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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 %
KWMG
1676
King Wealth Management Group
Florida
– – -7,904 Closed
AA
1677
Alesco Advisors
New York
– – -7,106 Closed
3LCM
1678
3D/L Capital Management
Connecticut
– – -6,966 Closed
TI
1679
Trexquant Investment
Connecticut
– – -6,896 Closed
MTIM
1680
Marathon Trading Investment Management
Pennsylvania
– – -6,193 Closed
ATI
1681
Act Two Investors
California
– – -5,830 Closed
PSCM
1682
Per Stirling Capital Management
Texas
– – -5,728 Closed
SIA
1683
SkyView Investment Advisors
New Jersey
– – -5,144 Closed
MUAMU
1684
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– – -5,000 Closed
BS
1685
Bessemer Securities
New York
– – -3,713 Closed
BPC
1686
Banque Pictet & Cie
Switzerland
– – -3,670 Closed
KAS
1687
KPP Advisory Services
Kentucky
– – -3,610 Closed
LTL
1688
Lowery Thomas LLC
California
– – -3,071 Closed
LCWP
1689
Legacy Capital Wealth Partners
Arkansas
– – -3,027 Closed
CA
1690
CGN Advisors
Kansas
– – -2,701 Closed
TLFA
1691
True Link Financial Advisors
California
– – -2,635 Closed
CGA
1692
Crescent Grove Advisors
Illinois
– – -2,518 Closed
EP
1693
Eudaimonia Partners
Tennessee
– – -2,507 Closed
MAWA
1694
Moss Adams Wealth Advisors
Washington
– – -2,427 Closed
BWM
1695
BCGM Wealth Management
Indiana
– – -2,351 Closed
CPC
1696
Consolidated Planning Corp
Georgia
– – -2,291 Closed
CWP
1697
Cyndeo Wealth Partners
Florida
– – -2,189 Closed
AWM
1698
Avaii Wealth Management
Wisconsin
– – -2,186 Closed
SFM
1699
Stack Financial Management
Montana
– – -2,062 Closed
EFS
1700
Essex Financial Services
Connecticut
– – -2,051 Closed
66 67
68
69 70