XLV icon

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 %
JIC
526
Johnson Investment Counsel
Ohio
$2.59M +$286K +2,096 +12%
CCM
527
Canal Capital Management
Virginia
$2.58M +$2.58M +18,913 New
KIA
528
Knollwood Investment Advisory
Maryland
$2.57M – – –
DW
529
Dodds Wealth
Colorado
$2.56M +$2.56M +18,776 New
SFPG
530
Stonebridge Financial Planning Group
Florida
$2.55M -$506K -3,708 -17%
NP
531
NorthRock Partners
Minnesota
$2.55M +$2.31M +16,950 +975%
SIA
532
Soltis Investment Advisors
Utah
$2.55M +$2.55M +18,661 New
EP
533
Edgestream Partners
New Jersey
$2.52M -$1.19M -8,741 -32%
Credit Agricole
534
Credit Agricole
France
$2.51M +$843K +6,178 +51%
ZIG
535
Zullo Investment Group
Pennsylvania
$2.51M -$15.3K -112 -0.6%
9WM
536
9258 Wealth Management
Ohio
$2.5M +$125K +916 +5%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$2.49M +$580K +4,256 +30%
CA
538
Cresta Advisors
Texas
$2.48M +$77.5K +568 +3%
AT
539
Avalon Trust
New Mexico
$2.48M +$26.3K +193 +1%
VDI
540
Vaughan David Investments
Illinois
$2.47M -$1.91M -14,007 -44%
BWM
541
Birchcreek Wealth Management
Ohio
$2.46M +$206K +1,507 +9%
ANB
542
Amarillo National Bank
Texas
$2.46M – – –
WAM
543
Weatherly Asset Management
California
$2.46M -$62.7K -460 -2%
HGERS
544
Householder Group Estate & Retirement Specialist
Arizona
$2.46M -$407K -2,983 -14%
NMM
545
Naples Money Management
Florida
$2.45M +$2.45M +17,997 New
JF
546
JSF Financial
California
$2.45M +$16K +117 +0.7%
EIP
547
Ellis Investment Partners
Pennsylvania
$2.45M -$1.18M -8,654 -33%
WIM
548
Westside Investment Management
California
$2.44M +$749K +5,493 +44%
WCM
549
Windsor Capital Management
Arizona
$2.44M -$1.23K -9 -0.1%
JCM
550
Jacobi Capital Management
Pennsylvania
$2.4M +$44.6K +327 +2%
20 21
22
23 24