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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 %
GI
926
GAMCO Investors
Connecticut
$682K – – –
EL
927
EMFO LLC
Florida
$682K – – –
VFA
928
Voya Financial Advisors
Connecticut
$682K -$372K -2,733 -35%
VCA
929
Verdence Capital Advisors
Maryland
$682K +$32.6K +239 +5%
SC
930
SouthState Corp
Florida
$680K – – –
BFO
931
Biltmore Family Office
North Carolina
$679K – – –
AWM
932
Able Wealth Management
New Jersey
$677K +$677K +4,963 New
AWM
933
Axxcess Wealth Management
California
$676K +$676K +4,959 New
WTG
934
West Tower Group
Virginia
$676K +$516K +3,784 +323%
PIA
935
Panoramic Investment Advisors
Colorado
$675K – – –
RFA
936
RTD Financial Advisors
Pennsylvania
$675K +$55.8K +409 +9%
UWS
937
Unique Wealth Strategies
Illinois
$675K +$675K +4,946 New
BF
938
BOK Financial
Oklahoma
$672K -$436K -3,199 -39%
CC
939
Cypress Capital
Tennessee
$668K -$397K -2,910 -37%
DIM
940
DLK Investment Management
California
$666K +$666K +4,885 New
EHC
941
Everett Harris & Co
California
$665K – – –
SFG
942
Summit Financial Group
West Virginia
$663K -$85.9K -630 -11%
MGWM
943
Marks Group Wealth Management
Minnesota
$662K +$133K +977 +25%
IAS
944
Investment Advisory Services
Texas
$661K +$112K +818 +20%
JAG
945
Journey Advisory Group
Kentucky
$659K -$257K -1,888 -28%
MA
946
MONECO Advisors
Connecticut
$657K -$57K -418 -8%
APIM
947
Agate Pass Investment Management
Washington
$656K +$18.7K +137 +3%
BWP
948
Balboa Wealth Partners
Arizona
$654K +$12.1K +89 +2%
Empower Advisory Group
949
Empower Advisory Group
Colorado
$651K +$47.7K +350 +8%
PCA
950
Providence Capital Advisors
North Carolina
$650K +$23.1K +169 +4%
36 37
38
39 40