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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 %
CWM
1101
Calamos Wealth Management
Illinois
$355K – – –
CFCI
1102
Comprehensive Financial Consultants Institutional
Indiana
$355K +$4.53K +35 +1%
TPSF
1103
Texas Permanent School Fund
Texas
$354K +$354K +2,738 New
RCS
1104
Retirement Capital Strategies
California
$354K – – –
PFP
1105
Paragon Financial Partners
California
$351K +$388 +3 +0.1%
EM
1106
ELCO Management
New York
$350K -$25.9K -200 -7%
NCM
1107
NCM Capital Management
New Jersey
$349K – – –
WA
1108
Waverly Advisors
Alabama
$344K +$27.8K +215 +9%
IWP
1109
Icon Wealth Partners
Texas
$343K +$343K +2,648 New
CFD
1110
Creative Financial Designs
Indiana
$342K +$79.6K +615 +30%
EFG
1111
Ethos Financial Group
Pennsylvania
$341K -$6.09K -47 -2%
HH
1112
HWG Holdings
Texas
$340K -$547K -4,222 -62%
CT
1113
Colonial Trust
South Carolina
$339K – – –
BBPWM
1114
Blue Bell Private Wealth Management
Pennsylvania
$333K +$4.53K +35 +1%
CT
1115
Cambridge Trust
Massachusetts
$333K -$161K -1,242 -33%
CSPAM
1116
Cary Street Partners Asset Management
Virginia
$332K +$12.2K +94 +4%
LAM
1117
LifePro Asset Management
California
$331K – – –
TAM
1118
Titleist Asset Management
Texas
$331K +$331K +2,557 New
CGA
1119
Crescent Grove Advisors
Illinois
$331K -$12.6K -97 -4%
AA
1120
Addison Advisors
Vermont
$329K – – –
EFS
1121
Essex Financial Services
Connecticut
$328K +$11.7K +90 +4%
SEP
1122
Southland Equity Partners
Missouri
$327K -$19K -147 -5%
MPCL
1123
My Personal CFO LLC
Washington
$327K +$327K +2,523 +126,150%
RFN
1124
RDA Financial Network
Iowa
$327K -$68.7K -531 -17%
TLFA
1125
True Link Financial Advisors
California
$324K -$1.55K -12 -0.5%
43 44
45
46 47