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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 %
LBC
1226
Lowe Brockenbrough & Co
Virginia
$236K – – –
CB
1227
Cadence Bank
Mississippi
$236K – – –
HA
1228
Hamel Associates
New Jersey
$235K – – –
HR
1229
Hardy Reed
Mississippi
$235K +$5.05K +39 +2%
TWM
1230
TriaGen Wealth Management
California
$234K – – –
WA
1231
WealthTrust Axiom
Pennsylvania
$233K – – –
G
1232
Gainplan
Michigan
$233K -$72.4K -559 -24%
ECG
1233
Edge Capital Group
Georgia
$231K +$231K +1,788 New
IWM
1234
Iams Wealth Management
Nebraska
$231K +$231K +1,802 New
PFO
1235
Pathstone Family Office
New Jersey
$230K -$178K -1,378 -44%
FFA
1236
First Foundation Advisors
California
$230K +$230K +1,774 New
PP
1237
Pacifica Partners
Canada
$229K -$3.99K -30 -2%
PSIWM
1238
Paradigm Strategies in Wealth Management
Minnesota
$229K +$647 +5 +0.3%
CCG
1239
Coastwise Capital Group
California
$228K +$518 +4 +0.2%
GSEP
1240
Golden State Equity Partners
California
$227K +$227K +1,755 New
UIA
1241
Ulland Investment Advisors
Minnesota
$227K – – –
CIA
1242
Cladis Investment Advisory
Montana
$227K +$227K +1,750 New
RIM
1243
Rockbridge Investment Management
New York
$226K – – –
KTC
1244
Kistler-Tiffany Companies
Pennsylvania
$225K -$21K -162 -9%
IF
1245
Intrua Financial
Texas
$225K -$37.4K -283 -14%
PFM
1246
Parsec Financial Management
North Carolina
$224K -$7.38K -57 -3%
KFSC
1247
Keystone Financial Services (Colorado)
Colorado
$224K – – –
FUBT
1248
First United Bank & Trust
Maryland
$224K -$44.8K -346 -17%
FCBT
1249
First Citizens Bank & Trust
North Carolina
$223K +$223K +1,721 New
MA
1250
MCF Advisors
Kentucky
$223K +$63.4K +490 +40%
48 49
50
51 52