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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,746 hedge funds and large institutions have $28.3B invested in Health Care Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 610 increasing their positions, 657 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,746
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
23.25%
Holding in Top 10
84
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-25.66%
% of All Funds
1.12%
New
230
Increased
610
Reduced
657
Closed
175
Calls
$2.05B
Puts
$2.77B
Net Calls
-$726M
Net Calls Change
-$40.7M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$472M
2
QIM
Quantitative Investment Management
Virginia
$119M
3
Two Sigma Investments
Two Sigma Investments
New York
$326M
4
CM
Cercano Management
Washington
$80.4M
5
Millennium Management
Millennium Management
New York
$75.5M

Top Sellers

1
ECG
Edge Capital Group
Georgia
$3.47M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
3
Bessemer Group
Bessemer Group
New Jersey
$2.02M
4
Wells Fargo
Wells Fargo
California
$806M
5
Morgan Stanley
Morgan Stanley
New York
$1.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
351
BigSur Wealth Management
Florida
$4.85M -$520K -3,780 -10%
CF
352
Centaurus Financial
California
$4.85M -$1.18M -8,573 -20%
DWM
353
Denver Wealth Management
Colorado
$4.84M +$103K +748 +2%
TB
354
Treynor Bancshares
Iowa
$4.8M +$1.26M +9,136 +35%
SFS
355
Sowell Financial Services
Arkansas
$4.8M +$279K +2,026 +6%
RWMH
356
Riverpoint Wealth Management Holdings
Illinois
$4.77M -$80.3K -584 -2%
GWM
357
GoalFusion Wealth Management
Texas
$4.73M +$471K +3,424 +11%
BPAMU
358
BTG Pactual Asset Management US
New York
$4.71M -$3.26M -23,667 -41%
BF
359
Bonfire Financial
Colorado
$4.71M +$4.71M +34,229 New
FCI
360
Financial Counselors Inc
Kansas
$4.67M -$22.6K -164 -0.5%
FWCM
361
Ferguson Wellman Capital Management
Oregon
$4.64M +$484K +3,519 +12%
FFA
362
Farther Finance Advisors
California
$4.57M +$574K +4,169 +14%
CIA
363
Choate Investment Advisors
Massachusetts
$4.55M +$121K +879 +3%
FHA
364
Flagship Harbor Advisors
Massachusetts
$4.54M +$86.7K +630 +2%
BBHC
365
Brown Brothers Harriman & Co
New York
$4.53M +$2.06K +15 +0%
NFC
366
Northeast Financial Consultants
Connecticut
$4.49M +$11.1K +81 +0.2%
SWM
367
Stockman Wealth Management
Montana
$4.48M +$518K +3,762 +13%
MCCA
368
Mill Creek Capital Advisors
Pennsylvania
$4.47M +$8.53K +62 +0.2%
AAS
369
Asset Allocation Strategies
Michigan
$4.46M -$556K -3,815 -11%
AF
370
Allworth Financial
California
$4.46M -$401K -2,822 -8%
GM
371
GeoWealth Management
Illinois
$4.35M +$1.02M +7,436 +31%
AF
372
Apexium Financial
Texas
$4.32M +$1.53M +11,091 +55%
DWA
373
Delos Wealth Advisors
Texas
$4.3M +$365K +2,655 +9%
FHA
374
First Horizon Advisors
Tennessee
$4.29M +$7.15K +52 +0.2%
HH
375
Hilltop Holdings
Texas
$4.28M -$656K -4,770 -13%
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