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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 %
FFP
376
Forbes Financial Planning
Rhode Island
$4.17M -$432K -3,164 -9%
BCA
377
Bray Capital Advisors
Florida
$4.16M +$588K +4,315 +16%
BOPW
378
Brandywine Oak Private Wealth
Pennsylvania
$4.14M -$150K -1,103 -4%
MBTD
379
Mechanics Bank - Trust Department
California
$4.13M +$36.4K +267 +0.9%
SPC
380
Sigma Planning Corp
Michigan
$4.12M -$6.39M -46,877 -61%
SFG
381
StrategIQ Financial Group
Indiana
$4.1M +$143K +1,045 +4%
AFT
382
Alpha Family Trust
California
$4.1M +$34.8K +255 +0.9%
Canada Pension Plan Investment Board
383
Canada Pension Plan Investment Board
Ontario, Canada
$4.09M – – –
PFA
384
Pettinga Financial Advisors
Indiana
$4.07M +$2.11M +15,506 +108%
UAS
385
United Asset Strategies
New York
$4.06M +$61.1K +448 +2%
RA
386
Rockingstone Advisors
Massachusetts
$4.06M +$145K +1,060 +4%
BFG
387
Bleakley Financial Group
New Jersey
$4.06M +$119K +876 +3%
SS
388
Simplicity Solutions
Minnesota
$4.06M +$119K +876 +3%
HI
389
Harbour Investments
Wisconsin
$4.05M +$594K +4,356 +17%
BDWCC
390
B&D White Capital Company
Texas
$4.05M +$4.05M +29,712 New
BP
391
BBR Partners
New York
$4.05M -$327K -2,395 -7%
FFS
392
Founders Financial Securities
Maryland
$4.03M -$513K -3,765 -11%
GHA
393
Granite Harbor Advisors
Texas
$4.03M -$7.23K -53 -0.2%
RWPA
394
Richard W. Paul & Associates
Michigan
$4.01M -$51.7K -379 -1%
MFG
395
Magnus Financial Group
New York
$3.98M -$410K -3,009 -9%
BFA
396
Benedict Financial Advisors
Georgia
$3.93M -$20.5K -150 -0.5%
LG
397
Leuthold Group
Minnesota
$3.93M +$329K +2,414 +9%
LA
398
LM Advisors
California
$3.9M +$3.9M +28,562 New
TB
399
Treynor Bancshares
Iowa
$3.88M +$145K +1,063 +4%
MWM
400
Meridian Wealth Management
Kentucky
$3.86M -$417K -3,057 -10%
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16
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