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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 %
GIM
1051
Goelzer Investment Management
Indiana
$504K -$1.36K -10 -0.3%
ACA
1052
Affinity Capital Advisors
California
$498K -$3.05M -22,364 -86%
SC
1053
Savant Capital
Illinois
$497K +$190K +1,394 +62%
VPP
1054
Vertex Planning Partners
Illinois
$497K +$53.6K +393 +12%
FHC
1055
First Heartland Consultants
Missouri
$495K +$18.7K +137 +4%
Jane Street
1056
Jane Street
New York
$495K -$62.5M -458,423 -99%
SS
1057
Sunbelt Securities
Texas
$494K +$955 +7 +0.2%
TPI
1058
Trust Point Inc
Wisconsin
$494K +$494K +3,620 New
PFA
1059
Pinnacle Family Advisors
Missouri
$492K -$268K -1,965 -35%
KFS
1060
Kaizen Financial Strategies
California
$491K -$34.1K -250 -6%
CWM
1061
Centric Wealth Management
Illinois
$490K +$490K +3,442 New
DFG
1062
Delta Financial Group
New Jersey
$490K +$19.6K +144 +4%
PCM
1063
Parsons Capital Management
Rhode Island
$487K -$3.68K -27 -0.8%
GWS
1064
Glassman Wealth Services
Virginia
$485K – – –
S
1065
SignatureFD
Georgia
$485K -$166K -1,220 -26%
WEG
1066
World Equity Group
Illinois
$484K – – –
CNC
1067
Citizens & Northern Corp
Pennsylvania
$484K +$484K +3,550 New
PVH
1068
Psagot Value Holdings
Israel
$484K -$110K -809 -19%
BLC
1069
Brown, Lisle/Cummings
Rhode Island
$481K – – –
WPC
1070
Wedmont Private Capital
Pennsylvania
$481K +$87.7K +625 +22%
MCP
1071
Mirador Capital Partners
California
$481K -$134K -984 -22%
RWM
1072
Ritholtz Wealth Management
New York
$480K -$31.9K -234 -6%
AFP
1073
Ausdal Financial Partners
Iowa
$478K -$162K -1,191 -25%
PWP
1074
Pursue Wealth Partners
California
$477K – – –
FCG
1075
Fielder Capital Group
Tennessee
$476K +$476K +3,493 New
41 42
43
44 45