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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
23.24%
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
+$118M
4
CM
Cercano Management
Washington
+$80.4M
5
Millennium Management
Millennium Management
New York
+$71.3M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$448M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$357M
3
Bessemer Group
Bessemer Group
New Jersey
-$223M
4
Wells Fargo
Wells Fargo
California
-$159M
5
Morgan Stanley
Morgan Stanley
New York
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
451
Y-Intercept (HK)
Hong Kong
$3.33M +$2.96M +21,525 +795%
OCPWS
452
One Charles Private Wealth Services
Massachusetts
$3.32M -$66K -480 -2%
LFA
453
Laraway Financial Advisors
Minnesota
$3.3M -$8.53K -62 -0.3%
AC
454
Attessa Capital
Arizona
$3.29M +$3.29M +23,927 New
JGIA
455
Jackson Grant Investment Advisers
Connecticut
$3.27M +$8.94K +65 +0.3%
TIAA Trust, National Association
456
TIAA Trust, National Association
North Carolina
$3.27M +$95.2K +692 +3%
PWM
457
Power Wealth Management
Georgia
$3.24M +$3.24M +23,573 New
DADC
458
D.A. Davidson & Co
Montana
$3.19M -$832K -6,049 -21%
LWM
459
Laidlaw Wealth Management
New York
$3.18M +$63.8K +464 +2%
IA
460
IFG Advisory
Georgia
$3.14M -$621K -4,517 -17%
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$3.14M -$370K -2,691 -11%
NL
462
NWAM LLC
Washington
$3.11M +$2.06K +15 +0.1%
CAC
463
Certified Advisory Corp
Florida
$3.1M +$30.1K +219 +1%
CI
464
CX Institutional
Indiana
$3.1M +$1.15M +8,367 +59%
AAS
465
Ameritas Advisory Services
Nebraska
$3.08M -$207K -1,502 -6%
BIM
466
Bullseye Investment Management
Ohio
$3.08M +$3.08M +22,380 New
PS
467
Principal Securities
Iowa
$3.06M -$150K -1,091 -5%
ANTB
468
AMG National Trust Bank
Colorado
$3.06M -$79K -575 -3%
VRM
469
Vectors Research Management
New York
$3.05M -$1.95M -14,141 -39%
NCM
470
Nelson Capital Management
California
$3.05M +$31.9K +232 +1%
WG
471
Winton Group
United Kingdom
$3.05M +$3.05M +22,154 New
EWM
472
EPG Wealth Management
Georgia
$3.04M -$26.4K -192 -0.9%
KA
473
Kovack Advisors
Florida
$3.03M +$456K +3,315 +18%
LFAS
474
Level Four Advisory Services
Texas
$3.03M -$265K -1,929 -8%
FF
475
Fluent Financial
Texas
$3.03M +$3.03M +21,993 New
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