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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 %
OC
151
Oppenheimer & Co
New York
$15.7M 115,110 +5,608 +5%
CIA
152
Concurrent Investment Advisors
Florida
$15.6M 114,448 +114,448 New
MIM
153
Miller Investment Management
Pennsylvania
$15.4M 112,783 -1,368 -1%
EWA
154
Evolution Wealth Advisors
Florida
$15.3M 111,834 -552 -0.5%
William Blair & Company
155
William Blair & Company
Illinois
$15.1M 111,031 -8,006 -7%
State Street
156
State Street
Massachusetts
$15.1M 110,560 -204,900 -65%
SC
157
Scotia Capital
Ontario, Canada
$14.8M 108,732 +5,383 +5%
AI
158
Atria Investments
North Carolina
$14.6M 107,316 -9,797 -8%
AIC
159
Ayalon Insurance Company
Israel
$14.6M 106,550 – –
MCWS
160
McKinley Carter Wealth Services
West Virginia
$14.4M 105,641 +10,548 +11%
KHLMTHM
161
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$14.4M 105,342 – –
CA
162
CoreCap Advisors
Michigan
$14M 102,578 -20,114 -16%
RWM
163
Rezny Wealth Management
Florida
$13.6M 99,516 +55,559 +126%
DRS
164
Deane Retirement Strategies
Louisiana
$13.4M 98,294 +26,637 +37%
BFIC
165
Bedell Frazier Investment Counselling
California
$13.4M 98,172 -2,929 -3%
GWA
166
Gratus Wealth Advisors
Virginia
$13.3M 97,212 +97,212 New
AIIMS
167
Analyst IMS Investment Management Services
Israel
$13.2M 96,888 -319 -0.3%
OCBCO
168
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.2M 96,691 -62,997 -39%
ARC
169
Advisor Resource Council
Texas
$13.2M 96,558 +90,230 +1,426%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$13.1M 96,391 -7,935 -8%
Two Sigma Investments
171
Two Sigma Investments
New York
$13.1M 95,917 +87,017 +978%
BRWA
172
B. Riley Wealth Advisors
Florida
$13M 95,520 +9,629 +11%
Creative Planning
173
Creative Planning
Kansas
$12.9M 94,635 -2,195 -2%
AWMS
174
Advocacy Wealth Management Services
Georgia
$12.9M 94,328 -465,569 -83%
SCA
175
Stillwater Capital Advisors
Pennsylvania
$12.9M 94,276 +3,832 +4%
5 6
7
8 9