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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 %
WTC
501
WhitTier Trust Company
Nevada
$2.77M – – –
AI
502
AdvisorShares Investments
Maryland
$2.76M +$1.39M +10,118 +101%
SFA
503
Sequoia Financial Advisors
Ohio
$2.76M -$78.1K -568 -3%
BI
504
Bramshill Investments
Florida
$2.75M -$624K -4,538 -18%
PWP
505
Principle Wealth Partners
Connecticut
$2.75M -$136K -990 -5%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$2.74M -$27.2K -198 -1%
IAS
507
Insigneo Advisory Services
Florida
$2.74M +$753K +5,472 +38%
HWM
508
HB Wealth Management
Georgia
$2.74M -$107K -780 -4%
MCM
509
Magnolia Capital Management
New York
$2.74M -$50.9K -370 -2%
QWP
510
Quotient Wealth Partners
Texas
$2.73M -$1.02M -7,428 -27%
TIP
511
Tandem Investment Partners
New Jersey
$2.73M +$2.73M +19,865 New
PWM
512
Palumbo Wealth Management
New York
$2.73M +$1.36M +9,901 +100%
Fidelity International
513
Fidelity International
Bermuda
$2.72M +$178K +1,293 +7%
RWPA
514
Richard W. Paul & Associates
Michigan
$2.72M -$49.8K -362 -2%
FPW
515
Fairvoy Private Wealth
Alabama
$2.71M +$2.71M +19,727 New
JWA
516
JFS Wealth Advisors
Pennsylvania
$2.7M -$405K -2,947 -13%
NFG
517
Nations Financial Group
Iowa
$2.7M -$30K -218 -1%
PAM
518
PCG Asset Management
New Jersey
$2.68M +$2.68M +19,504 New
WS
519
Wedbush Securities
California
$2.68M -$449K -3,263 -14%
EFP
520
Envision Financial Planning
Tennessee
$2.67M +$320K +2,327 +14%
CWM
521
Circle Wealth Management
New Jersey
$2.67M -$347K -2,519 -11%
ZIG
522
Zullo Investment Group
Pennsylvania
$2.66M -$15.4K -112 -0.6%
HFS
523
Horizon Financial Services
North Carolina
$2.64M +$1.2M +8,702 +83%
GIM
524
Grassi Investment Management
California
$2.64M -$23.4K -170 -0.9%
KIA
525
Knollwood Investment Advisory
Maryland
$2.59M – – –
19 20
21
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