XLV icon

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 %
MWM
1026
MGB Wealth Management
Texas
$537K +$537K +3,935 New
JIP
1027
Jaffetilchin Investment Partners
Florida
$536K +$15K +110 +3%
FMWA
1028
Forvis Mazars Wealth Advisors
Missouri
$535K -$51.1K -375 -9%
HSA
1029
HBK Sorce Advisory
Pennsylvania
$535K +$62.6K +459 +13%
P
1030
Pitcairn
Pennsylvania
$535K – – –
PFA
1031
Pure Financial Advisors
California
$533K -$19.6K -144 -4%
SW
1032
SkyOak Wealth
Michigan
$533K – – –
WIA
1033
Westbourne Investment Advisors
Maryland
$533K +$12.1K +89 +2%
OC
1034
Opinicus Capital
Florida
$532K +$532K +3,900 New
BFW
1035
Brady Family Wealth
Missouri
$532K +$532K +3,899 New
AWA
1036
Amplius Wealth Advisors
Pennsylvania
$528K -$520K -3,812 -50%
LA
1037
Lynch & Associates
Indiana
$528K – – –
PWMAG
1038
Pinnacle Wealth Management Advisory Group
New Jersey
$525K +$116K +848 +28%
CDH
1039
Charles D. Hyman
$523K – – –
OBWG
1040
Onyx Bridge Wealth Group
New York
$522K -$33.8K -248 -6%
FCA
1041
FLC Capital Advisors
California
$518K – – –
ERIM
1042
Eagle Ridge Investment Management
Connecticut
$516K -$9.41K -69 -2%
RFA
1043
Resurgent Financial Advisors
Georgia
$515K -$161K -1,183 -24%
CB
1044
Community Bank
New York
$514K +$42.4K +311 +9%
SAW
1045
Signal Advisors Wealth
Michigan
$511K +$511K +3,744 New
UFA
1046
US Financial Advisors
Massachusetts
$509K +$34.1K +250 +7%
WIA
1047
Wetzel Investment Advisors
Indiana
$507K +$507K +3,715 New
FFA
1048
Farther Finance Advisors
California
$507K +$198K +1,454 +64%
EWM
1049
Executive Wealth Management
Michigan
$506K -$183K -1,344 -27%
UOTTAIMCU
1050
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$504K +$25.9K +190 +5%
40 41
42
43 44