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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
$1.02B
2
WA
WestEnd Advisors
North Carolina
$424M
3
Barclays
Barclays
United Kingdom
$206M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$426M
5
State Street
State Street
Massachusetts
$157M

Top Sellers

1
EWA
EP Wealth Advisors
California
$43.2M
2
Millennium Management
Millennium Management
New York
$12.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$481M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.97B
5
CM
Churchill Management
California
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
1201
GM Advisory Group
New York
$255K +$255K +1,923 New
BG
1202
Bollard Group
Massachusetts
$255K +$796 +6 +0.3%
WCG
1203
Weaver Consulting Group
California
$254K +$10.4K +78 +4%
TDC
1204
Thompson Davis & Co
Virginia
$252K – – –
ATFA
1205
All Terrain Financial Advisors
Minnesota
$252K +$8.63K +65 +4%
JFA
1206
JNBA Financial Advisors
Minnesota
$252K – – –
CAM
1207
Carret Asset Management
New York
$251K -$929 -7 -0.4%
MIA
1208
Milestone Investment Advisors
Wisconsin
$250K – – –
FLII
1209
First Long Island Investors
New York
$250K – – –
CCM
1210
Coldstream Capital Management
Washington
$249K +$31.5K +237 +14%
CWM
1211
Cahaba Wealth Management
Georgia
$247K -$133 -1 -0.1%
MRC
1212
Millburn Ridgefield Corp
New York
$245K +$107K +808 +78%
FHB
1213
First Hawaiian Bank
Hawaii
$245K -$17.9K -135 -7%
PA
1214
Procyon Advisors
Connecticut
$245K -$14.9K -112 -6%
JCM
1215
Jag Capital Management
Missouri
$244K – – –
FLC
1216
Fifth Lane Capital
Texas
$244K -$493K -3,718 -67%
AFP
1217
Alpha Financial Partners
Kentucky
$244K -$16.3K -123 -6%
KFI
1218
Key Financial Inc
Pennsylvania
$243K +$133 +1 +0.1%
CA
1219
CGN Advisors
Kansas
$243K +$243K +1,831 New
LBC
1220
Lowe Brockenbrough & Co
Virginia
$242K – – –
CB
1221
Cadence Bank
Mississippi
$242K – – –
WA
1222
Wambolt & Associates
Colorado
$241K -$22.4K -169 -9%
FFA
1223
First Foundation Advisors
California
$241K +$5.44K +41 +2%
SC
1224
Soundwatch Capital
Connecticut
$241K +$241K +6,902 New
SWM
1225
Silverlake Wealth Management
Vermont
$240K +$240K +1,810 New
47 48
49
50 51