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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 %
M&T Bank
451
M&T Bank
New York
$3.24M +$160K +1,172 +5%
C
452
Certuity
Florida
$3.23M +$133K +973 +4%
CWM
453
Circle Wealth Management
New Jersey
$3.23M +$989K +7,250 +44%
WA
454
WESPAC Advisors
California
$3.22M -$336K -2,466 -9%
HG
455
Herbst Group
Connecticut
$3.21M +$175K +1,283 +6%
FG
456
Fiduciary Group
Georgia
$3.21M +$2.63M +19,268 +455%
CH
457
Canton Hathaway
Rhode Island
$3.19M +$24K +176 +0.8%
TA
458
TruWealth Advisors
Louisiana
$3.18M -$18.3K -134 -0.6%
FFBTD
459
First Financial Bank - Trust Division
Ohio
$3.18M -$1.39M -10,167 -30%
EL
460
Essex LLC
Illinois
$3.17M +$846K +6,203 +36%
JIR
461
James Investment Research
Ohio
$3.16M -$207K -1,515 -6%
AA
462
AlphaQ Advisors
Florida
$3.16M – – –
FPW
463
Flagship Private Wealth
Massachusetts
$3.16M +$10.8K +79 +0.3%
SWA
464
SFMG Wealth Advisors
Texas
$3.16M – – –
LWM
465
Laidlaw Wealth Management
New York
$3.15M +$138K +1,010 +5%
SWA
466
Stratos Wealth Advisors
Ohio
$3.15M -$808K -5,928 -20%
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$3.13M +$750K +5,502 +32%
MIFH
468
Migdal Insurance & Financial Holdings
Israel
$3.11M -$3.3M -24,232 -52%
AWM
469
Apollon Wealth Management
South Carolina
$3.1M -$64.5K -473 -2%
MCM
470
MontVue Capital Management
Virginia
$3.08M +$3.08M +22,591 New
LHWM
471
Lake Hills Wealth Management
Texas
$3.06M -$4.53M -33,223 -60%
AWM
472
Activest Wealth Management
Florida
$3.06M -$5.34M -39,153 -64%
AF
473
Advisornet Financial
Minnesota
$3.05M +$235K +1,722 +8%
CAC
474
Certified Advisory Corp
Florida
$3.03M -$41.6K -305 -1%
Principal Financial Group
475
Principal Financial Group
Iowa
$3.03M +$851K +6,237 +39%
17 18
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