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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 %
PIA
726
Perennial Investment Advisors
California
$1.25M -$597K -4,374 -32%
TCA
727
Trifecta Capital Advisors
Illinois
$1.25M +$14.9K +109 +1%
AF
728
Apollon Financial
South Carolina
$1.24M +$1.24M +9,102 New
AFM
729
Abbot Financial Management
Massachusetts
$1.24M -$5.46K -40 -0.4%
ACM
730
AlphaStar Capital Management
North Carolina
$1.24M +$1.24M +4,539 New
ZIMP
731
Zimmermann Investment Management & Planning
Pennsylvania
$1.22M -$278K -2,041 -19%
ARG
732
Advisory Resource Group
Oklahoma
$1.21M +$71.1K +521 +6%
UB
733
UMB Bank
Missouri
$1.21M +$41.3K +303 +4%
RCA
734
Ranch Capital Advisors
Florida
$1.21M +$678K +4,974 +128%
FC
735
Fulcrum Capital
Washington
$1.19M – – –
CCG
736
Chatham Capital Group
Georgia
$1.19M – – –
DP
737
Denver PWM
Colorado
$1.18M +$1.18M +300,436 New
MGIA
738
Moneta Group Investment Advisors
Missouri
$1.18M -$45.7K -335 -4%
B
739
Bailard
California
$1.18M +$191K +1,402 +19%
HFS
740
Horizon Financial Services
North Carolina
$1.18M -$30.7K -225 -3%
FCP
741
Fidelis Capital Partners
Florida
$1.18M -$564K -4,137 -32%
AMG
742
Advisors Management Group
Wisconsin
$1.18M -$9.55K -70 -0.8%
PMEF
743
Point72 Middle East FZE
United Arab Emirates
$1.17M -$1.52M -11,113 -56%
SCM
744
SOL Capital Management
Maryland
$1.17M – – –
FNT
745
First National Trust
Pennsylvania
$1.17M +$34.6K +254 +3%
FP
746
Fiduciary Planning
Florida
$1.17M +$832K +6,098 +249%
CWP
747
Curated Wealth Partners
California
$1.16M – – –
GLA
748
Good Life Advisors
Pennsylvania
$1.16M -$24K -176 -2%
MA
749
Mezzasalma Advisors
New Jersey
$1.16M -$69.4K -509 -6%
LA
750
Legacy Advisors
Pennsylvania
$1.16M +$5.18K +38 +0.4%
28 29
30
31 32