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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 %
FFG
976
Fortem Financial Group
California
$507K -$102K -765 -17%
PFA
977
Pinnacle Family Advisors
Missouri
$504K +$504K +3,799 New
PSF
978
Pacific Sun Financial
California
$502K +$502K +3,878 New
RWM
979
Ritholtz Wealth Management
New York
$500K – – –
TCWM
980
Total Clarity Wealth Management
Illinois
$495K +$14.1K +106 +3%
BFS
981
Bradley Foster & Sargent
Connecticut
$494K -$34.5K -260 -7%
TA
982
TrueWealth Advisors
Alabama
$493K +$23.1K +174 +5%
JIP
983
Jaffetilchin Investment Partners
Florida
$493K -$7.17K -54 -1%
IIA
984
IPG Investment Advisors
California
$493K -$666K -5,017 -57%
SS
985
Sunbelt Securities
Texas
$492K +$929 +7 +0.2%
FNBT
986
FineMark National Bank & Trust
Florida
$492K -$26.1K -197 -5%
TWA
987
Talisman Wealth Advisors
New Jersey
$486K -$15.1K -114 -3%
GP
988
Girard Partners
Pennsylvania
$482K -$920K -6,929 -66%
FHC
989
First Heartland Consultants
Missouri
$481K +$7.43K +56 +2%
BW
990
Bison Wealth
Georgia
$480K +$480K +3,620 New
EWM
991
Empirical Wealth Management
Washington
$476K +$37.2K +280 +8%
OAM
992
Occidental Asset Management
California
$475K +$16.3K +123 +4%
CM
993
Columbus Macro
Pennsylvania
$473K -$16.9K -127 -3%
LL
994
LPWM LLC
Minnesota
$473K +$23.7K +180 +5%
GWS
995
Glassman Wealth Services
Virginia
$468K -$9.42K -71 -2%
BLC
996
Brown, Lisle/Cummings
Rhode Island
$468K – – –
HBW
997
Hazlett, Burt & Watson
West Virginia
$468K +$10.8K +82 +2%
AWM
998
Avior Wealth Management
Nebraska
$465K -$96.6K -728 -17%
FG
999
Fiduciary Group
Georgia
$465K -$17K -128 -4%
AIA
1000
Ally Invest Advisors
North Carolina
$465K +$73.8K +556 +19%
38 39
40
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