XLV icon

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.

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)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$727M
2
Bank of America
2
Bank of America
North Carolina
$5.81B
3
MMH
3
Menora Mivtachim Holdings
Israel
$453M
4
NAM
4
Nissay Asset Management
Japan
$743M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$223M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.64B
2
WA
2
WestEnd Advisors
North Carolina
$365M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$39.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.14B
5
PF
5
Phoenix Financial
Israel
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
SFCL
1651
Strengthening Families & Communities LLC
Massachusetts
– – -781 Closed
GC
1652
Garde Capital
Washington
– – -770 Closed
SC
1653
Stephens Consulting
Michigan
– – -700 Closed
RTL
1654
Red Tortoise LLC
Georgia
– – -665 Closed
AWM
1655
Accurate Wealth Management
Florida
– – -509 Closed
MSCM
1656
McElhenny Sheffield Capital Management
Texas
– – -502 Closed
SSG
1657
Summit Securities Group
New York
– – -500 Closed
IUHSA
1658
Itau Unibanco Holding S.A.
Brazil
– – -441 Closed
KOMWMG
1659
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– – -240 Closed
MWM
1660
MinichMacGregor Wealth Management
New York
– – -146 Closed
MWM
1661
Mascoma Wealth Management
New Hampshire
– – -115 Closed
PFA
1662
Pathway Financial Advisers
Indiana
– – -111 Closed
CASC
1663
Coppell Advisory Solutions Corp
Texas
– – -103 Closed
CAS
1664
Coppell Advisory Solutions
Texas
– – -103 Closed
LS
1665
Leelyn Smith
Illinois
– – -92 Closed
FWA
1666
Freedom Wealth Alliance
Wisconsin
– – -64 Closed
WOSD
1667
WFA of San Diego
California
– – -50 Closed
DZ Bank
1668
DZ Bank
Germany
– – -40 Closed
PPWM
1669
PFG Private Wealth Management
Florida
– – -33 Closed
LFA
1670
LGT Financial Advisors
Texas
– – -27 Closed
CA
1671
Corrado Advisors
New Jersey
– – -22 Closed
LFA
1672
Level Financial Advisors
New York
– – -20 Closed
VF
1673
VitalStone Financial
Texas
– – -13 Closed
RFS
1674
Retirement Financial Solutions
Tennessee
– – -5 Closed
AWM
1675
Aspire Wealth Management
Massachusetts
– – -4 Closed
64 65 66
67
68