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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 %
DAC
1476
Dividend Assets Capital
South Carolina
$71K – – –
EWM
1477
Evermay Wealth Management
Virginia
$70K – – –
SWM
1478
Sugarloaf Wealth Management
Georgia
$69.3K – – –
KC
1479
Knuff & Co
California
$68.2K – – –
RFA
1480
Register Financial Advisors
Georgia
$67.6K +$45.8K +336 +210%
NFA
1481
Northwest Financial Advisors
Virginia
$67.4K +$67.4K +494 New
GTAM
1482
Global Trust Asset Management
Florida
$65.5K -$56.2K -412 -46%
CPA
1483
Cardiff Park Advisors
California
$65.5K – – –
CG
1484
Cutler Group
California
$64K -$341K -2,538 -84%
HFM
1485
Hartford Financial Management
Connecticut
$63.6K – – –
SIS
1486
Sound Income Strategies
Florida
$62.6K -$7.77K -57 -11%
CNBTD
1487
Citizens National Bank Trust Department
Mississippi
$61.4K – – –
BSB
1488
Bangor Savings Bank
Maine
$61.2K +$2.86K +21 +5%
BEI
1489
Benjamin Edwards Inc
Missouri
$61K +$271 +2 +0.4%
B
1490
Birchbrook
Maine
$59.3K +$59.3K +435 New
DSC
1491
Duncker Streett & Co
Missouri
$57.7K +$5.46K +40 +10%
RG
1492
Retirement Group
California
$56.7K +$30.5K +224 +117%
GI
1493
Gradient Investments
Minnesota
$56.2K +$6.27K +46 +13%
WSC
1494
Wellington Shields & Co
New York
$54.6K – – –
PCMC
1495
Planning Capital Management Corporation
Pennsylvania
$54.6K +$54.6K +400 New
BAM
1496
Bellevue Asset Management
Washington
$53.3K – – –
ME
1497
McIlrath & Eck
Washington
$53.1K – – –
DFA
1498
DHJJ Financial Advisors
Illinois
$52.6K – – –
EPW
1499
Evergreen Private Wealth
Colorado
$52.2K +$52.2K +383 New
BTI
1500
Blue Trust Inc
Georgia
$52K – – –
58 59
60
61 62