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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 %
Bank of America
1
Bank of America
North Carolina
$5.64B 41,384,351 -712,916 -2%
Morgan Stanley
2
Morgan Stanley
New York
$3.28B 24,068,730 +12,236,977 +103%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2B 14,676,978 -844,672 -5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$951M 6,969,963 +520,611 +8%
Wells Fargo
5
Wells Fargo
California
$937M 6,870,018 +218,055 +3%
GBWM
6
Granite Bay Wealth Management
New Hampshire
$908M 6,985,543 -257,156 -4%
LPL Financial
7
LPL Financial
California
$839M 6,153,519 -35,760 -0.6%
NAM
8
Nissay Asset Management
Japan
$783M 5,740,591 – –
RJA
9
Raymond James & Associates
Florida
$764M 5,600,102 +378,702 +7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$613M 4,495,141 +183,757 +4%
Truist Financial
11
Truist Financial
North Carolina
$559M 4,097,404 +141,190 +4%
UBS Group
12
UBS Group
Switzerland
$534M 3,915,025 +137,132 +4%
WA
13
WestEnd Advisors
North Carolina
$488M 3,577,711 +237,210 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$480M 3,519,999 +254,765 +8%
Goldman Sachs
15
Goldman Sachs
New York
$457M 3,353,769 -1,045,878 -24%
Bessemer Group
16
Bessemer Group
New Jersey
$391M 2,863,443 -141,640 -5%
HIIFS
17
Harel Insurance Investments & Financial Services
Israel
$385M 2,823,883 +766,066 +37%
Ameriprise
18
Ameriprise
Minnesota
$356M 2,611,460 +254,761 +11%
Charles Schwab
19
Charles Schwab
California
$301M 2,206,329 -233,611 -10%
CM
20
Churchill Management
California
$294M 2,159,195 +593,619 +38%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M 1,717,100 -1,340,300 -44%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$201M 1,476,220 +71,952 +5%
Citigroup
23
Citigroup
New York
$196M 1,439,818 -227,494 -14%
MIH
24
Meitav Investment House
Israel
$178M 1,303,471 -1,643 -0.1%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$171M 1,252,191 +611,191 +95%
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