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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 %
WP
576
WealthPLAN Partners
Nebraska
$2.19M +$19.4K +141 +0.9%
SIC
577
Salem Investment Counselors
North Carolina
$2.17M -$624K -4,536 -22%
DAS
578
Diversify Advisory Services
Utah
$2.17M -$1.62M -11,567 -43%
Capstone Investment Advisors
579
Capstone Investment Advisors
New York
$2.17M +$612K +4,450 +39%
KCM
580
Kanawha Capital Management
Virginia
$2.16M -$20.8K -151 -1%
IC
581
IEQ Capital
California
$2.16M -$16K -116 -0.7%
WBCM
582
Wilson & Boucher Capital Management
California
$2.15M +$31K +225 +1%
PWP
583
Perfromance Wealth Partners
Illinois
$2.15M +$16K +116 +0.7%
VCP
584
Verus Capital Partners
Arizona
$2.14M -$781K -5,675 -27%
PG
585
Proffitt & Goodson
Tennessee
$2.14M -$124K -901 -5%
AIP
586
ARS Investment Partners
New York
$2.13M +$79.7K +579 +4%
PWM
587
Peterson Wealth Management
Nevada
$2.11M +$217K +1,579 +11%
GVAG
588
Great Valley Advisor Group
Delaware
$2.11M -$2.35M -17,047 -53%
QC
589
Quadrature Capital
United Kingdom
$2.11M +$2.11M +15,346 New
CFG
590
Citizens Financial Group
Rhode Island
$2.11M +$156K +1,131 +8%
PWMG
591
Pinnacle Wealth Management Group
Michigan
$2.11M +$169K +1,227 +9%
AFS
592
Access Financial Services
Minnesota
$2.1M -$87.9K -639 -4%
SB
593
Strategic Blueprint
Georgia
$2.1M +$70.9K +515 +3%
IAIM
594
International Assets Investment Management
Florida
$2.09M +$2.09M +15,210 New
CRI
595
Colonial River Investments
Virginia
$2.09M -$5.23K -38 -0.2%
MOS
596
MGO One Seven
Ohio
$2.08M +$43.1K +313 +2%
MBT
597
Montecito Bank & Trust
California
$2.08M -$86.3K -627 -4%
BCP
598
Blue Chip Partners
Michigan
$2.08M +$1.09M +7,950 +111%
SCA
599
Snowden Capital Advisors
New York
$2.08M -$33.6K -244 -2%
AWM
600
Axxcess Wealth Management
California
$2.07M -$1.57M -11,448 -43%
22 23
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