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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TF
126
Trek Financial
Arizona
$21.7M 159,420 -1,760 -1%
SWP
127
Stratos Wealth Partners
Ohio
$21.7M 158,882 +6,344 +4%
BHWM
128
Bar Harbor Wealth Management
New Hampshire
$20.8M 152,858 -1,823 -1%
AWS
129
Atria Wealth Solutions
New York
$20.5M 150,630 -5,752 -4%
FHA
130
Flagship Harbor Advisors
Massachusetts
$20.2M 148,465 +115,846 +355%
EH
131
Equitable Holdings
New York
$19.9M 145,922 +13,679 +10%
AFA
132
American Financial Advisors
Georgia
$19.3M 141,534 -571 -0.4%
HCP
133
Holt Capital Partners
Texas
$19.2M 140,559 -45 -0%
PWMG
134
Prestige Wealth Management Group
New Jersey
$18.8M 137,833 +3,304 +2%
SL
135
Salomon & Ludwin
Virginia
$18.7M 145,243 – –
ONB
136
Old National Bancorp
Indiana
$18.7M 136,836 -17,335 -11%
FDCP
137
Foster Dykema Cabot & Partners
Massachusetts
$18.6M 136,628 +136,628 New
SG Americas Securities
138
SG Americas Securities
New York
$18.3M 134,507 +28,155 +26%
GEM
139
Global Endowment Management
North Carolina
$18.2M 133,471 -56,517 -30%
AWM
140
AE Wealth Management
Kansas
$18M 129,324 -51,312 -28%
Comerica Bank
141
Comerica Bank
Texas
$17.8M 130,752 -67,153 -34%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$17.6M 128,914 +18,365 +17%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$17.4M 127,754 +111,398 +681%
SC
144
Syon Capital
California
$17.4M 127,368 +64,551 +103%
CB
145
Commerce Bank
Missouri
$17.3M 126,967 +2,149 +2%
CCT
146
Chemung Canal Trust
New York
$16.9M 124,143 +4,873 +4%
KF
147
Krilogy Financial
Missouri
$16.6M 121,985 -3,575 -3%
BAM
148
Brave Asset Management
New Jersey
$16.5M 121,119 +1,274 +1%
CAM
149
Cresset Asset Management
Illinois
$16.3M 119,339 -466 -0.4%
PWM
150
Perigon Wealth Management
California
$16.2M 118,883 +82,250 +225%
4 5
6
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