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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 %
KIG
1176
Kowal Investment Group
Wisconsin
$363K -$16.6K -122 -4%
WJWM
1177
Williams Jones Wealth Management
New York
$362K -$27.3K -200 -7%
LWA
1178
Lowe Wealth Advisors
Maryland
$362K -$58K -425 -14%
FBB
1179
Fulton Breakefield Broenniman
Maryland
$362K -$4.36K -32 -1%
CHC
1180
City Holding Co
West Virginia
$361K +$6.14K +45 +2%
KW
1181
KWB Wealth
California
$358K +$358K +2,626 New
1WM
1182
1900 Wealth Management
Texas
$355K +$682 +5 +0.2%
CWP
1183
Core Wealth Partners
California
$355K +$1.09K +8 +0.3%
MWA
1184
Midland Wealth Advisors
Illinois
$353K +$353K +2,585 New
SXL
1185
Summit X LLC
Missouri
$352K +$14.2K +104 +4%
SL
1186
SWMG LLC
Texas
$352K -$710K -5,208 -67%
NC
1187
NovaPoint Capital
Georgia
$351K -$455K -3,336 -56%
AWM
1188
Aprio Wealth Management
Georgia
$349K +$349K +2,556 New
CFG
1189
Carr Financial Group
Massachusetts
$347K – – –
WE
1190
Wealth Effects
Massachusetts
$347K +$347K +2,542 New
EAM
1191
Empirical Asset Management
Massachusetts
$346K +$346K +2,534 New
CC
1192
Chicago Capital
Illinois
$344K +$344K +2,525 New
CAM
1193
CenterStar Asset Management
Illinois
$343K +$343K +2,512 New
BFG
1194
Berger Financial Group
Minnesota
$341K +$341K +2,504 New
PBK
1195
Peoples Bank (Kansas)
Kansas
$339K +$68.9K +505 +25%
RMAM
1196
Raab & Moskowitz Asset Management
New Jersey
$339K +$57K +418 +20%
EFMC
1197
Empire Financial Management Company
New York
$339K -$17.7K -130 -5%
FFG
1198
Fortem Financial Group
California
$335K -$15K -110 -4%
PWG
1199
Private Wealth Group
Florida
$335K – – –
AA
1200
Addison Advisors
Vermont
$334K -$12.5K -92 -4%
46 47
48
49 50