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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 %
ICM
1076
Intrepid Capital Management
Florida
$380K +$259 +2 +0.1%
SXL
1077
Summit X LLC
Missouri
$380K +$95.1K +735 +33%
GHAM
1078
Gilman Hill Asset Management
Connecticut
$380K +$1.3K +10 +0.3%
PWM
1079
PRW Wealth Management
Massachusetts
$379K +$379K +2,841 New
TFS
1080
Thoroughbred Financial Services
Tennessee
$379K +$1.55K +12 +0.4%
CTA
1081
Colonial Trust Advisors
South Carolina
$377K +$19.5K +151 +5%
PWMAG
1082
Pinnacle Wealth Management Advisory Group
New Jersey
$375K +$24.9K +192 +7%
KIA
1083
Kraematon Investment Advisors
Massachusetts
$374K +$647 +5 +0.2%
WWM
1084
WT Wealth Management
Arizona
$373K -$51.4K -397 -12%
BPWM
1085
Badgley Phelps Wealth Managers
Washington
$372K -$42.2K -326 -10%
CWP
1086
Core Wealth Partners
California
$367K +$367K +2,835 New
CAL
1087
Capital Advisors Ltd
Ohio
$367K -$24.2K -187 -6%
CAM
1088
Cozad Asset Management
Illinois
$365K -$44.8K -346 -11%
YDMI
1089
Y.D. More Investments
Israel
$365K +$28.3K +219 +8%
FPB
1090
First PREMIER Bank
South Dakota
$364K – – –
FAT
1091
First American Trust
California
$364K +$11.4K +88 +3%
SWM
1092
SeaCrest Wealth Management
New York
$364K +$3.5K +27 +1%
SIC
1093
Sigma Investment Counselors
Michigan
$362K -$4.53K -35 -1%
CL
1094
Choreo LLC
Illinois
$360K -$4.53K -35 -1%
CSPIA
1095
Cary Street Partners Investment Advisory
Virginia
$358K +$4.27K +33 +1%
FLPIM
1096
F.L. Putnam Investment Management
Massachusetts
$358K -$287K -2,219 -45%
PWW
1097
Pettyjohn Wood & White
Virginia
$357K +$11K +85 +3%
AIP
1098
Ahrens Investment Partners
Louisiana
$357K +$77.7K +600 +28%
CFO
1099
CVA Family Office
Colorado
$357K – – –
WAM
1100
WealthTrust Asset Management
Florida
$357K -$20.7K -160 -5%
42 43
44
45 46