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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 %
RT
651
Rockland Trust
Massachusetts
$1.63M +$883K +6,476 +118%
OIS
652
Okabena Investment Services
Minnesota
$1.63M +$1.63M +11,982 New
PWM
653
Purus Wealth Management
California
$1.62M -$16.9K -124 -1%
Northwestern Mutual Wealth Management
654
Northwestern Mutual Wealth Management
Wisconsin
$1.61M -$218K -1,598 -12%
CWI
655
Conscious Wealth Investments
Florida
$1.61M +$1.61M +11,628 New
PWP
656
Phillips Wealth Planners
Mississippi
$1.61M -$45.6K -327 -3%
PCMU
657
Paragon Capital Management (Utah)
Utah
$1.61M +$5.05K +37 +0.3%
RBFC
658
Roman Butler Fullerton & Co
Missouri
$1.6M -$23.7K -170 -1%
WBCM
659
Wilson & Boucher Capital Management
California
$1.59M +$53.9K +395 +4%
CBT
660
Central Bank & Trust
Kentucky
$1.58M +$57.4K +421 +4%
SAG
661
SageView Advisory Group
California
$1.58M -$3.46M -24,629 -69%
TI
662
tru Independence
Oregon
$1.58M -$177K -1,295 -10%
PJSIMP
663
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.57M +$6.13K +44 +0.4%
BWL
664
Bogart Wealth LLC
Virginia
$1.57M +$158K +1,156 +11%
ML
665
McAdam LLC
Pennsylvania
$1.57M -$83.3K -611 -5%
CW
666
CreativeOne Wealth
Kansas
$1.56M -$572K -4,197 -27%
VFG
667
V2 Financial group
Illinois
$1.55M -$57.6K -422 -4%
DCM
668
Donaldson Capital Management
Indiana
$1.54M +$1.16M +8,521 +304%
CWM
669
Cedar Wealth Management
California
$1.54M -$509K -3,733 -25%
PT
670
Plimoth Trust
Massachusetts
$1.54M -$72.6K -532 -5%
OCM
671
Orleans Capital Management
Louisiana
$1.53M +$880K +6,455 +135%
DI
672
Diligent Investors
California
$1.53M -$16.2K -119 -1%
BFP
673
Briaud Financial Planning
Texas
$1.51M – – –
AC
674
Abbrea Capital
California
$1.51M +$84.5K +620 +6%
OPWM
675
Oxinas Partners Wealth Management
Indiana
$1.5M -$148K -1,084 -9%
25 26
27
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