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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 %
FCFC
1301
First Commonwealth Financial Corp
Pennsylvania
$255K -$51.1K -375 -17%
GC
1302
Garde Capital
Washington
$255K +$255K +1,870 New
MWM
1303
Maltin Wealth Management
New Jersey
$255K -$33.4K -245 -12%
CWM
1304
Cahaba Wealth Management
Georgia
$254K – – –
CAMG
1305
CWA Asset Management Group
Florida
$254K -$29.6K -217 -10%
JFA
1306
JNBA Financial Advisors
Minnesota
$253K -$3.14K -23 -1%
RWS
1307
Resolute Wealth Strategies
Mississippi
$253K +$253K +1,853 New
RPGK
1308
Retirement Planning Group (Kansas)
Kansas
$252K +$252K +1,850 New
WLIM
1309
White Lighthouse Investment Management
Massachusetts
$252K +$252K +1,850 New
GAG
1310
GM Advisory Group
New York
$249K -$11.3K -83 -4%
LBC
1311
Lowe Brockenbrough & Co
Virginia
$249K – – –
TWP
1312
Tyche Wealth Partners
Texas
$247K +$247K +1,814 New
MTWM
1313
Masso Torrence Wealth Management
New Jersey
$245K +$245K +1,795 New
IIA
1314
IPG Investment Advisors
California
$244K -$311K -2,280 -56%
WSCM
1315
Wellington Shields Capital Management
New York
$244K – – –
WA
1316
Wambolt & Associates
Colorado
$244K -$8.46K -62 -3%
GIA
1317
Guyasuta Investment Advisors
Pennsylvania
$243K +$5.73K +42 +2%
TPCW
1318
TD Private Client Wealth
New York
$242K +$13.1K +96 +6%
OPCM
1319
Osborne Partners Capital Management
California
$242K – – –
CFO
1320
Collective Family Office
Pennsylvania
$242K +$242K +1,775 New
FTDI
1321
First Trust Direct Indexing
Massachusetts
$240K +$240K +1,760 New
DTC
1322
Davidson Trust Company
Washington
$239K – – –
CA
1323
Cornerstone Advisory
Maryland
$239K +$239K +1,756 New
G
1324
Gainplan
Michigan
$239K -$155K -1,134 -39%
RIM
1325
Rockbridge Investment Management
New York
$238K – – –
51 52
53
54 55