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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 %
SFPG
551
Stonebridge Financial Planning Group
Florida
$2.42M -$173K -1,257 -7%
CA
552
CoreCap Advisors
Michigan
$2.41M -$2.37M -17,250 -50%
RFO
553
RiverGlades Family Offices
Florida
$2.38M +$100K +730 +4%
WT
554
Washington Trust
Rhode Island
$2.37M -$610K -4,434 -20%
ODIJL
555
One Day In July LLC
Vermont
$2.36M -$13.8K -100 -0.6%
CFO
556
Capitol Family Office
Oregon
$2.35M -$490K -3,560 -17%
CAG
557
Csenge Advisory Group
Florida
$2.34M -$8.23M -59,812 -78%
RBC
558
Rye Brook Capital
Connecticut
$2.34M -$1.64M -11,900 -41%
CAG
559
Crestwood Advisors Group
Massachusetts
$2.33M +$157K +1,144 +7%
BCFS
560
Butensky & Cohen Financial Security
Florida
$2.32M +$115K +834 +5%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$2.31M +$45.8K +333 +2%
PPP
562
Private Portfolio Partners
New Jersey
$2.31M +$55.2K +401 +2%
HNB
563
Huntington National Bank
Ohio
$2.31M -$2.29M – –
MA
564
MONECO Advisors
Connecticut
$2.3M +$516K +3,748 +29%
Fisher Asset Management
565
Fisher Asset Management
Washington
$2.3M +$817K +5,942 +55%
AWM
566
Apollon Wealth Management
South Carolina
$2.29M +$199K +1,443 +9%
AT
567
Avalon Trust
New Mexico
$2.29M -$4.4K -32 -0.2%
CBT
568
Crews Bank & Trust
Florida
$2.29M +$2.29M +16,644 New
EIP
569
Ellis Investment Partners
Pennsylvania
$2.28M -$87.2K -634 -4%
LFG
570
Larson Financial Group
Missouri
$2.25M -$2.26M -16,404 -50%
CPA
571
Capital Planning Advisors
California
$2.24M -$4.28M -31,075 -66%
BFG
572
Berger Financial Group
Minnesota
$2.24M -$149K -1,082 -6%
FA
573
Fagan Associates
New York
$2.23M +$30K +218 +1%
MIG
574
McGuire Investment Group
Rhode Island
$2.23M +$35.6K +259 +2%
WCM
575
Windsor Capital Management
Arizona
$2.2M -$29.6K -215 -1%
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