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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 %
SSWM
1051
Sheets Smith Wealth Management
North Carolina
$404K +$102K +791 +34%
SSWG
1052
Seven Springs Wealth Group
Tennessee
$403K -$43.2K -334 -10%
CA
1053
Carson Advisory
Georgia
$402K +$173K +1,335 +75%
FT
1054
Fiduciary Trust
Massachusetts
$400K – – –
CB
1055
Community Bank
New York
$397K +$4.14K +32 +1%
GWM
1056
Greenwich Wealth Management
Connecticut
$397K -$12.9K -100 -3%
PA
1057
Parkside Advisors
California
$396K -$55.4K -428 -12%
CWM
1058
C2C Wealth Management
Arizona
$394K +$5.09K +38 +1%
FM
1059
Family Management
New York
$393K – – –
WSFS
1060
Wilmington Savings Fund Society
Delaware
$392K +$166K +1,284 +74%
FMWA
1061
Forvis Mazars Wealth Advisors
Missouri
$392K – – –
HCM
1062
Highview Capital Management
Illinois
$391K +$391K +3,018 New
DBRC
1063
D.B. Root & Company
Pennsylvania
$390K -$927K -7,164 -70%
EFMC
1064
Empire Financial Management Company
New York
$389K +$389K +3,008 New
KWS
1065
Keystone Wealth Services
California
$389K +$26.2K +202 +7%
ACA
1066
Aptus Capital Advisors
Alabama
$389K -$5.5M -42,482 -93%
EFS
1067
Econ Financial Services
Pennsylvania
$388K -$1.69M -13,074 -81%
AWM
1068
Affinity Wealth Management
Delaware
$388K +$25.8K +199 +7%
CPIG
1069
Chicago Partners Investment Group
Illinois
$387K +$945 +7 +0.2%
1WM
1070
1900 Wealth Management
Texas
$385K – – –
MPCG
1071
Matrix Private Capital Group
New York
$384K -$614K -4,739 -62%
Mackenzie Financial
1072
Mackenzie Financial
Ontario, Canada
$382K -$1.37M -10,586 -78%
AIA
1073
Ally Invest Advisors
North Carolina
$382K +$108K +831 +39%
CA
1074
Claro Advisors
Massachusetts
$381K -$111K -855 -23%
AFAS
1075
Acorn Financial Advisory Services
Virginia
$381K +$35K +270 +10%
41 42
43
44 45