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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 %
HI
701
Hudock Inc
Pennsylvania
$1.36M +$206K +1,510 +18%
PWM
702
Palumbo Wealth Management
New York
$1.35M +$1.36K +10 +0.1%
RFWA
703
RPg Family Wealth Advisory
Massachusetts
$1.34M +$65.3K +479 +5%
SCM
704
Sage Capital Management
New Jersey
$1.34M +$1.34M +9,830 New
SW
705
Simplicity Wealth
New Jersey
$1.34M +$1.1M +8,094 +467%
OIA
706
OneDigital Investment Advisors
Kansas
$1.33M -$221K -1,620 -14%
CGH
707
CMG Global Holdings
Texas
$1.33M -$15.4K -106 -1%
T
708
Tidemark
California
$1.33M +$1.33M +9,722 New
PVI
709
Pine Valley Investments
New Jersey
$1.32M -$459K -3,366 -26%
BA
710
Birinyi Associates
Connecticut
$1.32M -$67.8K -497 -5%
CWM
711
Cranbrook Wealth Management
Michigan
$1.32M +$10.1K +74 +0.8%
AWA
712
Arkadios Wealth Advisors
Georgia
$1.31M -$50.7K -372 -4%
PTC
713
Private Trust Company
Ohio
$1.3M -$56.5K -414 -4%
CFB
714
Cullen/Frost Bankers
Texas
$1.3M -$135K -992 -9%
BI
715
Bramshill Investments
Florida
$1.3M – – –
APW
716
Acima Private Wealth
Virginia
$1.3M – – –
SW
717
SMART Wealth
Nebraska
$1.3M -$61.1K -448 -4%
NB
718
NBT Bank
New York
$1.3M +$113K +828 +10%
CC
719
Cornerstone Capital
California
$1.29M +$1.29M +9,473 New
ISL
720
Ingalls & Snyder LLC
New York
$1.29M -$36.2K -265 -3%
AF
721
Arrow Financial
New York
$1.28M -$53.3K -391 -4%
WCM
722
Windham Capital Management
Massachusetts
$1.27M – – –
BCA
723
Bay Colony Advisors
Massachusetts
$1.27M +$472K +3,459 +59%
RFN
724
Redwood Financial Network
Ohio
$1.26M -$71.5K -524 -5%
JCM
725
Janney Capital Management
Pennsylvania
$1.25M -$172K -1,264 -12%
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