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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,537 hedge funds and large institutions have $29.7B invested in Health Care Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 587 increasing their positions, 592 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+35
Holders Change %
+2.33%
% of All Funds
24.24%
Holding in Top 10
124
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.81%
% of All Funds
1.96%
New
130
Increased
587
Reduced
592
Closed
85
Calls
$1.28B
Puts
$1.58B
Net Calls
-$299M
Net Calls Change
+$235M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$447M
2
WA
WestEnd Advisors
North Carolina
+$424M
3
Barclays
Barclays
United Kingdom
+$160M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$157M
5
State Street
State Street
Massachusetts
+$128M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.05B
2
Millennium Management
Millennium Management
New York
-$300M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$264M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$226M
5
CM
Churchill Management
California
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1151
Castle Wealth Management
Florida
$300K -$25.7K -194 -8%
SEP
1152
Southland Equity Partners
Missouri
$299K -$36.2K -273 -11%
CAG
1153
Curtis Advisory Group
California
$299K – – –
DP
1154
Dearborn Partners
Illinois
$297K +$45.1K +340 +18%
PWM
1155
Pinnacle Wealth Management
California
$297K +$297K +2,235 New
HWA
1156
HCR Wealth Advisors
California
$297K -$19.8K -149 -6%
FCFC
1157
First Commonwealth Financial Corp
Pennsylvania
$295K – – –
RIA
1158
Richwood Investment Advisors
Ohio
$294K -$3.32K -25 -1%
FTWA
1159
Fifth Third Wealth Advisors
Ohio
$294K +$29.2K +220 +11%
SWA
1160
Strategies Wealth Advisors
Michigan
$294K +$17.8K +134 +6%
AWA
1161
Acorn Wealth Advisors
Michigan
$293K +$11K +83 +4%
CRC
1162
Curi RMB Capital
Illinois
$290K – – –
AWM
1163
Avaii Wealth Management
Wisconsin
$290K +$290K +2,183 New
LGA
1164
Lebenthal Global Advisors
New York
$287K -$16.6K -125 -5%
CW
1165
Connectus Wealth
Ohio
$287K +$81K +610 +39%
SCM
1166
Sebold Capital Management
Illinois
$284K -$32.1K -242 -10%
VPIM
1167
Vanguard Personalized Indexing Management
California
$283K – – –
PWM
1168
PBMares Wealth Management
Virginia
$283K +$17.3K +130 +7%
IAMOG
1169
Investors Asset Management of Georgia
Georgia
$283K +$797 +6 +0.3%
PCMC
1170
Paragon Capital Management (Colorado)
Colorado
$282K – – –
BWM
1171
BCS Wealth Management
Tennessee
$281K -$137K -1,034 -33%
BFA
1172
Bragg Financial Advisors
North Carolina
$281K +$69.8K +526 +33%
DCM
1173
Dimension Capital Management
Florida
$280K +$280K +2,110 New
NSIM
1174
North Star Investment Management
Illinois
$279K -$18.5K -139 -6%
ACP
1175
Aviance Capital Partners
Florida
$277K -$664 -5 -0.2%
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