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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 %
EGA
551
Eagle Global Advisors
Texas
$2.39M +$2.39M +17,500 New
PG
552
Proffitt & Goodson
Tennessee
$2.38M -$22.6K -166 -0.9%
BWM
553
BigSur Wealth Management
Florida
$2.38M +$205K +1,500 +9%
SFA
554
Sequoia Financial Advisors
Ohio
$2.38M +$220K +1,611 +10%
IA
555
IFP Advisors
Florida
$2.37M +$190K +1,390 +9%
ECA
556
Elevated Capital Advisors
Utah
$2.35M +$218K +1,597 +10%
Wolverine Trading
557
Wolverine Trading
Illinois
$2.35M +$969K +7,107 +70%
AWM
558
Avitas Wealth Management
California
$2.34M +$23.6K +173 +1%
RFO
559
RiverGlades Family Offices
Florida
$2.34M -$49.3K -342 -2%
MWM
560
Marion Wealth Management
Pennsylvania
$2.33M +$130K +953 +6%
FMTCOCP
561
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.33M +$458K +3,355 +24%
RWG
562
Ratio Wealth Group
Colorado
$2.32M +$894K +6,555 +63%
JSW
563
Journey Strategic Wealth
New Jersey
$2.31M +$536K +3,929 +30%
IAIM
564
International Assets Investment Management
Florida
$2.31M +$2.31M +16,923 New
ODIJL
565
One Day In July LLC
Vermont
$2.29M -$70.2K -515 -3%
TW
566
Transform Wealth
Colorado
$2.28M -$281K -2,064 -11%
FA
567
Fagan Associates
New York
$2.26M -$76.2K -559 -3%
AHC
568
Anderson Hoagland & Co
Missouri
$2.26M -$55K -394 -2%
CICI
569
Capital Investment Counsel Inc
North Carolina
$2.25M -$13.6K -100 -0.6%
KCM
570
Kanawha Capital Management
Virginia
$2.24M -$21.8K -160 -1%
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$2.24M -$201K -1,473 -8%
IOOF
572
Independent Order of Foresters
Ontario, Canada
$2.23M – – –
Macquarie Group
573
Macquarie Group
Australia
$2.23M – – –
IFPG
574
Intrepid Financial Planning Group
Indiana
$2.23M -$45.8K -336 -2%
Fisher Asset Management
575
Fisher Asset Management
Washington
$2.22M +$344K +2,525 +18%
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