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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 %
SWP
1401
Strategic Wealth Partners
Ohio
$201K +$201K +1,476 New
GGS
1402
Galvin Gaustad & Stein
Arizona
$200K +$200K +1,469 New
ST
1403
Smithfield Trust
Pennsylvania
$194K – – –
PAI
1404
Pittenger & Anderson Inc
Nebraska
$190K – – –
SFC
1405
SYM Financial Corp
Indiana
$189K -$43K -315 -19%
FUBT
1406
First United Bank & Trust
Maryland
$187K +$187K +1,370 New
TC
1407
Truvestments Capital
Florida
$186K +$6.68K +49 +4%
CHA
1408
Carmichael Hill & Associates
Maryland
$185K – – –
VC
1409
Vestor Capital
Illinois
$185K +$123K +903 +199%
MIA
1410
Milestone Investment Advisors
Wisconsin
$175K -$40.9K -300 -19%
ADL
1411
Asset Dedication LLC
California
$173K – – –
WOC
1412
West Oak Capital
California
$172K – – –
First Manhattan
1413
First Manhattan
New York
$171K +$3.28K +24 +2%
FFA
1414
Founders Financial Alliance
North Carolina
$170K +$409 +3 +0.2%
PGAM
1415
Princeton Global Asset Management
New Jersey
$167K – – –
JFGIW
1416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K +$80.2K +588 +96%
TCM
1417
TD Capital Management
Tennessee
$161K +$136 +1 +0.1%
WB
1418
Webster Bank
Connecticut
$155K +$1.64K +12 +1%
BAM
1419
Byrne Asset Management
New Jersey
$154K -$679 -5 -0.4%
HPIA
1420
Hamilton Point Investment Advisors
North Carolina
$154K – – –
TVWM
1421
Tower View Wealth Management
Wisconsin
$153K +$681 +5 +0.4%
AFG
1422
Albion Financial Group
Utah
$152K – – –
GWANC
1423
Guardian Wealth Advisors (North Carolina)
North Carolina
$148K -$20.5K -151 -12%
SAS
1424
Stelac Advisory Services
New York
$146K – – –
QPBE
1425
Quintet Private Bank (Europe)
Luxembourg
$143K – – –
55 56
57
58 59