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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
$3.28B
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$385M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$171M
4
CM
Churchill Management
California
$294M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$951M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$3.55M
2
MMH
Menora Mivtachim Holdings
Israel
$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M
4
Goldman Sachs
Goldman Sachs
New York
$457M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPPS
1326
Obsidian Personal Planning Solutions
Maryland
$237K – – –
CG
1327
Clifford Group
Massachusetts
$237K -$842K -6,175 -78%
EWP
1328
Elevation Wealth Partners
California
$236K +$175K +1,360 +287%
AGP
1329
Autumn Glory Partners
Texas
$235K +$12.9K +94 +6%
ECM
1330
Evergreen Capital Management
Washington
$234K – – –
SFG
1331
Sovereign Financial Group
Connecticut
$234K -$1.36K -10 -0.6%
CCFCSB
1332
Cape Cod Five Cents Savings Bank
Massachusetts
$234K +$234K +1,713 New
MA
1333
MCF Advisors
Kentucky
$234K +$136 +1 +0.1%
Luther King Capital Management (LKCM)
1334
Luther King Capital Management (LKCM)
Texas
$232K -$228K – –
OFA
1335
Oak Family Advisors
Illinois
$232K +$232K +1,700 New
FTC
1336
Farmers Trust Company
Ohio
$231K -$4.33M -31,763 -95%
FFO
1337
Fiduciary Family Office
Florida
$230K +$230K +1,688 New
FCAS
1338
First Command Advisory Services
Texas
$230K +$3.96K +29 +2%
AWG
1339
Altus Wealth Group
Colorado
$230K +$230K +1,685 New
SPFA
1340
Summit Place Financial Advisors
New Jersey
$230K -$82.6K -606 -26%
GIM
1341
Gold Investment Management
Alberta, Canada
$229K +$229K +1,677 New
SDWIA
1342
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$228K – – –
WA
1343
Wealth Architects
California
$228K – – –
CFG
1344
Citizens Financial Group
Rhode Island
$227K +$227K +1,665 New
PWCM
1345
Processus Wealth & Capital Management
Tennessee
$227K +$227K +1,661 New
GCM
1346
Gallacher Capital Management
Colorado
$227K +$227K +1,661 New
FNBTCON
1347
First National Bank & Trust Co of Newtown
Pennsylvania
$226K – – –
BDF
1348
Black Diamond Financial
Maryland
$226K +$545 +4 +0.2%
TPW
1349
TL Private Wealth
Texas
$226K -$40K -293 -15%
PHS
1350
Pekin Hardy Strauss
Illinois
$226K -$23.9K -175 -10%
52 53
54
55 56