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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 %
FCBT
951
First Citizens Bank & Trust
North Carolina
$647K +$647K +4,743 New
CWM
952
Collaborative Wealth Management
Florida
$642K -$15.8K -116 -2%
WTC
953
WhitTier Trust Company
Nevada
$642K +$283K +2,078 +79%
BIA
954
Benchmark Investment Advisors
Illinois
$642K +$30.8K +226 +5%
CMI
955
Clare Market Investments
Texas
$642K -$50.7K -372 -7%
AT
956
Arlington Trust
Alabama
$640K – – –
AP
957
Arlington Partners
Alabama
$640K – – –
CWM
958
Castle Wealth Management
Florida
$640K +$333K +2,439 +108%
SFC
959
Strategic Financial Concepts
Texas
$640K -$772K -5,664 -55%
GJWM
960
Gilliland Jeter Wealth Management
Arkansas
$639K +$639K +4,687 New
FI
961
Financial Insights
Washington
$638K -$8.18K -60 -1%
NCM
962
Noesis Capital Mangement
Florida
$637K – – –
PCS
963
Private Client Services
Kentucky
$637K +$637K +4,671 New
GEA
964
Glen Eagle Advisors
New Jersey
$637K -$3.14K -23 -0.5%
SAF
965
Smith Anglin Financial
Texas
$634K +$37.2K +273 +6%
GAG
966
Goodman Advisory Group
Massachusetts
$633K +$376K +2,756 +146%
WAS
967
Wealth Advisory Solutions
Indiana
$631K -$664K -4,866 -51%
PCMF
968
Private Capital Management (Florida)
Florida
$630K -$9K -66 -1%
CCM
969
Chilton Capital Management
Texas
$630K -$89.2K -654 -12%
SAM
970
Sequent Asset Management
Texas
$630K -$6.82K -50 -1%
BPFA
971
Barnes Pettey Financial Advisors
Mississippi
$629K +$56.3K +413 +10%
CMANY
972
Capital Management Associates (New York)
New York
$627K – – –
MWA
973
Meridian Wealth Advisors
Texas
$624K – – –
AC
974
Avestar Capital
New York
$622K +$183K +1,340 +42%
IP
975
Intellectus Partners
California
$621K +$409 +3 +0.1%
37 38
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