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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 %
NEWAS
1376
N.E.W. Advisory Services
Wisconsin
$211K +$211K +1,545 New
CFC
1377
Coyle Financial Counsel
Illinois
$210K +$210K +1,539 New
FHB
1378
First Hawaiian Bank
Hawaii
$210K -$36.8K -270 -15%
SCM
1379
Sollinda Capital Management
Florida
$209K +$209K +1,529 New
MC
1380
Miramar Capital
Illinois
$208K +$208K +1,528 New
TCG
1381
Transcendent Capital Group
Oklahoma
$208K +$208K +1,524 New
EA
1382
Emerald Advisors
Washington
$207K +$207K +1,517 New
TC
1383
Telemus Capital
Michigan
$207K +$207K +1,515 New
1SB
1384
1ST Source Bank
Indiana
$206K +$206K +1,510 New
DWG
1385
Darden Wealth Group
Michigan
$205K +$205K +1,507 New
APP
1386
Avantax Planning Partners
Iowa
$205K +$205K +1,506 New
CFA
1387
Capstone Financial Advisors
Illinois
$205K +$205K +1,505 New
TWM
1388
TriaGen Wealth Management
California
$205K -$37.5K -275 -15%
BFA
1389
Beacon Financial Advisory
Ohio
$205K +$205K +1,503 New
FNBOMD
1390
First National Bank of Mount Dora
Florida
$205K +$205K +1,503 New
MMG
1391
Monetary Management Group
Missouri
$205K +$20.5K +150 +11%
CW
1392
CIC Wealth
Maryland
$205K +$205K +1,500 New
PMFA
1393
Plante Moran Financial Advisors
Michigan
$204K -$10.2K -75 -5%
WCG
1394
Weaver Consulting Group
California
$204K -$18.4K -135 -8%
CCG
1395
Capital CS Group
California
$204K +$204K +1,495 New
RRCM
1396
Rappaport Reiches Capital Management
Illinois
$203K +$203K +1,485 New
KFSC
1397
Keystone Financial Services (Colorado)
Colorado
$202K +$202K +1,481 New
MIA
1398
MainStreet Investment Advisors
Illinois
$202K +$202K +1,480 New
SC
1399
Soundwatch Capital
Connecticut
$201K -$15K -110 -7%
HB
1400
HTLF Bank
Colorado
$201K +$201K +1,477 New
54 55
56
57 58