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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 %
WIA
626
World Investment Advisors
California
$1.77M +$1.77M +12,958 New
AWM
627
Atticus Wealth Management
Florida
$1.76M -$711K -5,215 -29%
ACM
628
Absolute Capital Management
Pennsylvania
$1.76M -$2.23M -16,351 -56%
AG
629
Ascent Group
Virginia
$1.74M -$177K -1,225 -9%
GT
630
Glenview Trust
Kentucky
$1.74M -$126K -923 -7%
CG
631
Caprock Group
Idaho
$1.74M +$167K +1,224 +11%
WC
632
Wexford Capital
Florida
$1.74M -$5.05M -37,035 -74%
WCM
633
WealthBridge Capital Management
Ohio
$1.74M +$136 +1 +0%
JF
634
Jump Financial
Illinois
$1.73M +$1.35M +9,868 +346%
OLVIG
635
Oliver Lagore Vanvalin Investment Group
Michigan
$1.73M -$296K -2,168 -15%
WI
636
WBI Investments
New Jersey
$1.73M +$54.3K +398 +3%
SB
637
Strategic Blueprint
Georgia
$1.73M +$1.07M +7,830 +162%
SFM
638
Signet Financial Management
New Jersey
$1.72M +$1.02M +7,513 +148%
RWB
639
RMR Wealth Builders
New Jersey
$1.7M -$845K -6,194 -33%
Brown Advisory
640
Brown Advisory
Maryland
$1.7M +$39.4K +289 +2%
HNB
641
Huntington National Bank
Ohio
$1.69M +$474K +3,475 +39%
LSPW
642
Lake Street Private Wealth
Illinois
$1.69M -$361K -2,644 -18%
CT
643
Cambridge Trust
Massachusetts
$1.69M +$1.4M +10,284 +489%
GWSG
644
GPS Wealth Strategies Group
Colorado
$1.69M -$706K -5,178 -30%
PP
645
Paloma Partners
Connecticut
$1.68M +$1.68M +12,344 New
FIM
646
Fernwood Investment Management
Massachusetts
$1.68M – – –
HAS
647
HBW Advisory Services
California
$1.68M -$9.54K -70 -0.6%
MPW
648
MA Private Wealth
California
$1.66M -$4.76M -34,909 -74%
GJIA
649
Glass Jacobson Investment Advisors
Maryland
$1.66M -$145K -1,062 -8%
GAA
650
Global Assets Advisory
Florida
$1.65M -$407K -2,939 -20%
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