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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 %
IMC Chicago
476
IMC Chicago
Illinois
$3.01M +$3.01M +22,068 New
NEPWA
477
New England Private Wealth Advisors
Massachusetts
$2.99M -$52.8K -387 -2%
CGFA
478
Colton Groome Financial Advisors
North Carolina
$2.99M +$616K +4,515 +26%
NCM
479
Nelson Capital Management
California
$2.99M +$490K +3,595 +20%
AAS
480
Ameritas Advisory Services
Nebraska
$2.98M -$800K -5,676 -21%
BOM
481
Bank of Marin
California
$2.97M -$92.5K -678 -3%
PCM
482
Penserra Capital Management
California
$2.97M +$2.55M +18,718 +613%
LWM
483
Lyell Wealth Management
California
$2.97M -$206K -1,513 -7%
BBVA
484
Banco Bilbao Vizcaya Argentaria
Spain
$2.95M -$264K -1,938 -8%
PWP
485
Principle Wealth Partners
Connecticut
$2.92M -$409 -3 -0%
MAM
486
Meeder Asset Management
Ohio
$2.91M +$45.8K +336 +2%
CCFM
487
Clear Creek Financial Management
Washington
$2.91M -$41.3K -303 -1%
BC
488
Bartlett & Co
Ohio
$2.91M +$230K +1,690 +9%
BCWM
489
Bartlett & Co Wealth Management
Ohio
$2.91M +$230K +1,690 +9%
CAG
490
Csenge Advisory Group
Florida
$2.9M -$6.16M -45,170 -68%
SF
491
Synovus Financial
Georgia
$2.89M +$373K +2,737 +15%
MSAM
492
Moloney Securities Asset Management
Missouri
$2.88M -$161K -1,179 -5%
ANTB
493
AMG National Trust Bank
Colorado
$2.87M +$3.41K +25 +0.1%
MIM
494
MTM Investment Management
South Carolina
$2.87M -$90.6K -664 -3%
CFO
495
Capitol Family Office
Oregon
$2.86M +$72.4K +531 +3%
JWA
496
JFS Wealth Advisors
Pennsylvania
$2.86M +$201K +1,475 +8%
MCM
497
Magnolia Capital Management
New York
$2.86M +$162K +1,190 +6%
FNBOH
498
First National Bank of Hutchinson
Kansas
$2.86M -$23.3K -171 -0.8%
PPFA
499
Provida Pension Fund Administrator
Chile
$2.86M -$66.9M -491,075 -96%
BCM
500
Boltwood Capital Management
California
$2.85M +$8.32K +61 +0.3%
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