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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,634 hedge funds and large institutions have $30.7B invested in Health Care Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 569 increasing their positions, 584 reducing their positions, and 104 closing their positions.

Holders
1,634
Holders Change
+119
Holders Change %
+7.85%
% of All Funds
23.96%
Holding in Top 10
110
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.56%
% of All Funds
1.61%
New
246
Increased
569
Reduced
584
Closed
104
Calls
$1.63B
Puts
$2.25B
Net Calls
-$619M
Net Calls Change
-$161M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.28B
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$385M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$171M
4
CM
4
Churchill Management
California
$294M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$951M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$3.55M
2
MMH
2
Menora Mivtachim Holdings
Israel
$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M
4
Goldman Sachs
4
Goldman Sachs
New York
$457M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HVIA
226
Hudson Valley Investment Advisors
New York
$9.18M 65,422 +1,210 +2%
TCA
227
Transcend Capital Advisors
New Jersey
$9.17M 67,224 +2,793 +4%
TW
228
TrinityPoint Wealth
Connecticut
$9.12M 66,848 +4,637 +7%
Squarepoint
229
Squarepoint
New York
$8.99M 65,896 +42,144 +177%
PWP
230
Perfromance Wealth Partners
Illinois
$8.97M 65,799 -54 -0.1%
Cerity Partners
231
Cerity Partners
New York
$8.87M 65,018 +50,710 +354%
PNAA
232
Pictet North America Advisors
Switzerland
$8.73M 64,016 -1,055 -2%
SC
233
Sykon Capital
New York
$8.72M 63,941 +63,941 New
EWM
234
Evercore Wealth Management
New York
$8.68M 63,612 -2,093 -3%
WCP
235
Welch Capital Partners
New York
$8.66M 63,480 – –
NW
236
NewEdge Wealth
Pennsylvania
$8.59M 62,988 -475 -0.7%
TFA
237
Toth Financial Advisory
Virginia
$8.47M 62,114 +1 +0%
PIA
238
Petredis Investment Advisors
Pennsylvania
$8.46M 62,038 -2,831 -4%
TFA
239
Teamwork Financial Advisors
Texas
$8.42M 61,713 +1,441 +2%
PPWP
240
Premier Path Wealth Partners
New Jersey
$8.33M 60,310 +60,310 New
RA
241
RFG Advisory
Alabama
$8.26M 60,580 +5,858 +11%
SWM
242
SFG Wealth Management
Maryland
$8.19M 60,088 +3,404 +6%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$8.18M 59,975 +4,877 +9%
EWS
244
Eagle Wealth Strategies
New Jersey
$8.17M 59,940 +59,940 New
AF
245
Allworth Financial
California
$8.16M 59,815 +53,598 +862%
FIM
246
Freedom Investment Management
Connecticut
$8.14M 59,693 +1,962 +3%
IWC
247
Integrated Wealth Concepts
Massachusetts
$8.11M 59,476 -8,506 -13%
Bank of Nova Scotia
248
Bank of Nova Scotia
Ontario, Canada
$8.08M 59,280 +6,630 +13%
IC
249
Innealta Capital
Texas
$8.06M 59,122 -21,708 -27%
AWC
250
Adamsbrown Wealth Consultants
Kansas
$8.03M 58,871 +12,090 +26%
8 9
10
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