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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.

Holders
1,634
Holders Change
+119
Holders Change %
+7.85%
% of All Funds
23.96%
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
1
Morgan Stanley
New York
$3.28B
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$385M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$171M
4
CM
4
Churchill Management
California
$294M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$951M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$3.55M
2
MMH
2
Menora Mivtachim Holdings
Israel
$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M
4
Goldman Sachs
4
Goldman Sachs
New York
$457M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$64.7M 474,285 +40,486 +9%
AM
52
AGF Management
Ontario, Canada
$62.9M 461,106 +16,802 +4%
CWM
53
Congress Wealth Management
Massachusetts
$60.1M 440,623 -10,324 -2%
STA
54
Summit Trail Advisors
New York
$59.7M 437,876 +30,876 +8%
JSAM
55
J. Safra Asset Management
New York
$57.5M 421,444 -33,728 -7%
Prudential Financial
56
Prudential Financial
New Jersey
$56.2M 412,145 +206,729 +101%
CI
57
Clal Insurance
Israel
$55.9M 410,000 -30,000 -7%
VMPIC
58
Varma Mutual Pension Insurance Co
Finland
$55.4M 406,000 +406,000 New
CAN
59
Cetera Advisor Networks
California
$51M 373,759 +5,312 +1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$50.7M 371,390 -22,617 -6%
MMA
61
Miracle Mile Advisors
California
$50.6M 370,960 +360,329 +3,389%
EWA
62
EP Wealth Advisors
California
$49.1M 360,380 +11,137 +3%
PAG
63
Private Advisor Group
New Jersey
$48.7M 357,362 -24,908 -7%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$48.1M 352,461 -6,424 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$47.9M 351,199 -9,578 -3%
TLIC
66
Taiyo Life Insurance Company
Japan
$47.3M 346,500 – –
MTWSIF
67
Mivtachim The Workers Social Insurance Fund
Israel
$44.9M 329,300 -230,745 -41%
Marshall Wace
68
Marshall Wace
United Kingdom
$44.5M 326,655 -134,607 -29%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$44.3M 324,986 -119,844 -27%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$43.8M 321,456 -19,898 -6%
Barclays
71
Barclays
United Kingdom
$43.4M 317,892 -545,151 -63%
KIA
72
KCM Investment Advisors
California
$43.1M 315,992 -8,112 -3%
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$42M 308,105 +9,630 +3%
QWP
74
Quotient Wealth Partners
Texas
$39.6M 290,034 +290,034 New
TAS
75
TIFF Advisory Services
Pennsylvania
$39.1M 286,581 +242,229 +546%
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