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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 %
MIG
601
McGuire Investment Group
Rhode Island
$1.99M +$265K +1,940 +15%
MOS
602
MGO One Seven
Ohio
$1.96M +$78.7K +577 +4%
RFC
603
Regions Financial Corp
Alabama
$1.95M -$58.2K -427 -3%
CCG
604
Cypress Capital Group
Florida
$1.94M -$39.6K -290 -2%
PPP
605
Private Portfolio Partners
New Jersey
$1.93M -$5.46K -40 -0.3%
PMG
606
ProVise Management Group
Florida
$1.93M +$20.2K +148 +1%
WA
607
WP Advisors
California
$1.91M +$2.86K +21 +0.1%
AIFAIM
608
American Institute for Advanced Investment Management
Arizona
$1.89M -$116K -851 -6%
ORAM
609
One River Asset Management
Connecticut
$1.89M -$5.48M -40,190 -74%
MIC
610
Means Investment Company
Maine
$1.89M -$193K -1,416 -9%
TFA
611
Transamerica Financial Advisors
Florida
$1.88M -$168K -1,230 -8%
CWM
612
Concentrum Wealth Management
California
$1.87M -$105K -769 -5%
BMCM
613
Bryn Mawr Capital Management
Pennsylvania
$1.87M +$42.4K +311 +2%
DLHL
614
Donald L. Hagan LLC
Florida
$1.86M -$793K -5,815 -30%
RIA
615
Realta Investment Advisors
Delaware
$1.86M +$1.06M +7,749 +132%
WP
616
WealthPLAN Partners
Nebraska
$1.85M +$162K +1,189 +10%
RCAG
617
Rehmann Capital Advisory Group
Michigan
$1.85M +$143K +1,045 +8%
CC
618
Centiva Capital
New York
$1.85M -$801K -5,871 -30%
SCA
619
Snowden Capital Advisors
New York
$1.84M +$102K +745 +6%
SCTC
620
Sanibel Captiva Trust Company
Florida
$1.81M +$1.81M +13,262 New
AIP
621
ARS Investment Partners
New York
$1.81M +$9K +66 +0.5%
WT
622
Whittier Trust
California
$1.8M -$2.7M -19,816 -60%
SA
623
Strategic Advisors
New York
$1.79M -$92.7K -680 -5%
MCC
624
Money Concepts Capital
Florida
$1.78M +$860K +6,304 +93%
SSA
625
Schonfeld Strategic Advisors
New York
$1.77M -$16M -117,600 -90%
23 24
25
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