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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 %
APP
1276
Avantax Planning Partners
Iowa
$214K – – –
WCM
1277
Whitener Capital Management
North Carolina
$214K +$214K +1,611 New
PFC
1278
Phocas Financial Corp
California
$214K -$242K -1,825 -53%
EIA
1279
Edgemoor Investment Advisors
Maryland
$212K – – –
SIC
1280
Samalin Investment Counsel
New York
$212K -$9.96K -75 -4%
FNBOSM
1281
First National Bank of South Miami
Florida
$211K – – –
AA
1282
Auxano Advisors
Washington
$211K – – –
AAM
1283
Alphadyne Asset Management
New York
$210K -$4.57M -34,417 -96%
LGG
1284
Luts & Greenleigh Group
Maryland
$210K – – –
PAA
1285
Peregrine Asset Advisers
Oregon
$209K – – –
PFA
1286
Plotkin Financial Advisors
Maryland
$208K +$208K +1,569 New
ZIM
1287
Zacks Investment Management
Illinois
$207K +$207K +1,561 New
SWM
1288
Selective Wealth Management
Virginia
$207K +$207K +1,589 New
TYCC
1289
Texas Yale Capital Corp
Florida
$206K – – –
PTP
1290
Platform Technology Partners
New York
$206K – – –
RMDI
1291
R.M. Davis Inc
Maine
$206K -$21.5K -162 -9%
FNBOMD
1292
First National Bank of Mount Dora
Florida
$205K +$205K +1,547 New
CFC
1293
Coyle Financial Counsel
Illinois
$204K +$204K +1,539 New
HL
1294
HeadInvest LLC
Maine
$204K -$72.2K -532 -26%
MC
1295
Miramar Capital
Illinois
$203K +$203K +1,528 New
FUBT
1296
First United Bank & Trust
Maryland
$202K -$27.3K -206 -12%
HCM
1297
Howland Capital Management
Massachusetts
$201K +$201K +1,518 New
PWLP
1298
Prio Wealth Limited Partnership
Massachusetts
$201K +$201K +1,517 New
CW
1299
CIC Wealth
Maryland
$201K -$3.98K -30 -2%
WSFS
1300
Wilmington Savings Fund Society
Delaware
$201K -$201K -1,514 -50%
50 51
52
53 54