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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 %
AFO
1201
Allie Family Office
Florida
$259K – – –
FTWA
1202
Fifth Third Wealth Advisors
Ohio
$258K +$258K +1,995 New
FHB
1203
First Hawaiian Bank
Hawaii
$256K +$31.1K +240 +14%
AFP
1204
Alpha Financial Partners
Kentucky
$254K -$32.4K -250 -11%
PA
1205
Procyon Advisors
Connecticut
$253K -$2.85K -22 -1%
FCFS
1206
First Command Financial Services
Texas
$252K +$11.1K +86 +5%
FCB
1207
First Command Bank
Texas
$252K +$11.1K +86 +5%
TRIA
1208
Trail Ridge Investment Advisors
Colorado
$250K +$250K +1,928 New
BG
1209
Bollard Group
Massachusetts
$248K +$907 +7 +0.4%
PIMG
1210
Patriot Investment Management Group
Tennessee
$248K -$12.7K -98 -5%
TDC
1211
Thompson Davis & Co
Virginia
$246K -$55K -425 -18%
DP
1212
Dearborn Partners
Illinois
$246K +$7.77K +60 +3%
JFA
1213
JNBA Financial Advisors
Minnesota
$245K – – –
CAM
1214
Carret Asset Management
New York
$245K +$1.29K +10 +0.5%
MPWT
1215
MassMutual Private Wealth & Trust
Connecticut
$244K +$65.1K +503 +36%
MIA
1216
Milestone Investment Advisors
Wisconsin
$244K – – –
FLII
1217
First Long Island Investors
New York
$243K – – –
CWM
1218
Cahaba Wealth Management
Georgia
$241K +$388 +3 +0.2%
GIA
1219
Guyasuta Investment Advisors
Pennsylvania
$240K -$291K -2,250 -55%
JCM
1220
Jag Capital Management
Missouri
$238K -$99K -765 -29%
WCG
1221
Weaver Consulting Group
California
$238K +$238K +1,837 New
ATFA
1222
All Terrain Financial Advisors
Minnesota
$237K – – –
KFI
1223
Key Financial Inc
Pennsylvania
$237K +$49.2K +380 +26%
CF
1224
Clarity Financial
Texas
$236K -$14.4M -110,871 -98%
MWM
1225
Modera Wealth Management
New Jersey
$236K -$4.01K -31 -2%
47 48
49
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