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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.

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
1
Goldman Sachs
New York
$1.02B
2
WA
2
WestEnd Advisors
North Carolina
$424M
3
Barclays
3
Barclays
United Kingdom
$206M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$426M
5
State Street
5
State Street
Massachusetts
$157M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$43.2M
2
Millennium Management
2
Millennium Management
New York
$12.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$481M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.97B
5
CM
5
Churchill Management
California
$199M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
201
PFG Advisors
Arizona
$10.8M 81,035 +3,058 +4%
WA
202
WBH Advisory
Maryland
$10.6M 79,632 -948 -1%
APF
203
Alaska Permanent Fund
Alaska
$10.5M 79,446 +79,446 New
KWM
204
Keebeck Wealth Management
Illinois
$10.5M 79,416 – –
TS
205
Tamar Securities
California
$10.5M 78,988 +8,116 +11%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$10.3M 77,928 +4,704 +6%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$10.3M 77,423 +42,156 +120%
AT
208
Arvest Trust
Oklahoma
$10.3M 76,470 -1,892 -2%
HIP
209
Harrell Investment Partners
Texas
$10.3M 77,229 -2,966 -4%
ACA
210
Aspire Capital Advisors
Washington
$10.2M 77,108 +3,240 +4%
PI
211
PFS Investments
Georgia
$10.1M 76,455 -1,013 -1%
JWCA
212
J.W. Cole Advisors
Florida
$10.1M 76,041 +4,038 +6%
TCA
213
Transcend Capital Advisors
New Jersey
$10.1M 76,014 +4,783 +7%
PAS
214
Park Avenue Securities
New York
$10M 75,660 +14,417 +24%
SPIA
215
Steward Partners Investment Advisory
New York
$10M 75,451 -42,929 -36%
HPC
216
Hobart Private Capital
North Carolina
$10M 75,423 -225 -0.3%
FFG
217
Frisch Financial Group
New York
$9.89M 74,503 -8,026 -10%
FTS
218
Fifth Third Securities
Ohio
$9.88M 74,435 -709 -0.9%
MWPCG
219
Measured Wealth Private Client Group
New Hampshire
$9.82M 73,994 +21,139 +40%
TAM
220
Tocqueville Asset Management
New York
$9.82M 73,954 +353 +0.5%
LRWA
221
Long Run Wealth Advisors
New York
$9.69M 73,008 +9,116 +14%
GM
222
GeoWealth Management
Illinois
$9.66M 72,786 +1,371 +2%
NAG
223
Northstar Advisory Group
New Jersey
$9.65M 72,671 +44,749 +160%
FMC
224
First Merchants Corp
Indiana
$9.61M 72,378 -683 -0.9%
SSA
225
Schonfeld Strategic Advisors
New York
$9.56M 72,014 +24,975 +53%
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