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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 %
DP
901
Dearborn Partners
Illinois
$721K +$164K +1,200 +29%
SFP
902
Strategic Financial Partners
Oregon
$720K -$3.27K -24 -0.5%
MCB
903
Morton Community Bank
Illinois
$717K +$717K +5,261 New
SPW
904
Sonoma Private Wealth
California
$710K +$63.7K +467 +10%
JCFM
905
JBR Co Financial Management
Oklahoma
$709K +$709K +5,199 New
SC
906
Saiph Capital
New Jersey
$708K +$708K +5,191 New
GFPC
907
Global Financial Private Client
Florida
$706K -$54.6K -400 -7%
PG
908
Patten Group
Tennessee
$704K -$73.5K -539 -9%
LDB
909
Lee, Danner & Bass
Tennessee
$703K – – –
ATC
910
Argent Trust Co
Tennessee
$701K – – –
SCA
911
Sage Capital Advisors
South Dakota
$700K +$63.6K +466 +10%
HWA
912
Heritage Wealth Advisors
Virginia
$699K – – –
MC
913
Montag & Caldwell
Georgia
$699K +$36.3K +266 +5%
ERWM
914
Elk River Wealth Management
Colorado
$698K – – –
ORC
915
O'Rourke & Company
Massachusetts
$698K -$17.5K -128 -2%
PI
916
PFG Investments
New York
$696K -$35.9K -263 -5%
EFG
917
Ehrlich Financial Group
California
$695K +$695K +5,094 New
EW
918
Evoke Wealth
California
$693K -$649K -4,755 -48%
KCFA
919
Key Client Fiduciary Advisors
New Jersey
$689K +$6.41K +47 +0.9%
FTA
920
Financial & Tax Architects
Missouri
$688K -$111K -816 -14%
NFSG
921
Newbridge Financial Services Group
Florida
$687K -$180K -1,318 -21%
LLWM
922
Life Line Wealth Management
California
$684K +$684K +5,018 New
CP
923
Castleview Partners
Texas
$684K -$1.36M -9,981 -67%
EFS
924
Econ Financial Services
Pennsylvania
$683K +$1.64K +12 +0.2%
MLL
925
Moody Lynn & Lieberson
Massachusetts
$683K – – –
35 36
37
38 39