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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
23.95%
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
+$1.67B
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$104M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$83.4M
4
CM
Churchill Management
California
+$81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$71M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$798M
2
MMH
Menora Mivtachim Holdings
Israel
-$232M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$183M
4
Goldman Sachs
Goldman Sachs
New York
-$143M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
501
Providence First Trust
Arizona
$2.85M – – –
CWM
502
Chesapeake Wealth Management
Virginia
$2.84M -$102K -746 -3%
PAG
503
Private Advisory Group
Washington
$2.84M -$1.21M -8,889 -30%
SPIS
504
Steward Partners Investment Solutions
Oregon
$2.82M +$2.82M +20,667 New
NECFA
505
New England Capital Financial Advisors
Connecticut
$2.8M +$253K +1,856 +10%
SIC
506
Salem Investment Counselors
North Carolina
$2.78M -$13.4K -98 -0.5%
LNC
507
Lincoln National Corp
Pennsylvania
$2.76M +$639K +4,687 +30%
MBT
508
Montecito Bank & Trust
California
$2.75M -$200K -1,467 -7%
SJIM
509
St. Johns Investment Management
Florida
$2.74M +$28.4K +208 +1%
PA
510
Procyon Advisors
Connecticut
$2.72M -$2.9M -21,267 -52%
LFAS
511
Level Four Advisory Services
Texas
$2.7M +$122K +895 +5%
NFG
512
Nations Financial Group
Iowa
$2.68M -$83.7K -614 -3%
WAS
513
WESPAC Advisors SoCal
California
$2.67M +$261K +1,912 +11%
GIM
514
Grassi Investment Management
California
$2.67M +$14.5K +106 +0.5%
MPI
515
Mairs & Power Inc
Minnesota
$2.66M +$2.66M +19,483 New
WQ
516
Wealth Quarterback
New Jersey
$2.66M -$312K -2,286 -11%
BAM
517
Belpointe Asset Management
Nevada
$2.65M +$1.35M +9,917 +104%
SSB
518
Sandy Spring Bank
Maryland
$2.65M -$36.6K -268 -1%
SW
519
SteelPeak Wealth
California
$2.65M -$3.4M -24,957 -56%
AF
520
Apexium Financial
Texas
$2.64M +$120K +877 +5%
SAM
521
Strategy Asset Managers
California
$2.63M -$265K -1,945 -9%
FFL
522
Financial Freedom LLC
Ohio
$2.62M +$2.18M +15,973 +493%
NL
523
NVWM LLC
Pennsylvania
$2.61M +$417K +3,060 +19%
NL
524
NWAM LLC
Washington
$2.61M +$34.9K +256 +1%
PS
525
Principal Securities
Iowa
$2.6M +$2.6M +19,076 New
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