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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 %
PG
1026
Prostatis Group
Maryland
$431K -$2.24M -17,272 -84%
FFM
1027
Forum Financial Management
Illinois
$430K +$430K +3,322 New
COCM
1028
Charter Oak Capital Management
New Hampshire
$429K +$129 +1 +0%
WIA
1029
Westbourne Investment Advisors
Maryland
$429K +$200K +1,541 +87%
UFA
1030
US Financial Advisors
Massachusetts
$428K +$7.51K +58 +2%
EWM
1031
Empirical Wealth Management
Washington
$428K -$72.4K -559 -14%
RAM
1032
Riggs Asset Management
Pennsylvania
$427K -$4.7M -36,334 -92%
WTC
1033
WhitTier Trust Company
Nevada
$425K +$78.1K +603 +23%
SWA
1034
SOA Wealth Advisors
New York
$422K -$8.42K -65 -2%
PFSC
1035
Peoples Financial Services Corp
Pennsylvania
$421K -$4.92K -38 -1%
VPP
1036
Vertex Planning Partners
Illinois
$421K -$90.8K -701 -18%
OBWG
1037
Onyx Bridge Wealth Group
New York
$421K +$388 +3 +0.1%
RW
1038
REDW Wealth
New Mexico
$420K +$35.6K +275 +9%
AAMA
1039
Advanced Asset Management Advisors
Ohio
$419K +$4.53K +35 +1%
EP
1040
Eudaimonia Partners
Tennessee
$419K -$10.9K -84 -3%
BTWM
1041
Baker Tilly Wealth Management
Wisconsin
$418K – – –
WC
1042
Whitney & Co
New York
$417K +$20.1K +155 +5%
AC
1043
Avestar Capital
New York
$416K +$54.4K +420 +15%
WMS
1044
Wealth Management Solutions
Pennsylvania
$416K -$38.8K -300 -9%
SDAM
1045
Shulman DeMeo Asset Management
New York
$414K +$1.17K +9 +0.3%
IAS
1046
Investment Advisory Services
Texas
$413K +$17.1K +131 +4%
PHS
1047
Pekin Hardy Strauss
Illinois
$410K -$1.04K -8 -0.3%
BWM
1048
BCS Wealth Management
Tennessee
$408K +$11.9K +92 +3%
CFG
1049
Carr Financial Group
Massachusetts
$407K +$150K +1,162 +59%
PP
1050
Patron Partners
Texas
$405K +$129 +1 +0%
40 41
42
43 44