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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 %
WA
1126
Waverly Advisors
Alabama
$407K -$27.1K -199 -6%
GHAM
1127
Gilman Hill Asset Management
Connecticut
$407K +$60.7K +445 +18%
CS
1128
Cannell & Spears
New York
$407K – – –
SSWM
1129
Sheets Smith Wealth Management
North Carolina
$406K -$75.6K -554 -16%
CL
1130
Choreo LLC
Illinois
$406K +$30.4K +223 +8%
BHA
1131
Beech Hill Advisors
New York
$405K +$405K +2,966 New
EPM
1132
Elm Partners Management
Pennsylvania
$404K +$24K +176 +6%
FAB
1133
First American Bank
Illinois
$399K +$399K +2,928 New
AFAS
1134
Acorn Financial Advisory Services
Virginia
$398K +$1.1K +8 +0.3%
CFD
1135
Creative Financial Designs
Indiana
$396K -$59.6K -437 -13%
CWA
1136
Continuum Wealth Advisors
New York
$395K -$51.1K -375 -11%
RFN
1137
RDA Financial Network
Iowa
$395K +$7.5K +55 +2%
VFA
1138
Valeo Financial Advisors
Indiana
$394K +$162K +1,188 +70%
SIC
1139
Sigma Investment Counselors
Michigan
$393K -$76.1K -558 -16%
RZH
1140
Relyea Zuckerberg Hanson
Connecticut
$392K – – –
TCPG
1141
Trivant Custom Portfolio Group
California
$392K +$351K +2,575 +858%
CTA
1142
Colonial Trust Advisors
South Carolina
$392K +$28.1K +206 +8%
CFCI
1143
Comprehensive Financial Consultants Institutional
Indiana
$392K +$19.8K +145 +5%
CLOS
1144
Compagnie Lombard Odier SCmA
Switzerland
$391K +$218K +1,600 +126%
3F
1145
360 Financial
Minnesota
$390K +$390K +2,859 New
BTWM
1146
Baker Tilly Wealth Management
Wisconsin
$389K -$36.1K -265 -9%
T
1147
TNF
Montana
$388K -$19.8K -141 -5%
FLPIM
1148
F.L. Putnam Investment Management
Massachusetts
$386K -$455K -3,339 -54%
PWP
1149
Private Wealth Partners
California
$385K +$110K +805 +40%
MWM
1150
Modera Wealth Management
New Jersey
$385K -$116K -847 -23%
44 45
46
47 48