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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 %
MA
601
MBA Advisors
Pennsylvania
$2.07M -$32.1K -233 -2%
Northwestern Mutual Wealth Management
602
Northwestern Mutual Wealth Management
Wisconsin
$2.07M -$83.5K -607 -4%
IFPG
603
Intrepid Financial Planning Group
Indiana
$2.06M -$59K -429 -3%
CFO
604
Colony Family Offices
North Carolina
$2.06M – – –
CICI
605
Capital Investment Counsel Inc
North Carolina
$2.06M -$92.9K -675 -4%
CFD
606
Creative Financial Designs
Indiana
$2.05M +$71.4K +519 +4%
SHGA
607
Sand Hill Global Advisors
California
$2.03M -$7.02K -51 -0.3%
NWWA
608
New Wave Wealth Advisors
Arkansas
$2.03M -$293K -2,131 -13%
Bessemer Group
609
Bessemer Group
New Jersey
$2.02M -$223M -1,619,790 -99%
FMTCOCP
610
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2M +$20.1K +146 +1%
LG
611
Leuthold Group
Minnesota
$1.97M -$2.11M -15,320 -52%
OSAM
612
O'Shaughnessy Asset Management
Connecticut
$1.96M +$227K +1,652 +13%
PNAA
613
Pictet North America Advisors
Switzerland
$1.96M -$5.36M -38,976 -73%
TFA
614
Transamerica Financial Advisors
Florida
$1.96M -$1.82M -13,250 -48%
ATS
615
Ashton Thomas Securities
New York
$1.95M +$277K +2,013 +17%
PI
616
PFG Investments
New York
$1.95M +$612K +4,447 +46%
PIA
617
Perennial Investment Advisors
California
$1.94M -$117K -849 -6%
GAB
618
German American Bancorp
Indiana
$1.94M +$1.39M +10,072 +249%
DLHL
619
Donald L. Hagan LLC
Florida
$1.94M -$740K -5,376 -28%
JHCP
620
Jackson Hole Capital Partners
Oklahoma
$1.92M +$413 +3 +0%
AWC
621
Adamsbrown Wealth Consultants
Kansas
$1.92M -$3.41M -24,807 -64%
AWM
622
AE Wealth Management
Kansas
$1.9M +$281K +2,045 +17%
BMCM
623
Bryn Mawr Capital Management
Pennsylvania
$1.9M -$27.5K -200 -1%
CWA
624
Clarus Wealth Advisors
Arizona
$1.89M -$235K -1,662 -11%
PWM
625
Purus Wealth Management
California
$1.88M +$272K +1,979 +17%
23 24
25
26 27