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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 %
AW
1451
Avion Wealth
Texas
$101K – – –
EW
1452
Element Wealth
Mississippi
$98.9K – – –
CPG
1453
Cornerstone Planning Group
New Jersey
$97.5K +$25.9K +190 +36%
TIM
1454
Tortoise Investment Management
New York
$96.8K +$86.6K +635 +847%
LFASL
1455
Lugano Financial Advisors SA (LFA)
Switzerland
$94.2K +$17.6K +129 +23%
CQS
1456
Credential Qtrade Securities
$94K – – –
RMC
1457
Resources Management Corp
Connecticut
$93K +$1.09K +8 +1%
TLA
1458
Tanglewood Legacy Advisors
Texas
$92.3K – – –
CB
1459
Centennial Bank
Arkansas
$90.6K – – –
AIP
1460
Ameritas Investment Partners
Nebraska
$88.7K -$1.23K -9 -1%
NRC
1461
New Republic Capital
North Carolina
$86.9K – – –
CAS
1462
Coppell Advisory Solutions
Texas
$86.7K +$67K +491 +339%
SA
1463
SRH Advisors
Kansas
$86.5K – – –
AIC
1464
Archer Investment Corporation
Indiana
$86.3K +$136 +1 +0.2%
PH
1465
Pinnacle Holdings
Oklahoma
$85.5K +$85.5K +627 New
PCTC
1466
Perkins Coie Trust Company
Washington
$85.5K – – –
USB
1467
Union Savings Bank
Connecticut
$81.8K – – –
NCM
1468
Northwest Capital Management
Oregon
$80.5K – – –
PWA
1469
Provenance Wealth Advisors
Florida
$79.4K – – –
ANBT
1470
American National Bank & Trust
Texas
$79.2K – – –
MPCG
1471
Matrix Private Capital Group
New York
$77.5K -$25K -183 -24%
DAM
1472
Delta Asset Management
Tennessee
$75.3K – – –
LFA
1473
LGT Financial Advisors
Texas
$72.3K -$12.4K -91 -15%
BC
1474
Barrett & Company
Rhode Island
$71.4K +$1.23K +9 +2%
OIA
1475
Optimum Investment Advisors
Illinois
$71.1K – – –
57 58
59
60 61