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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 %
JCM
526
Jacobi Capital Management
Pennsylvania
$2.59M +$89.7K +652 +4%
RIA
527
Regal Investment Advisors
Michigan
$2.59M -$180K -1,309 -7%
CWM
528
Chesapeake Wealth Management
Virginia
$2.58M -$98.1K -713 -4%
MWM
529
Marion Wealth Management
Pennsylvania
$2.58M +$86.4K +628 +3%
MWAM
530
Manhattan West Asset Management
California
$2.58M +$865K +6,289 +50%
MCC
531
Money Concepts Capital
Florida
$2.58M -$152K -1,106 -6%
ACI
532
Alpha Cubed Investments
California
$2.57M +$2.08M +15,134 +423%
EAM
533
Everstar Asset Management
North Carolina
$2.56M -$19.8K -144 -0.8%
MIC
534
Meridian Investment Counsel
California
$2.56M – – –
SF
535
Synovus Financial
Georgia
$2.56M -$564K -4,096 -18%
CM
536
Columbus Macro
Pennsylvania
$2.56M +$2.06M +15,006 +416%
SIA
537
Soltis Investment Advisors
Utah
$2.56M +$555K +4,033 +28%
SSB
538
Sandy Spring Bank
Maryland
$2.55M +$6.88K +50 +0.3%
CW
539
CreativeOne Wealth
Kansas
$2.55M +$323K +2,351 +15%
CA
540
Calton & Associates
Florida
$2.54M +$294K +2,138 +13%
HAS
541
HBW Advisory Services
California
$2.52M -$139K -1,013 -5%
BCM
542
Boltwood Capital Management
California
$2.51M -$13.9K -101 -0.6%
CCFM
543
Clear Creek Financial Management
Washington
$2.5M -$106K -773 -4%
MWM
544
Moulton Wealth Management
Washington
$2.49M -$1.04M -7,570 -30%
RPGK
545
Retirement Planning Group (Kansas)
Kansas
$2.48M -$3.91M -28,447 -61%
SC
546
Sierra Capital
Florida
$2.46M – – –
WAM
547
Weatherly Asset Management
California
$2.46M – – –
SWA
548
SFMG Wealth Advisors
Texas
$2.45M -$68.5K -498 -3%
ANB
549
Amarillo National Bank
Texas
$2.45M – – –
MWM
550
Massachusetts Wealth Management
Massachusetts
$2.45M +$187K +1,358 +8%
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