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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AAIM
301
Asset Advisors Investment Management
Georgia
$6.15M +$311K +2,280 +5%
CWM
302
CMH Wealth Management
New Hampshire
$6.12M +$142K +1,044 +2%
WS
303
Wedbush Securities
California
$6.06M -$1.03M -7,567 -15%
FFN
304
Focus Financial Network
Minnesota
$5.94M +$1.64M +11,995 +38%
CF
305
Centaurus Financial
California
$5.94M +$783K +5,740 +15%
SI
306
Stephens Inc
Arkansas
$5.92M +$101K +737 +2%
NAG
307
Northstar Advisory Group
New Jersey
$5.91M -$1.31M -9,589 -18%
MA
308
Modus Advisors
Minnesota
$5.73M +$41.2K +302 +0.7%
SB
309
Simmons Bank
Arkansas
$5.72M -$593K -4,345 -9%
MCM
310
MV Capital Management
Maryland
$5.72M -$102K -746 -2%
TTWM
311
TCV Trust & Wealth Management
Virginia
$5.7M +$9.41K +69 +0.2%
TVAMP
312
Tennessee Valley Asset Management Partners
Tennessee
$5.69M -$646K -4,738 -10%
DADC
313
D.A. Davidson & Co
Montana
$5.69M -$351K -2,573 -6%
MS
314
Maven Securities
Jersey
$5.57M +$5.57M +40,813 New
BB
315
Busey Bank
Illinois
$5.53M +$4.43M +32,517 +404%
KWA
316
Kellett Wealth Advisors
Ohio
$5.47M +$208K +1,528 +4%
DAM
317
Deltec Asset Management
New York
$5.44M -$2.06M -15,100 -27%
IGWM
318
ICA Group Wealth Management
Colorado
$5.44M +$5.44M +39,885 New
ACM
319
Allred Capital Management
Texas
$5.4M +$1.42M +10,440 +36%
RJT
320
Raymond James Trust
Florida
$5.38M +$91K +667 +2%
SWC
321
Spectrum Wealth Counsel
Indiana
$5.33M +$5.33M +39,097 New
DZ Bank
322
DZ Bank
Germany
$5.28M +$5.28M +38,689 +96,723%
LFPWM
323
Leicht Financial Planning & Wealth Management
New Jersey
$5.27M +$140K +1,023 +3%
GW
324
GW & Wade
Massachusetts
$5.21M +$936K +6,865 +22%
GIA
325
Gladstone Institutional Advisory
Florida
$5.19M -$774K -5,672 -13%
11 12
13
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