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

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$3.55M
2
MMH
Menora Mivtachim Holdings
Israel
$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M
4
Goldman Sachs
Goldman Sachs
New York
$457M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
351
Innova Wealth Partners
Pennsylvania
$4.51M +$4.29M +31,481 +2,003%
CA
352
Calton & Associates
Florida
$4.47M +$3.31M +24,253 +283%
MYIA
353
Mount Yale Investment Advisors
Colorado
$4.46M -$461K -3,378 -9%
GCP
354
Garda Capital Partners
Minnesota
$4.45M +$4.45M +32,615 New
OCPWS
355
One Charles Private Wealth Services
Massachusetts
$4.44M +$226K +1,660 +5%
TSS
356
Two Sigma Securities
New York
$4.43M +$3.64M +26,664 +459%
BCM
357
Beaumont Capital Management
Massachusetts
$4.43M +$4.43M +32,453 New
WWM
358
WT Wealth Management
Arizona
$4.4M +$4.16M +30,491 +1,705%
NFC
359
Northeast Financial Consultants
Connecticut
$4.4M +$267K +1,961 +6%
CIA
360
Choate Investment Advisors
Massachusetts
$4.39M +$221K +1,622 +5%
SG
361
Sharper & Granite
California
$4.38M -$514K -3,769 -10%
KeyBank National Association
362
KeyBank National Association
Ohio
$4.38M -$343K -2,515 -7%
FWCM
363
Ferguson Wellman Capital Management
Oregon
$4.34M +$1.85M +13,573 +74%
BL
364
BFSG LLC
California
$4.31M +$38.6K +283 +0.9%
ACI
365
Alpha Cubed Investments
California
$4.31M +$3.24M +23,770 +304%
CCM
366
Crew Capital Management
Ohio
$4.3M +$170K +1,249 +4%
YAVAPFMC
367
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.29M – – –
Focus Partners Wealth
368
Focus Partners Wealth
Massachusetts
$4.27M +$4.27M +31,336 New
GVAG
369
Great Valley Advisor Group
Delaware
$4.27M -$529K -3,877 -11%
KCM
370
Kennicott Capital Management
California
$4.26M -$156K -1,145 -4%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$4.22M -$13.3K -96 -0.3%
TWA
372
Tandem Wealth Advisors
Arizona
$4.22M -$80.7K -592 -2%
WG
373
Welch Group
Alabama
$4.22M +$2.97M +21,760 +237%
FHA
374
First Horizon Advisors
Tennessee
$4.22M -$57.7K -423 -1%
WCG
375
Wall Capital Group
Arizona
$4.18M -$41.7K -306 -1%
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