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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 %
CIAS
426
Capital Investment Advisory Services
North Carolina
$3.56M -$33.7K -247 -0.9%
QFA
427
Quattro Financial Advisors
Texas
$3.55M -$798M -30,577 -100%
PFS
428
Prospera Financial Services
Texas
$3.51M +$129K +949 +4%
VRM
429
Vectors Research Management
New York
$3.48M +$1.61M +22,307 +86%
DWA
430
Delos Wealth Advisors
Texas
$3.47M -$395K -2,897 -10%
BCM
431
Brookstone Capital Management
Illinois
$3.46M +$769K +5,642 +29%
ST
432
Sentinel Trust
Texas
$3.45M -$3K -22 -0.1%
SWM
433
Stockman Wealth Management
Montana
$3.44M +$55.1K +404 +2%
WT
434
Washington Trust
Rhode Island
$3.42M +$10.4K +76 +0.3%
NM
435
NWI Management
New York
$3.41M – – –
VCP
436
Verus Capital Partners
Arizona
$3.41M -$966K -7,082 -22%
BPWM
437
Badgley Phelps Wealth Managers
Washington
$3.41M -$70K -513 -2%
Wealthfront Advisers
438
Wealthfront Advisers
California
$3.4M -$220K -1,616 -6%
TC
439
Trilogy Capital
California
$3.4M -$18.1M -132,635 -84%
DI
440
DFPG Investments
Utah
$3.38M -$358K -2,584 -10%
LFA
441
Laraway Financial Advisors
Minnesota
$3.37M – – –
WIP
442
WealthCare Investment Partners
Rhode Island
$3.36M -$46K -328 -1%
JGIA
443
Jackson Grant Investment Advisers
Connecticut
$3.35M -$37.5K -275 -1%
EWM
444
EPG Wealth Management
Georgia
$3.35M -$97.7K -684 -3%
BRG
445
Bay Rivers Group
Virginia
$3.33M -$13.1K -96 -0.4%
Point72 Asset Management
446
Point72 Asset Management
Connecticut
$3.31M +$3.31M +24,249 New
CWMGP
447
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.3M +$374K +2,741 +13%
IA
448
IFG Advisory
Georgia
$3.29M +$358K +2,625 +12%
GWM
449
Geneos Wealth Management
Colorado
$3.29M -$15K -110 -0.5%
CWA
450
Consilio Wealth Advisors
Washington
$3.26M -$895K -6,560 -22%
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