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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 %
SPFA
1126
Summit Place Financial Advisors
New Jersey
$324K +$18.8K +145 +6%
CHC
1127
City Holding Co
West Virginia
$324K +$23.3K +180 +8%
GC
1128
Gratus Capital
Georgia
$324K +$647 +5 +0.2%
IAA
1129
Ironsides Asset Advisors
North Carolina
$324K – – –
IAIM
1130
Industrial Alliance Investment Management
Quebec, Canada
$321K +$107K +827 +50%
JWBC
1131
J.W. Burns & Co
New York
$318K -$12.3K -95 -4%
AWM
1132
Arista Wealth Management
Nevada
$317K -$5.83K -45 -2%
CWM
1133
Castle Wealth Management
Florida
$317K -$13.7K -106 -4%
GSIAS
1134
Garden State Investment Advisory Services
New Jersey
$317K -$37.1K -287 -10%
LW
1135
Linscomb Wealth
Texas
$317K -$33.3K -257 -9%
WAM
1136
Wallington Asset Management
Indiana
$317K -$23.3K -180 -7%
SFG
1137
SNS Financial Group
Minnesota
$317K +$25.9K +200 +9%
MAWA
1138
Moss Adams Wealth Advisors
Washington
$315K +$1.29K +10 +0.4%
AFA
1139
Alpha Financial Advisors
North Carolina
$312K +$312K +2,412 New
TPW
1140
TL Private Wealth
Texas
$311K +$1.04K +8 +0.3%
AFO
1141
Arrowroot Family Office
California
$310K +$310K +2,398 New
BWA
1142
BlueSky Wealth Advisors
North Carolina
$310K – – –
CRWM
1143
Castle Rock Wealth Management
California
$309K -$26.3K -199 -8%
KW
1144
KWB Wealth
California
$309K – – –
SCM
1145
Sebold Capital Management
Illinois
$309K -$30.4K -235 -9%
HWA
1146
HCR Wealth Advisors
California
$309K +$8.41K +65 +3%
TCBWMS
1147
Texas Capital Bank Wealth Management Services
Texas
$307K -$450K -3,477 -59%
HCP
1148
Hexagon Capital Partners
Arkansas
$307K +$10.7K +83 +4%
RBC
1149
Romano Brothers & Co
Illinois
$304K -$37.5K -290 -11%
AFG
1150
Atomi Financial Group
New York
$303K +$303K +2,337 New
44 45
46
47 48