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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 %
ICP
776
Interchange Capital Partners
Pennsylvania
$1.07M -$17.8K -131 -2%
HCM
777
Hollencrest Capital Management
California
$1.06M +$866K +6,346 +454%
MC
778
Moors & Cabot
Massachusetts
$1.05M +$168K +1,230 +19%
LPAM
779
Lodestar Private Asset Management
California
$1.05M +$85.5K +627 +9%
ACA
780
Aptus Capital Advisors
Alabama
$1.03M -$392K -2,876 -28%
WC
781
Waterloo Capital
Texas
$1.02M +$218K +1,602 +27%
SFA
782
Source Financial Advisors
New York
$1.02M -$17.7K -130 -2%
PA
783
Parallel Advisors
California
$1.01M -$252K -1,849 -20%
AWM
784
Aberdeen Wealth Management
Illinois
$1.01M – – –
MFG
785
Midwest Financial Group
Kansas
$1M -$13.6K -100 -1%
SC
786
Sierra Capital
Florida
$1M – – –
Deutsche Bank
787
Deutsche Bank
Germany
$999K -$13.5K -99 -1%
ZF
788
Zega Financial
Florida
$998K +$998K +7,314 New
FFWA
789
FRG Family Wealth Advisors
Washington
$996K +$996K +7,300 New
SW
790
SVB Wealth
Massachusetts
$986K -$175K -1,284 -15%
CIM
791
Contravisory Investment Management
Massachusetts
$985K +$27.7K +203 +3%
PFP
792
Pinnacle Financial Partners
Tennessee
$972K -$57.8K -424 -6%
WB
793
WesBanco Bank
West Virginia
$963K -$1.34M -9,794 -58%
CAWM
794
Capital Advisors Wealth Management
Washington
$962K -$22.8K -167 -2%
HWA
795
Heartwood Wealth Advisors
Virginia
$962K -$1.64K -12 -0.2%
PCS
796
Personal CFO Solutions
New Jersey
$958K +$958K +7,026 New
RBC
797
Roble Belko & Company
Pennsylvania
$957K -$12.3K -90 -1%
BAWM
798
Bennett Associates Wealth Management
Pennsylvania
$952K +$952K +6,981 New
LIG
799
Lokken Investment Group
Delaware
$950K +$114K +836 +14%
AP
800
Appleton Partners
Massachusetts
$948K -$104K -763 -10%
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