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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 %
PI
176
PineBridge Investments
New York
$12.8M 94,101 +75,528 +407%
PAS
177
Park Avenue Securities
New York
$12.6M 92,604 +3,501 +4%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$12.6M 92,320 +8,706 +10%
IWM
179
IHT Wealth Management
Illinois
$12.6M 92,078 -19,872 -18%
CWG
180
Cornerstone Wealth Group
North Carolina
$12.5M 91,312 +63,331 +226%
DWM
181
Dakota Wealth Management
Florida
$12.3M 90,235 +2,027 +2%
Lido Advisors
182
Lido Advisors
California
$11.8M 86,389 -1,689 -2%
CF
183
Clarity Financial
Texas
$11.7M 86,093 -2,143 -2%
PWAC
184
Private Wealth Advisors (California)
California
$11.7M 85,834 -11,045 -11%
HIP
185
Harrell Investment Partners
Texas
$11.4M 83,390 +6,813 +9%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$11.3M 82,721 +82,721 New
IFA
187
Interactive Financial Advisors
Illinois
$11.3M 235,203 +217,277 +1,212%
JWCA
188
J.W. Cole Advisors
Florida
$11.1M 81,730 +4,273 +6%
WA
189
WBH Advisory
Maryland
$11.1M 81,404 -4,081 -5%
LRWA
190
Long Run Wealth Advisors
New York
$11.1M 81,383 +4,658 +6%
PI
191
Parkside Investments
Illinois
$11.1M 81,195 -2,500 -3%
CIC
192
Carnegie Investment Counsel
Ohio
$11M 80,983 -338 -0.4%
APF
193
Alaska Permanent Fund
Alaska
$10.8M 79,446 – –
CC
194
Callan Capital
California
$10.8M 79,208 +7,852 +11%
TS
195
Tamar Securities
California
$10.7M 78,294 +109 +0.1%
Man Group
196
Man Group
United Kingdom
$10.7M 78,172 +78,172 New
AT
197
Arvest Trust
Oklahoma
$10.7M 78,092 +597 +0.8%
RCP
198
Rothschild Capital Partners
New York
$10.6M 78,050 -24,462 -24%
GM
199
GeoWealth Management
Illinois
$10.6M 77,911 +4,962 +7%
HSBC Holdings
200
HSBC Holdings
United Kingdom
$10.6M 77,809 -38,007 -33%
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