XLV icon

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 %
PCMC
1251
Paragon Capital Management (Colorado)
Colorado
$290K – – –
AWCI
1252
Alpine Woods Capital Investors
New York
$289K – – –
LFG
1253
Larson Financial Group
Missouri
$288K +$76.9K +564 +36%
PIMG
1254
Patriot Investment Management Group
Tennessee
$287K +$63.4K +465 +28%
COCM
1255
Charter Oak Capital Management
New Hampshire
$287K -$153K -1,124 -35%
PMSA
1256
Patrick M. Sweeney & Associates
Illinois
$287K +$287K +2,105 New
DI
1257
DAGCO Inc
Ohio
$285K +$285K +2,093 New
DWS
1258
Dynamic Wealth Strategies
California
$285K +$285K +2,093 New
RBC
1259
Romano Brothers & Co
Illinois
$285K -$30.5K -224 -10%
PG
1260
Prostatis Group
Maryland
$285K -$153K -1,155 -35%
SCP
1261
Sandhill Capital Partners
New York
$284K -$1.36K -10 -0.5%
HH
1262
HWG Holdings
Texas
$282K – – –
SFB
1263
STAR Financial Bank
Indiana
$281K – – –
CRWM
1264
Castle Rock Wealth Management
California
$281K -$4.03K -29 -1%
FAT
1265
First American Trust
California
$279K -$27.7K -203 -9%
BFA
1266
Bragg Financial Advisors
North Carolina
$278K -$21.4K -157 -7%
CWA
1267
Choice Wealth Advisors
Maine
$278K – – –
HA
1268
Heartland Advisors
Wisconsin
$277K +$277K +2,029 New
JWM
1269
Janiczek Wealth Management
Colorado
$276K +$6.27K +46 +2%
EM
1270
ELCO Management
New York
$276K -$10.2K -75 -4%
CAM
1271
Carret Asset Management
New York
$276K +$18.4K +135 +7%
SCM
1272
Sebold Capital Management
Illinois
$274K -$12.1K -89 -4%
WAM
1273
WNY Asset Management
New York
$274K +$27.1K +199 +11%
GSEP
1274
Golden State Equity Partners
California
$273K -$13.8K -101 -5%
SAMT
1275
Select Asset Management & Trust
Pennsylvania
$273K – – –
49 50
51
52 53