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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 %
BA
751
Bristlecone Advisors
Washington
$1.15M -$60.6K -444 -5%
SOS
752
Silver Oak Securities
Tennessee
$1.14M +$834K +6,117 +269%
CPRC
753
Consolidated Portfolio Review Corp
New York
$1.14M -$176K -1,287 -13%
MCCA
754
Mill Creek Capital Advisors
Pennsylvania
$1.14M +$27.3K +200 +2%
RWP
755
RWA Wealth Partners
Massachusetts
$1.14M +$152K +1,114 +15%
SEA
756
Stegent Equity Advisors
Texas
$1.13M +$24.8K +182 +2%
Lazard Asset Management
757
Lazard Asset Management
New York
$1.13M -$2.48M -18,154 -69%
SMC
758
Smith, Moore & Co
Missouri
$1.13M +$91.8K +673 +9%
RC
759
Rovin Capital
Arizona
$1.12M -$33.7K -247 -3%
LNB
760
Ledyard National Bank
$1.11M -$21.8K -160 -2%
NS
761
NBC Securities
Alabama
$1.11M -$48.9K -359 -4%
LC
762
LCNB Corp
Ohio
$1.11M – – –
LIA
763
LBMC Investment Advisors
Tennessee
$1.11M -$800K -5,866 -42%
BJL
764
Brighton Jones LLC
Washington
$1.11M +$154K +1,128 +16%
NCM
765
Narwhal Capital Management
Georgia
$1.1M – – –
WWM
766
Waterway Wealth Management
Texas
$1.1M +$1.1M +8,089 New
Jones Financial Companies
767
Jones Financial Companies
Missouri
$1.1M +$541K +3,967 +97%
RG
768
Rathbones Group
United Kingdom
$1.1M – – –
NFP
769
Narus Financial Partners
Utah
$1.1M -$269K -1,973 -20%
FIBT
770
First International Bank & Trust
North Dakota
$1.09M -$44.5K -326 -4%
FCA
771
FinTrust Capital Advisors
South Carolina
$1.08M +$4.36K +32 +0.4%
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08M +$651K +4,770 +151%
OSAM
773
O'Shaughnessy Asset Management
Connecticut
$1.08M -$96K -704 -8%
SSWM
774
Smith Salley Wealth Management
North Carolina
$1.08M – – –
EGA
775
E&G Advisors
Texas
$1.07M +$13.6K +100 +1%
29 30
31
32 33