XLV icon

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 %
WCF
951
West Coast Financial
California
$539K +$539K +4,060 New
IFWM
952
Institute for Wealth Management
Colorado
$539K -$13.8K -104 -2%
SAM
953
Secure Asset Management
Michigan
$537K +$24.4K +184 +5%
GIM
954
Goelzer Investment Management
Indiana
$536K -$5.18K -39 -1%
OBWG
955
Onyx Bridge Wealth Group
New York
$535K +$104K +781 +24%
SBIA
956
Sheaff Brock Investment Advisors
Indiana
$531K +$265 +2 +0%
FA
957
Flagstar Advisors
New York
$531K +$49.9K +376 +10%
APW
958
Aurora Private Wealth
New Jersey
$530K +$10.1K +76 +2%
PCM
959
Parsons Capital Management
Rhode Island
$529K – – –
MWAM
960
Manhattan West Asset Management
California
$528K +$27.1K +204 +5%
AIM
961
Allen Investment Management
New York
$523K – – –
PFA
962
Pure Financial Advisors
California
$523K +$7.3K +55 +1%
WPC
963
Wedmont Private Capital
Pennsylvania
$519K +$301K +2,284 +138%
SW
964
SkyOak Wealth
Michigan
$519K – – –
RCA
965
Ranch Capital Advisors
Florida
$519K +$46.2K +348 +10%
KWM
966
Kaydan Wealth Management
Michigan
$515K -$81.6K -615 -14%
MCP
967
Mirador Capital Partners
California
$515K -$26.4K -199 -5%
LA
968
Lynch & Associates
Indiana
$514K +$2.52K +19 +0.5%
MGWM
969
Marks Group Wealth Management
Minnesota
$513K +$1.99K +15 +0.4%
ERIM
970
Eagle Ridge Investment Management
Connecticut
$511K -$2.92K -22 -0.6%
FAM
971
Family Asset Management
South Carolina
$510K -$21.2K -160 -4%
CDH
972
Charles D. Hyman
$509K – – –
CWG
973
Crown Wealth Group
North Carolina
$509K -$2.88M -21,719 -85%
MF
974
Meridian Financial
Massachusetts
$508K +$1.46K +11 +0.3%
GC
975
Gratus Capital
Georgia
$508K +$175K +1,322 +53%
37 38
39
40 41