$32.5K +245 +6%
BPFA
945
Barnes Pettey Financial Advisors
Mississippi
$550K +$35K +264 +7%
FCA
946
FLC Capital Advisors
California
$545K – – –
LSA
947
Lion Street Advisors
Texas
$545K -$28.6K -214 -5%
FPGK
948
Financial Partners Group (Kansas)
Kansas
$540K +$794 +6 +0.1%
KTM
949
Keeler Thomas Management
Utah
$539K +$64.9K +506 +14%
QCM
950
Quantinno Capital Management
New York
$539K +$539K +4,060 New
36 37
38
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