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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 %
RCS
851
Retirement Capital Strategies
California
$836K -$24.8K -182 -3%
HIA
852
Harbor Investment Advisory
Maryland
$832K -$144K -1,055 -15%
Franklin Resources
853
Franklin Resources
California
$828K -$26.3K -193 -3%
ACM
854
Arlington Capital Management
Illinois
$825K +$825K +6,052 New
PWM
855
Peterson Wealth Management
Nevada
$824K -$338K -2,481 -29%
Mackenzie Financial
856
Mackenzie Financial
Ontario, Canada
$817K -$1.91M -14,041 -70%
AWM
857
Aries Wealth Management
Maine
$812K -$46.8K -343 -5%
WPP
858
Whalerock Point Partners
Rhode Island
$809K -$68.9K -505 -8%
RF
859
Rollins Financial
Georgia
$809K +$80.9K +593 +11%
RFA
860
Rollins Financial Advisors
New York
$809K +$809K +5,929 New
MWAM
861
Manhattan West Asset Management
California
$808K -$62.6K -459 -7%
VI
862
VanderPol Investments
Michigan
$808K +$808K +5,927 New
CCB
863
Country Club Bank
Missouri
$807K -$39.9K -293 -5%
UF
864
Univest Financial
Pennsylvania
$804K +$804K +5,892 New
SYBT
865
Stock Yards Bank & Trust
Kentucky
$802K +$6.68K +49 +0.8%
KPWG
866
KFA Private Wealth Group
Virginia
$800K +$101K +744 +15%
LJAC
867
L.J. Altfest & Co
New York
$795K -$76.7K -563 -9%
CPA
868
Court Place Advisors
Maryland
$794K -$34K -249 -4%
QPWM
869
Quadrant Private Wealth Management
Pennsylvania
$793K +$327K +2,396 +70%
IA
870
Insight Advisors
Pennsylvania
$790K -$82.5K -605 -9%
FAM
871
Family Asset Management
South Carolina
$785K -$22.5K -165 -3%
MWM
872
Massachusetts Wealth Management
Massachusetts
$783K +$519K +3,805 +196%
BSW
873
Buckingham Strategic Wealth
Missouri
$782K +$203K +1,491 +35%
BFA
874
Beaumont Financial Advisors
Massachusetts
$778K +$15.8K +116 +2%
PCM
875
Prana Capital Management
Connecticut
$771K +$771K +5,652 New
33 34
35
36 37