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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
1
Morgan Stanley
New York
$3.28B
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$385M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$171M
4
CM
4
Churchill Management
California
$294M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$951M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$3.55M
2
MMH
2
Menora Mivtachim Holdings
Israel
$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M
4
Goldman Sachs
4
Goldman Sachs
New York
$457M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1426
PSI Advisors
Florida
$141K +$136 +1 +0.1%
MAWCM
1427
Mine & Arao Wealth Creation & Management
California
$136K – – –
AIM
1428
Acropolis Investment Management
Missouri
$134K – – –
FMII
1429
Farmers & Merchants Investments Inc
Nebraska
$133K – – –
LIWM
1430
Long Island Wealth Management
New York
$125K +$125K +914 New
PCWA
1431
Pacific Capital Wealth Advisors
California
$125K +$125K +914 New
TAM
1432
Tucker Asset Management
Colorado
$121K -$546 -4 -0.4%
WP
1433
WealthShield Partners
North Carolina
$120K +$25.9K +190 +28%
ITIM
1434
Indiana Trust & Investment Management
Indiana
$119K -$10.1K -74 -8%
PWMG
1435
Provence Wealth Management Group
California
$119K – – –
RIL
1436
Rothschild Investment LLC
Illinois
$118K +$118K +867 New
CTWM
1437
Cherry Tree Wealth Management
Minnesota
$117K – – –
GBT
1438
Grove Bank & Trust
Florida
$116K – – –
VCM
1439
Versant Capital Management
Arizona
$114K – – –
IRC
1440
Investors Research Corp
Georgia
$113K – – –
SHIM
1441
Stone House Investment Management
Pennsylvania
$112K -$29.2K -214 -21%
SPWM
1442
Spartan Planning & Wealth Management
North Carolina
$111K +$50.6K +371 +84%
OFG
1443
Oxford Financial Group
Indiana
$110K +$110K +809 New
WAM
1444
WFA Asset Management
Wisconsin
$109K +$11.7K +86 +12%
CWP
1445
Concord Wealth Partners
Virginia
$109K -$21.3K -156 -16%
BCMLT
1446
Beacon Capital Management LLC (Tennessee)
Tennessee
$105K +$12K +93 +13%
CAM
1447
Costello Asset Management
Pennsylvania
$105K – – –
CAC
1448
Core Alternative Capital
Georgia
$103K -$166K -1,217 -62%
UIA
1449
Ulland Investment Advisors
Minnesota
$102K -$116K -850 -53%
PPC
1450
Park Place Capital
Alabama
$102K +$81.8K +600 +408%
56 57
58
59 60