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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 %
MCM
476
MontVue Capital Management
Virginia
$3.01M -$8.53K -62 -0.3%
DWM
477
Darwin Wealth Management
Florida
$3.01M -$1.6M -11,657 -35%
HG
478
Herbst Group
Connecticut
$3.01M -$121K -880 -4%
JIC
479
Johnson Investment Counsel
Ohio
$3.01M +$285K +2,072 +10%
CA
480
Cresta Advisors
Texas
$3M – – –
YAVAPFMC
481
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.97M – – –
WIM
482
Westside Investment Management
California
$2.96M -$22.3K -162 -0.7%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$2.96M +$171K +1,219 +6%
CL
484
Cabana LLC
Arkansas
$2.95M +$644K +4,684 +28%
MIM
485
MTM Investment Management
South Carolina
$2.94M +$3.85K +28 +0.1%
MSAM
486
Moloney Securities Asset Management
Missouri
$2.91M -$16.9K -123 -0.6%
JPLA
487
Joseph P. Lucia & Associates
New York
$2.9M -$38.7K -281 -1%
OCBCO
488
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.88M -$389K -2,827 -12%
BOM
489
Bank of Marin
California
$2.88M -$25.5K -185 -0.9%
BPWM
490
Badgley Phelps Wealth Managers
Washington
$2.87M -$59.4K -432 -2%
FNBOH
491
First National Bank of Hutchinson
Kansas
$2.87M – – –
NW
492
NewEdge Wealth
Pennsylvania
$2.86M -$106K -773 -4%
AFG
493
ABLE Financial Group
Arizona
$2.84M +$139K +1,014 +5%
BBVA
494
Banco Bilbao Vizcaya Argentaria
Spain
$2.83M -$19.3M -141,166 -87%
DW
495
Dodds Wealth
Colorado
$2.82M -$113K -794 -4%
PFT
496
Providence First Trust
Arizona
$2.81M -$55K -400 -2%
WSFS
497
Wilmington Savings Fund Society
Delaware
$2.81M -$10.1M -73,243 -78%
ACM
498
Advisors Capital Management
New Jersey
$2.81M +$2.36M +17,164 +528%
SAM
499
Strategy Asset Managers
California
$2.79M -$46.8K -340 -2%
IFA
500
Interactive Financial Advisors
Illinois
$2.77M +$110K +798 +4%
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