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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
23.96%
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 %
CWM
1201
C2C Wealth Management
Arizona
$332K -$68.3K -501 -17%
ICM
1202
Intrepid Capital Management
Florida
$331K – – –
SWM
1203
Silverlake Wealth Management
Vermont
$330K -$6K -44 -2%
NRG
1204
Nemes Rush Group
Michigan
$330K +$99.7K +731 +43%
Simplex Trading
1205
Simplex Trading
Illinois
$329K +$329K +2,415 New
RW
1206
REDW Wealth
New Mexico
$329K +$56.9K +417 +21%
KBFS
1207
Kohmann Bosshard Financial Services
Ohio
$327K – – –
PP
1208
Prudential plc
United Kingdom
$327K -$269K -1,976 -45%
BWA
1209
BlueSky Wealth Advisors
North Carolina
$326K – – –
WAM
1210
Wallington Asset Management
Indiana
$326K -$6.82K -50 -2%
CAM
1211
Cozad Asset Management
Illinois
$326K -$61.6K -452 -16%
EFG
1212
Ethos Financial Group
Pennsylvania
$321K – – –
CCM
1213
Carlson Capital Management
Minnesota
$319K +$319K +2,342 New
TAM
1214
Titleist Asset Management
Texas
$319K +$273 +2 +0.1%
KIA
1215
Kraematon Investment Advisors
Massachusetts
$319K -$62.9K -461 -16%
BWM
1216
BKM Wealth Management
Wisconsin
$318K +$318K +2,333 New
IWA
1217
Icon Wealth Advisors
Texas
$318K +$318K +2,333 New
Betterment LLC
1218
Betterment LLC
New York
$317K -$34.8K -255 -10%
FB
1219
Fulton Bank
Pennsylvania
$316K – – –
SDAM
1220
Shulman DeMeo Asset Management
New York
$314K +$78.1K +573 +33%
AWM
1221
Arista Wealth Management
Nevada
$314K – – –
SWA
1222
Strategies Wealth Advisors
Michigan
$313K +$10.2K +75 +3%
WAM
1223
WealthTrust Asset Management
Florida
$311K -$28.6K -210 -8%
PWP
1224
Precedent Wealth Partners
Texas
$311K +$311K +2,277 New
FA
1225
Fountainhead AM
New Jersey
$310K +$19.4K +142 +7%
47 48
49
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