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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 %
AWM
1701
Accel Wealth Management
Iowa
– – -2,017 Closed
PFGIA
1702
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,943 Closed
PWM
1703
Pinnacle Wealth Management
California
– – -1,913 Closed
AFP
1704
Alpha Financial Partners
Kentucky
– – -1,839 Closed
LSA
1705
Lion Street Advisors
Texas
– – -1,816 Closed
Optiver Holding
1706
Optiver Holding
Netherlands
– – -1,812 Closed
PSIWM
1707
Paradigm Strategies in Wealth Management
Minnesota
– – -1,779 Closed
JCM
1708
Jag Capital Management
Missouri
– – -1,740 Closed
OL
1709
Owen LaRue
Kentucky
– – -1,701 Closed
RMDI
1710
R.M. Davis Inc
Maine
– – -1,652 Closed
CFS
1711
Commonwealth Financial Services
West Virginia
– – -1,611 Closed
PFC
1712
Phocas Financial Corp
California
– – -1,610 Closed
Manulife (Manufacturers Life Insurance)
1713
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -1,607 Closed
HT
1714
Headlands Technologies
Illinois
– – -1,576 Closed
HL
1715
HeadInvest LLC
Maine
– – -1,502 Closed
WWP
1716
WR Wealth Planners
Missouri
– – -1,234 Closed
WFA
1717
WestHill Financial Advisors
California
– – -991 Closed
FAM
1718
Flaharty Asset Management
Florida
– – -969 Closed
RW
1719
RVW Wealth
California
– – -961 Closed
AWA
1720
Alaska Wealth Advisors
Alaska
– – -940 Closed
APCM
1721
Alaska Permanent Capital Management
Alaska
– – -900 Closed
LWCFA
1722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -825 Closed
BCM
1723
BluePath Capital Management
Georgia
– – -787 Closed
CFA
1724
CWS Financial Advisors
Michigan
– – -563 Closed
Legacy Financial Group (Iowa)
1725
Legacy Financial Group (Iowa)
Iowa
– – -311 Closed
67 68
69
70 71