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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
$727M
2
Bank of America
Bank of America
North Carolina
$5.81B
3
MMH
Menora Mivtachim Holdings
Israel
$453M
4
NAM
Nissay Asset Management
Japan
$743M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$223M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.64B
2
WA
WestEnd Advisors
North Carolina
$365M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$39.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.14B
5
PF
Phoenix Financial
Israel
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
1501
Townsend Asset Management
North Carolina
$1.3K +$518 +4 +67%
FMP
1502
Financial Management Professionals
Texas
$1K -$691K -7,601 -100%
LFA
1503
Legend Financial Advisors
Pennsylvania
$647 – – –
GP
1504
Greenline Partners
New York
$388 +$388 +3 New
FGAM
1505
Financial Gravity Asset Management
Texas
$12 -$6 -47 -35%
HIMCH
1506
Hartford Investment Management Co (HIMCO)
Connecticut
– -$119M -873,772 Closed
AP
1507
Advisors Preferred
Maryland
– -$70.5M -520,734 Closed
California Public Employees Retirement System
1508
California Public Employees Retirement System
California
– -$50.7M -373,000 Closed
TWM
1509
Tanglewood Wealth Management
Texas
– -$37M -272,547 Closed
NSLI
1510
Nan Shan Life Insurance
Taiwan
– -$29.2M -214,807 Closed
CCM
1511
Cinctive Capital Management
New York
– -$17M -125,266 Closed
LMIM
1512
Lockheed Martin Investment Management
Maryland
– -$14.2M -104,700 Closed
E
1513
Ergoteles
New York
– -$13.8M -101,733 Closed
BAM
1514
Broadmark Asset Management
California
– -$13.8M -101,697 Closed
SG
1515
StoneX Group
New York
– -$13.4M -98,737 Closed
CCM
1516
Cullen Capital Management
New York
– -$11.3M -82,972 Closed
FFM
1517
Fullerton Fund Management
Singapore
– -$11.1M -81,582 Closed
FSA
1518
Financial Services Advisory
Maryland
– -$11M -80,959 Closed
EP
1519
Edgestream Partners
New Jersey
– -$10.4M -76,189 Closed
PI
1520
Putnam Investments
Massachusetts
– -$8.36M -61,518 Closed
BCM
1521
Beaumont Capital Management
Massachusetts
– -$8.26M -60,826 Closed
Schroder Investment Management Group
1522
Schroder Investment Management Group
United Kingdom
– -$7.62M -56,073 Closed
Walleye Capital
1523
Walleye Capital
New York
– -$7.15M -52,641 Closed
AIA
1524
Arrow Investment Advisors
Maryland
– -$6.75M -49,699 Closed
Sumitomo Mitsui Trust Group
1525
Sumitomo Mitsui Trust Group
Japan
– -$5.65M -41,576 Closed
59 60
61
62 63