XLV icon

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 %
BDAM
326
Blue Door Asset Management
Connecticut
$5.17M +$2.43M +17,800 +89%
SFS
327
Sowell Financial Services
Arkansas
$5.13M +$2.01M +14,761 +65%
RWA
328
Roberts Wealth Advisors
California
$5.12M -$810K -1,917 -14%
HHRDM
329
H&H Retirement Design & Management
Nevada
$5.12M +$109K +756 +2%
SCP
330
Silverleafe Capital Partners
Tennessee
$5.09M +$4.64K +34 +0.1%
PP
331
Patten & Patten
Tennessee
$5.09M -$110K -810 -2%
CIP
332
Capital Insight Partners
Arizona
$5.09M +$2.68M +19,650 +111%
RWMH
333
Riverpoint Wealth Management Holdings
Illinois
$5.01M +$4.91K +36 +0.1%
FA
334
FDx Advisors
Illinois
$4.94M -$522K -3,828 -10%
DWT
335
Dorsey & Whitney Trust
South Dakota
$4.93M +$112K +818 +2%
BMM
336
Berkshire Money Management
Massachusetts
$4.92M -$7.47M -54,808 -60%
WS
337
Wela Strategies
Georgia
$4.85M +$141K +1,036 +3%
SRWM
338
Shira Ridge Wealth Management
California
$4.84M -$667K -4,888 -12%
SVWAG
339
Sound View Wealth Advisors Group
Georgia
$4.8M +$306K +2,241 +7%
TC
340
Trust Company
Kansas
$4.76M +$105K +768 +2%
GAB
341
German American Bancorp
Indiana
$4.76M +$4.76M +34,891 New
GRP
342
Global Retirement Partners
California
$4.75M +$205K +1,468 +5%
GWA
343
GGM Wealth Advisors
Maryland
$4.72M -$2.87M -20,599 -38%
BFA
344
BBJS Financial Advisors
Washington
$4.71M +$90.6K +664 +2%
FCI
345
Financial Counselors Inc
Kansas
$4.71M +$22.9K +168 +0.5%
TFGT
346
TS Financial Group (TSFG)
Illinois
$4.7M -$2.61M -19,170 -36%
BAAM
347
Baker Avenue Asset Management
California
$4.63M +$3.03M +22,240 +189%
GCP
348
GSA Capital Partners
United Kingdom
$4.63M +$4.25M +31,170 +1,127%
Bank of New York Mellon
349
Bank of New York Mellon
New York
$4.57M -$11.3M -82,914 -71%
PI
350
Pachira Investments
California
$4.52M +$630K +4,619 +16%
12 13
14
15 16