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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 %
WI
576
Wintrust Investments
Illinois
$2.2M -$110K -804 -5%
BCP
577
Blue Chip Partners
Michigan
$2.19M +$1.35M +9,910 +162%
SHWM
578
Smith & Howard Wealth Management
Georgia
$2.17M +$93.4K +685 +5%
HWM
579
HB Wealth Management
Georgia
$2.16M -$209K -1,531 -9%
RIA
580
Regal Investment Advisors
Michigan
$2.16M +$476K +3,492 +28%
MAM
581
MMA Asset Management
Pennsylvania
$2.16M -$18.3K -134 -0.8%
H
582
HoyleCohen
California
$2.15M +$264K +1,938 +14%
MA
583
MBA Advisors
Pennsylvania
$2.15M -$30K -220 -1%
KA
584
Kovack Advisors
Florida
$2.15M +$41.5K +304 +2%
AFS
585
Access Financial Services
Minnesota
$2.14M +$8.59K +63 +0.4%
BCFS
586
Butensky & Cohen Financial Security
Florida
$2.14M +$26.7K +196 +1%
MW
587
Marcum Wealth
Ohio
$2.1M +$124K +911 +6%
EFP
588
Envision Financial Planning
Tennessee
$2.09M +$2.09M +15,298 New
SI
589
Saxon Interests
Texas
$2.08M +$2.08M +15,222 New
CAG
590
Crestwood Advisors Group
Massachusetts
$2.07M +$115K +840 +6%
MIC
591
Meridian Investment Counsel
California
$2.06M -$30.4K -223 -1%
FB
592
First Bancorp
Maine
$2.05M – – –
1IA
593
1834 Investment Advisors
Wisconsin
$2.05M -$244K -1,788 -11%
CRI
594
Colonial River Investments
Virginia
$2.05M -$566K -4,153 -22%
CFO
595
Colony Family Offices
North Carolina
$2.04M +$2.04M +14,962 New
JHCP
596
Jackson Hole Capital Partners
Oklahoma
$2.03M +$258K +1,891 +15%
SHGA
597
Sand Hill Global Advisors
California
$2.02M -$10.5K -77 -0.5%
VVP
598
Venture Visionary Partners
Ohio
$2.01M -$86.2K -632 -4%
LC
599
Lindbrook Capital
California
$2.01M -$52.4K -384 -3%
WANY
600
Wealthspire Advisors (New York)
New York
$2M +$226K +1,658 +13%
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24
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