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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 %
DWP
1226
Destiny Wealth Partners
Florida
$310K – – –
FTWA
1227
Fifth Third Wealth Advisors
Ohio
$309K – – –
SEP
1228
Southland Equity Partners
Missouri
$309K +$955 +7 +0.3%
VWM
1229
Vigilare Wealth Management
Arizona
$308K -$304K -2,232 -50%
DA
1230
Doliver Advisors
Texas
$306K +$306K +2,245 New
CRC
1231
Curi RMB Capital
Illinois
$306K +$7.5K +55 +3%
FCA
1232
Fortis Capital Advisors
Kansas
$305K +$305K +2,238 New
AIM
1233
Aspen Investment Management
Michigan
$305K -$517K -3,797 -63%
R
1234
Rebalance
California
$303K +$303K +2,222 New
KFI
1235
Key Financial Inc
Pennsylvania
$302K +$41.9K +307 +16%
CWG
1236
Crown Wealth Group
North Carolina
$300K -$134K -986 -31%
RIA
1237
Richwood Investment Advisors
Ohio
$299K – – –
SPWG
1238
Sage Private Wealth Group
Illinois
$299K -$130K -955 -30%
CKAIS
1239
Christensen King & Associates Investment Services
Washington
$298K +$298K +2,187 New
SFG
1240
SNS Financial Group
Minnesota
$297K -$19.8K -145 -6%
SAM
1241
Secure Asset Management
Michigan
$293K -$28.1K -206 -9%
HR
1242
Howe & Rusling
New York
$292K +$95.5K +700 +49%
WCM
1243
Whitener Capital Management
North Carolina
$291K +$53.6K +393 +23%
FA
1244
Flagstar Advisors
New York
$291K -$102K -745 -26%
ACP
1245
Aviance Capital Partners
Florida
$291K -$4.91K -36 -2%
PWM
1246
Penobscot Wealth Management
Maine
$291K +$291K +2,135 New
SAM
1247
Seelaus Asset Management
New Jersey
$291K -$18.4K -135 -6%
HCP
1248
Hexagon Capital Partners
Arkansas
$291K -$33.7K -247 -10%
ACP
1249
Aveo Capital Partners
Colorado
$290K -$597K -4,376 -67%
MPWT
1250
MassMutual Private Wealth & Trust
Connecticut
$290K +$59.2K +434 +26%
48 49
50
51 52