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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 %
FFWM
676
Future Financial Wealth Management
Ohio
$1.5M +$11.9K +87 +0.8%
JPLA
677
Joseph P. Lucia & Associates
New York
$1.48M +$347K +2,542 +30%
CCMW
678
Cypress Capital Management (Wyoming)
Wyoming
$1.48M -$201K -1,477 -12%
Vontobel Holding
679
Vontobel Holding
Switzerland
$1.48M -$522K -3,826 -26%
SLFPAM
680
St. Louis Financial Planners Asset Management
Missouri
$1.48M +$1.48M +10,822 New
HWA
681
Hillcrest Wealth Advisors
New Jersey
$1.46M -$136K -1,000 -9%
OCM
682
Objective Capital Management
Ohio
$1.46M -$129K -943 -8%
EWA
683
Exencial Wealth Advisors
Oklahoma
$1.45M -$32.6K -239 -2%
PWA
684
Primoris Wealth Advisors
Florida
$1.44M -$76.4K -560 -5%
AllianceBernstein
685
AllianceBernstein
Tennessee
$1.43M +$145K +1,062 +11%
MAG
686
M3 Advisory Group
Massachusetts
$1.43M +$1.43M +10,470 New
CWA
687
Clarus Wealth Advisors
Arizona
$1.41M +$1.41M +10,150 New
GFA
688
Gallagher Fiduciary Advisors
Illinois
$1.41M -$28K -205 -2%
GCA
689
Greenwood Capital Associates
South Carolina
$1.41M +$227K +1,668 +19%
GPFA
690
Game Plan Financial Advisors
Ohio
$1.4M +$1.4M +10,266 New
HCMT
691
Highland Capital Management (Tennessee)
Tennessee
$1.4M – – –
CWM
692
Cornerstone Wealth Management
Missouri
$1.4M -$238K -1,746 -15%
FGA
693
Fortis Group Advisors
New Jersey
$1.38M +$16.1K +124 +1%
TNB
694
Thomasville National Bank
Georgia
$1.38M -$33.7K -247 -2%
LI
695
LMCG Investments
Massachusetts
$1.38M +$8.59K +63 +0.6%
CWM
696
Chemistry Wealth Management
New York
$1.38M +$41.5K +304 +3%
CTA
697
Camelot Technology Advisors
California
$1.37M +$1.37M +10,076 New
HH
698
Hilltop Holdings
Texas
$1.37M -$638K -4,677 -32%
IAS
699
Insigneo Advisory Services
Florida
$1.37M +$104K +763 +8%
TRCT
700
Tower Research Capital (TRC)
New York
$1.36M -$4.19M -30,689 -75%
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