XLV icon

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 %
AF
826
Affiance Financial
Minnesota
$890K -$104K -760 -10%
QCM
827
Quantinno Capital Management
New York
$886K +$333K +2,440 +60%
FFA
828
Florida Financial Advisors
Florida
$885K +$885K +6,487 New
LMKC
829
L.M. Kohn & Company
Ohio
$883K -$13.6K -100 -2%
BP
830
Ballentine Partners
Massachusetts
$883K +$563K +4,127 +176%
EWA
831
EverSource Wealth Advisors
Alabama
$878K +$678K +4,975 +340%
MCCP
832
Mission Creek Capital Partners
California
$877K +$2.05K +15 +0.2%
FNBT
833
FineMark National Bank & Trust
Florida
$870K +$14.9K +109 +2%
MCA
834
Magnolia Capital Advisors
Mississippi
$869K +$192K +1,366 +28%
TC
835
TownSquare Capital
Utah
$864K -$40.6K -298 -4%
CW
836
Channel Wealth
California
$862K -$301K -2,204 -26%
OMC
837
Old Mission Capital
Illinois
$861K -$1.82M -13,373 -68%
CCM
838
Condor Capital Management
New Jersey
$861K +$2.59K +19 +0.3%
KWA
839
Kingswood Wealth Advisors
California
$859K +$77.3K +567 +10%
CIA
840
Cape Investment Advisory
Georgia
$857K -$79.2K -581 -8%
EMAM
841
Encompass More Asset Management
California
$851K +$851K +6,239 New
NF
842
Norwood Financial
Pennsylvania
$850K -$9.55K -70 -1%
PCFFS
843
Pacific Center for Financial Services
California
$849K +$273 +2 +0%
BWM
844
BNC Wealth Management
Oregon
$847K -$498K -3,654 -37%
CICC
845
Capital Investment Counsel (Colorado)
Colorado
$847K +$847K +6,210 New
WPW
846
Waldron Private Wealth
Pennsylvania
$842K -$3.77M -27,659 -82%
GFS
847
GYL Financial Synergies
Connecticut
$841K -$15.7K -115 -2%
CWC
848
Carolinas Wealth Consulting
North Carolina
$837K +$546 +4 +0.1%
BB
849
Burford Brothers
Texas
$836K +$836K +6,131 New
NAM
850
NTV Asset Management
West Virginia
$836K -$140K -1,030 -14%
32 33
34
35 36