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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 %
FA
1151
Fortis Advisors
Pennsylvania
$382K +$15.7K +115 +4%
FFM
1152
Forum Financial Management
Illinois
$382K -$22.4K -164 -6%
ACM
1153
Avalon Capital Management
California
$382K -$57.8K -424 -13%
SWM
1154
Scissortail Wealth Management
Oklahoma
$382K +$382K +2,721 New
BC
1155
Belmont Capital
California
$381K +$368K +2,700 +2,784%
LA
1156
LexAurum Advisors
Kansas
$381K -$12.1K -89 -3%
CAL
1157
Capital Advisors Ltd
Ohio
$380K – – –
KTM
1158
Keeler Thomas Management
Utah
$380K -$189K -1,389 -33%
CWM
1159
Calamos Wealth Management
Illinois
$379K – – –
FPB
1160
First PREMIER Bank
South Dakota
$377K – – –
JWBC
1161
J.W. Burns & Co
New York
$377K +$31.4K +230 +9%
CFO
1162
CVA Family Office
Colorado
$376K – – –
MCA
1163
MSH Capital Advisors
Arizona
$376K -$290K -2,125 -44%
AWA
1164
Alta Wealth Advisors
Massachusetts
$375K -$258K -1,889 -41%
TPSF
1165
Texas Permanent School Fund
Texas
$373K – – –
PTP
1166
Platform Technology Partners
New York
$373K +$86.1K +597 +30%
TCOO
1167
Trust Company of Oklahoma
Oklahoma
$372K +$13.6K +100 +4%
PFP
1168
Paragon Financial Partners
California
$371K +$409 +3 +0.1%
JSL
1169
JT Stratford LLC
Georgia
$371K +$10.2K +75 +3%
VCM
1170
Vivaldi Capital Management
Illinois
$369K +$52.4K +367 +17%
CAG
1171
Curtis Advisory Group
California
$367K +$60.3K +442 +20%
BBWP
1172
Beacon Bridge Wealth Partners
Pennsylvania
$366K +$366K +2,687 New
SWM
1173
SeaCrest Wealth Management
New York
$366K -$1.81K -13 -0.5%
NCM
1174
NCM Capital Management
New Jersey
$366K +$23.7K +174 +7%
PFSC
1175
Peoples Financial Services Corp
Pennsylvania
$365K -$51.3K -376 -12%
45 46
47
48 49