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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 %
MIM
801
Marco Investment Management
Georgia
$947K -$13.6K -100 -1%
SF
802
Summit Financial
New Jersey
$946K +$24.7K +181 +3%
PWS
803
Private Wealth Strategies
Ohio
$945K -$33.1K -243 -3%
LCM
804
LVM Capital Management
Michigan
$944K -$75.7K -555 -7%
HFW
805
Horizon Family Wealth
Illinois
$942K -$558K -4,095 -37%
Neuberger Berman Group
806
Neuberger Berman Group
New York
$942K -$51.1K -375 -5%
HW
807
Hancock Whitney
Mississippi
$939K -$87.8K -644 -9%
CA
808
Claro Advisors
Massachusetts
$933K +$181K +1,329 +24%
UWM
809
USAdvisors Wealth Management
Minnesota
$932K -$75.7K -555 -8%
RBA
810
Richard Bernstein Advisors
New York
$931K -$186K -1,367 -17%
VWM
811
VCI Wealth Management
Missouri
$929K +$929K +6,809 New
BBHC
812
Brown Brothers Harriman & Co
New York
$928K +$387K +2,841 +72%
SLC
813
Second Line Capital
Louisiana
$928K +$928K +6,805 New
CCM
814
Cox Capital Management
Massachusetts
$923K +$923K +6,765 New
LSA
815
Lansing Street Advisors
Pennsylvania
$922K +$922K +6,761 New
TWM
816
Tradition Wealth Management
Minnesota
$920K +$125K +920 +16%
Citadel Advisors
817
Citadel Advisors
Florida
$916K -$79.7M -584,232 -99%
FFA
818
Fairfield Financial Advisors
Massachusetts
$913K +$72.2K +529 +9%
KP
819
Keel Point
Alabama
$910K +$23.2K +170 +3%
FPCP
820
Fort Point Capital Partners
California
$904K +$140K +1,027 +18%
IC
821
Inscription Capital
Texas
$904K +$298K +2,182 +49%
BCP
822
Berkeley Capital Partners
Georgia
$902K -$281K -2,058 -24%
KFGK
823
Keystone Financial Group (Kentucky)
Kentucky
$902K -$452K -3,316 -33%
CA
824
Clearstead Advisors
Ohio
$894K -$713K -5,232 -44%
AFO
825
Arrowroot Family Office
California
$891K -$21.7K -159 -2%
31 32
33
34 35