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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 %
FNBOSM
1276
First National Bank of South Miami
Florida
$206K – – –
BFA
1277
Bragg Financial Advisors
North Carolina
$206K +$206K +1,588 New
PTP
1278
Platform Technology Partners
New York
$205K +$129 +1 +0.1%
DC
1279
DeDora Capital
California
$205K -$4.79K -37 -2%
LGG
1280
Luts & Greenleigh Group
Maryland
$205K – – –
PAA
1281
Peregrine Asset Advisers
Oregon
$203K – – –
FA
1282
Fountainhead AM
New Jersey
$203K – – –
TCM
1283
Telos Capital Management
California
$202K -$2.28M -17,606 -92%
TYCC
1284
Texas Yale Capital Corp
Florida
$201K – – –
CW
1285
Connectus Wealth
Ohio
$201K -$1.09M -8,399 -84%
AA
1286
Ancora Advisors
Ohio
$200K -$18.4K -142 -8%
CW
1287
CIC Wealth
Maryland
$200K +$2.07K +16 +1%
PMFA
1288
Plante Moran Financial Advisors
Michigan
$194K -$38.6K -298 -17%
ST
1289
Smithfield Trust
Pennsylvania
$186K – – –
AIM
1290
Acropolis Investment Management
Missouri
$185K – – –
SAS
1291
Stelac Advisory Services
New York
$184K – – –
HCM
1292
Hollencrest Capital Management
California
$184K -$24.4M -188,471 -99%
AC
1293
AlphaCore Capital
California
$180K -$32.5K -251 -15%
CAL
1294
Capital Analysts LLC
Pennsylvania
$178K +$90K +695 +102%
LFG
1295
Larson Financial Group
Missouri
$178K +$9.19K +71 +5%
PFBT
1296
Parkside Financial Bank & Trust
Missouri
$176K -$6.48K -50 -4%
CHA
1297
Carmichael Hill & Associates
Maryland
$176K -$647 -5 -0.4%
KIG
1298
Kessler Investment Group
Indiana
$174K -$2.98K -23 -2%
RMC
1299
Resources Management Corp
Connecticut
$174K +$48.2K +581 +38%
FFA
1300
Founders Financial Alliance
North Carolina
$170K -$14.2K -109 -8%
50 51
52
53 54