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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 %
LFS
201
Legacy Financial Strategies
Kansas
$10.6M 77,606 -169 -0.2%
HNW
202
High Note Wealth
Minnesota
$10.4M 76,534 +12,495 +20%
MWPCG
203
Measured Wealth Private Client Group
New Hampshire
$10.4M 76,193 -192 -0.3%
FTS
204
Fifth Third Securities
Ohio
$10.3M 75,258 +150 +0.2%
SPIA
205
Steward Partners Investment Advisory
New York
$10.2M 74,939 +10,033 +15%
FFG
206
Frisch Financial Group
New York
$10.2M 74,711 +1,900 +3%
HWA
207
Hilltop Wealth Advisors
North Carolina
$10.2M 74,567 -77,326 -51%
ATPW
208
Ashton Thomas Private Wealth
Arizona
$10.1M 73,739 -15,052 -17%
TAM
209
Tocqueville Asset Management
New York
$10M 73,601 – –
FMC
210
First Merchants Corp
Indiana
$9.98M 73,183 -456 -0.6%
DS
211
DRW Securities
Illinois
$9.82M 72,024 +72,024 New
HPC
212
Hobart Private Capital
North Carolina
$9.52M 69,782 -7,640 -10%
KA
213
Kozak & Associates
Colorado
$9.43M 67,497 +19,749 +41%
KWM
214
Keebeck Wealth Management
Illinois
$9.37M 68,684 +1,196 +2%
ACA
215
Aspire Capital Advisors
Washington
$9.36M 68,623 -15,988 -19%
FWM
216
Focused Wealth Management
New York
$9.34M 68,484 -858 -1%
AA
217
AlphaMark Advisors
Kentucky
$9.34M 68,453 +2,394 +4%
MC
218
Martin & Co
Tennessee
$9.34M 68,452 -1,125 -2%
NTIC
219
Napean Trading & Investment Company
Singapore
$9.32M 68,316 +68,316 New
BFWA
220
Benchmark Financial Wealth Advisors
Florida
$9.31M 68,277 -1,504 -2%
PA
221
PFG Advisors
Arizona
$9.27M 68,003 +532 +0.8%
PPWP
222
Proquility Private Wealth Partners
Nevada
$9.25M 67,859 +3,660 +6%
VIA
223
Vickerman Investment Advisors
Washington
$9.25M 67,807 +6,327 +10%
TFCP
224
Twin Focus Capital Partners
Massachusetts
$9.24M 67,719 +19,010 +39%
RRA
225
Round Rock Advisors
Connecticut
$9.2M 67,490 -703 -1%
7 8
9
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