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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 %
GFG
876
Greystone Financial Group
Michigan
$770K +$289K +2,122 +60%
VWA
877
Visionary Wealth Advisors
Illinois
$769K -$252K -1,845 -25%
FCH
878
Freestone Capital Holdings
Washington
$769K +$769K +5,636 New
TSWM
879
Tyler-Stone Wealth Management
Ohio
$765K +$10.5K +77 +1%
PCA
880
Prosperity Capital Advisors
Ohio
$764K +$57K +418 +8%
TCWA
881
Turtle Creek Wealth Advisors
Texas
$764K +$764K +5,605 New
JEST
882
JTC Employer Solutions Trustee
Jersey
$762K – – –
AWA
883
Arete Wealth Advisors
Illinois
$759K +$759K +5,563 New
AIA
884
Ally Invest Advisors
North Carolina
$758K +$92.3K +677 +14%
CCWM
885
Cassaday & Co Wealth Management
Virginia
$758K +$75.8K +556 +11%
BSHC
886
Breed's Hill Capital
Massachusetts
$756K +$756K +5,542 New
SAM
887
Smartleaf Asset Management
Massachusetts
$755K +$755K +5,541 New
MA
888
MKT Advisors
California
$754K +$11.1K +80 +1%
SSG
889
Summit Securities Group
New York
$750K +$737K +5,402 +5,512%
CG
890
Corundum Group
Colorado
$744K +$744K +5,458 New
SWM
891
Segment Wealth Management
Texas
$744K +$744K +5,455 New
SP
892
Stonebrook Private
Michigan
$739K +$739K +5,421 New
NWA
893
Navis Wealth Advisors
New York
$734K +$3.27K +24 +0.4%
ACS
894
Archford Capital Strategies
Illinois
$732K -$4.91K -36 -0.7%
BCV
895
Banque Cantonale Vaudoise
Switzerland
$731K -$124K -912 -15%
BZWA
896
Blue Zone Wealth Advisors
California
$729K +$136 +1 +0%
TWA
897
Talisman Wealth Advisors
New Jersey
$723K +$65.7K +482 +10%
Bank Julius Baer & Co
898
Bank Julius Baer & Co
Switzerland
$723K -$8.87K -65 -1%
CTC
899
Central Trust Company
Missouri
$722K -$13K -95 -2%
TFP
900
Traction Financial Partners
Wyoming
$722K +$722K +5,293 New
34 35
36
37 38