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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 %
OPW
976
Oxler Private Wealth
New York
$620K +$136 +1 +0%
EWM
977
Empirical Wealth Management
Washington
$617K +$76.9K +564 +14%
KLCM
978
KG&L Capital Management
Louisiana
$617K +$1.5K +11 +0.2%
FEM
979
Fulcrum Equity Management
Texas
$611K -$296K -2,168 -33%
BWM
980
Bulltick Wealth Management
Florida
$607K -$77.1K -565 -11%
QCM
981
QRG Capital Management
Illinois
$605K +$212K +1,556 +54%
MFIM
982
Mesirow Financial Investment Management
Illinois
$604K +$604K +4,428 New
MSFS
983
Main Street Financial Solutions
Pennsylvania
$603K -$125K -913 -17%
SRC
984
Shufro Rose & Co
New York
$603K – – –
CWM
985
Chicago Wealth Management
Illinois
$601K +$273 +2 +0%
OAM
986
Occidental Asset Management
California
$598K +$120K +879 +25%
PWW
987
Pettyjohn Wood & White
Virginia
$595K +$164K +1,200 +38%
LCM
988
Lunt Capital Management
Utah
$594K +$594K +4,359 New
SC
989
Solstein Capital
California
$594K -$955 -7 -0.2%
LL
990
LPWM LLC
Minnesota
$593K +$110K +790 +23%
CNWM
991
Clay Northam Wealth Management
California
$592K +$4.91K +36 +0.8%
AWE
992
Avidian Wealth Enterprises
Texas
$591K -$439K -3,216 -43%
LWM
993
Lodestone Wealth Management
Washington
$589K -$5.73K -42 -1%
SFP
994
Shepherd Financial Partners
Massachusetts
$588K +$588K +4,312 New
AFG
995
Atomi Financial Group
New York
$588K -$765K -5,612 -57%
SHA
996
Seneca House Advisors
Virginia
$587K -$19.1K -140 -3%
CPIG
997
Chicago Partners Investment Group
Illinois
$587K +$147K +1,057 +33%
IPAM
998
Investment Partners Asset Management
New Jersey
$582K +$582K +4,267 New
MF
999
Meridian Financial
Massachusetts
$580K +$27.3K +200 +5%
KF
1000
KKM Financial
Illinois
$579K +$579K +4,242 New
38 39
40
41 42