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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 %
IF
401
Intrua Financial
Texas
$3.83M +$1.89M +13,834 +97%
CCWM
402
Correct Capital Wealth Management
Missouri
$3.83M +$3.83M +28,053 New
GWM
403
GoalFusion Wealth Management
Texas
$3.82M +$221K +1,617 +6%
USCWA
404
U.S. Capital Wealth Advisors
Texas
$3.8M -$141K -1,037 -4%
SLWA
405
San Luis Wealth Advisors
California
$3.79M +$448K +3,285 +13%
FTIS
406
First Trust Investment Solutions
Florida
$3.76M +$3.76M +27,560 New
GP
407
Girard Partners
Pennsylvania
$3.74M +$3.2M +23,485 +591%
JFG
408
Jefferies Financial Group
New York
$3.74M -$70.5K -517 -2%
VWM
409
Vivid Wealth Management
Iowa
$3.73M +$3.73M +27,318 New
KPWS
410
Kestra Private Wealth Services
Texas
$3.73M -$312K -2,291 -8%
IAMOG
411
Investors Asset Management of Georgia
Georgia
$3.7M +$970K +7,112 +35%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.7M -$36K -264 -1%
TIAA Trust, National Association
413
TIAA Trust, National Association
North Carolina
$3.7M -$295K -2,161 -7%
TW
414
TritonPoint Wealth
Maryland
$3.69M +$3.69M +27,073 New
GB
415
Gunma Bank
Japan
$3.68M +$3.68M +27,000 New
Fidelity International
416
Fidelity International
Bermuda
$3.64M -$177K -1,298 -5%
HI
417
Horizon Investments
North Carolina
$3.62M -$484K -3,547 -12%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$3.62M +$1.45M +10,596 +67%
VWM
419
Venturi Wealth Management
Texas
$3.61M -$721K -5,288 -17%
OFS
420
OneAscent Financial Services
Alabama
$3.61M +$3.61M +26,431 New
DAS
421
Dynamic Advisor Solutions
Arizona
$3.6M +$232K +1,669 +7%
ACA
422
Atlas Capital Advisors
Wyoming
$3.58M -$176K -1,291 -5%
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$3.58M -$87.8K -644 -2%
ABC
424
Associated Banc-Corp
Wisconsin
$3.57M +$534K +3,917 +18%
CW
425
Cooksen Wealth
Texas
$3.56M +$3.56M +26,101 New
15 16
17
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