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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 %
WPW
1276
Warther Private Wealth
Ohio
$273K -$682 -5 -0.2%
ISB
1277
Iowa State Bank
Iowa
$273K – – –
AFO
1278
Allie Family Office
Florida
$272K – – –
I
1279
INVST
Indiana
$272K +$272K +1,890 New
JWM
1280
JPL Wealth Management
Colorado
$271K +$271K +1,990 New
TCM
1281
Traynor Capital Management
Pennsylvania
$271K +$30.1K +221 +13%
PWM
1282
PBMares Wealth Management
Virginia
$269K -$18.5K -136 -6%
SP
1283
Successful Portfolios
Florida
$268K – – –
AWA
1284
Acorn Wealth Advisors
Michigan
$268K -$36.4K -267 -12%
TCWM
1285
Total Clarity Wealth Management
Illinois
$267K -$146K -1,070 -35%
CB
1286
Cadence Bank
Mississippi
$267K +$18.5K +136 +7%
HWA
1287
HCR Wealth Advisors
California
$266K -$2.46K -18 -0.9%
FGAM
1288
Financial Gravity Asset Management
Texas
$265K +$134K +1,031 +103%
BG
1289
Bollard Group
Massachusetts
$264K +$955 +7 +0.4%
TFF
1290
The Family Firm
Maryland
$264K +$955 +7 +0.4%
WCA
1291
Waratah Capital Advisors
Ontario, Canada
$263K +$263K +1,930 New
MAM
1292
Milestone Asset Management
Pennsylvania
$262K -$192K -1,407 -42%
AA
1293
Ancora Advisors
Ohio
$261K +$75K +550 +40%
NSIM
1294
North Star Investment Management
Illinois
$260K -$26.9K -197 -9%
ATFA
1295
All Terrain Financial Advisors
Minnesota
$259K – – –
CCG
1296
Coastwise Capital Group
California
$257K -$6.96K -51 -3%
FLII
1297
First Long Island Investors
New York
$256K – – –
SW
1298
StrongBox Wealth
Missouri
$256K +$28.4K +208 +12%
GSIAS
1299
Garden State Investment Advisory Services
New Jersey
$256K -$16.5K -121 -6%
WA
1300
WealthTrust Axiom
Pennsylvania
$255K +$9.41K +69 +4%
50 51
52
53 54