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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 %
ACG
1001
Allen Capital Group
Nebraska
$577K -$140K -1,025 -19%
TA
1002
TrueWealth Advisors
Alabama
$577K +$8.73K +64 +2%
WMG
1003
WESCAP Management Group
California
$576K -$51K -374 -8%
PSF
1004
Pacific Sun Financial
California
$575K +$53.5K +392 +10%
VWM
1005
Valley Wealth Managers
New Jersey
$575K -$3.76M -27,591 -87%
RIA
1006
RPG Investment Advisory
California
$565K -$5.32K -39 -0.9%
RPWA
1007
Regent Peak Wealth Advisors
Georgia
$565K -$70.2K -515 -11%
FPGK
1008
Financial Partners Group (Kansas)
Kansas
$559K +$955 +7 +0.2%
SBIA
1009
Sheaff Brock Investment Advisors
Indiana
$558K +$20.7K +152 +4%
PFS
1010
Prospect Financial Services
New York
$557K +$557K +4,083 New
WCF
1011
West Coast Financial
California
$554K – – –
IFWM
1012
Institute for Wealth Management
Colorado
$548K +$136 +1 +0%
EDRH
1013
Edmond de Rothschild Holding
Switzerland
$547K -$149K -1,090 -21%
GC
1014
Gruss & Co
Florida
$546K +$546K +4,000 New
CIA
1015
Cladis Investment Advisory
Montana
$543K +$136K +1,000 +34%
UFF
1016
USA Financial Formulas
Michigan
$543K +$409K +2,997 +304%
BFS
1017
Bradley Foster & Sargent
Connecticut
$543K +$35.2K +258 +7%
MCM
1018
Manchester Capital Management
Vermont
$541K – – –
1CP
1019
17 Capital Partners
Arizona
$541K +$541K +3,966 New
PFM
1020
Peak Financial Management
Massachusetts
$541K +$75.7K +555 +16%
GWP
1021
Gateway Wealth Partners
Wisconsin
$541K -$3.68M -27,016 -87%
GWM
1022
Greenwich Wealth Management
Connecticut
$540K – – –
SC
1023
Sapient Capital
Indiana
$540K +$540K +3,956 New
APW
1024
Aurora Private Wealth
New Jersey
$539K -$3.27K -24 -0.6%
AIM
1025
Allen Investment Management
New York
$538K – – –
39 40
41
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