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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 %
SIM
1101
Sterling Investment Management
Arizona
$443K -$135K -990 -23%
HCM
1102
Highview Capital Management
Illinois
$440K -$38.6K -283 -8%
JSC
1103
Jackson Square Capital
California
$440K -$4.64K -34 -1%
AGA
1104
Arkos Global Advisors
Texas
$438K -$3.28K -24 -0.7%
CM
1105
Columbus Macro
Pennsylvania
$436K -$19.5K -143 -4%
NCM
1106
Novare Capital Management
North Carolina
$434K +$52.5K +385 +14%
GC
1107
Gratus Capital
Georgia
$433K -$79K -579 -15%
BOH
1108
Bank of Hawaii
Hawaii
$433K – – –
WA
1109
Wealth Alliance
New York
$430K +$430K +3,156 New
BBPWM
1110
Blue Bell Private Wealth Management
Pennsylvania
$429K +$92.6K +679 +27%
FT
1111
Fiduciary Trust
Massachusetts
$428K +$3.82K +28 +0.9%
RSA
1112
River Street Advisors
Illinois
$427K – – –
ECM
1113
Exchange Capital Management
Michigan
$426K -$25.5K -187 -6%
E
1114
ETFidea
New York
$425K +$425K +3,117 New
DP
1115
DDD Partners
Washington
$425K -$37.4K -274 -8%
CAL
1116
Capital Analysts LLC
Pennsylvania
$421K +$200K +1,470 +91%
SSWG
1117
Seven Springs Wealth Group
Tennessee
$417K -$7.23K -53 -2%
KWM
1118
Kaydan Wealth Management
Michigan
$417K -$85.5K -627 -17%
PA
1119
Parkside Advisors
California
$417K – – –
CA
1120
Carson Advisory
Georgia
$417K +$545 +4 +0.1%
JC
1121
JB Capital
Connecticut
$414K +$414K +3,039 New
FM
1122
Family Management
New York
$414K – – –
IW
1123
Imprint Wealth
South Carolina
$412K +$33.6K +244 +9%
CCM
1124
Coldstream Capital Management
Washington
$410K +$124K +907 +43%
BFPW
1125
BOK Financial Private Wealth
Colorado
$407K – – –
43 44
45
46 47