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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 %
QFA
626
Quattro Financial Advisors
Texas
$1.87M – – –
CWM
627
Concentrum Wealth Management
California
$1.87M -$23.1K -168 -1%
SGI
628
Summit Global Investments
Utah
$1.86M +$1.86M +13,542 New
NAG
629
Northstar Advisory Group
New Jersey
$1.86M -$2.78M -20,240 -60%
TFGT
630
TS Financial Group (TSFG)
Illinois
$1.85M -$30K -218 -2%
CG
631
Caprock Group
Idaho
$1.84M -$49.3K -358 -3%
CCP
632
Cushing Capital Partners
Wisconsin
$1.83M +$1.83M +13,332 New
KCPT
633
Kingstone Capital Partners Texas
Texas
$1.81M +$1.81M +13,137 New
FB
634
First Bancorp
Maine
$1.8M – – –
HCMT
635
Highland Capital Management (Tennessee)
Tennessee
$1.79M -$35.8K -260 -2%
CA
636
CWC Advisors
Oregon
$1.79M +$67.4K +490 +4%
OIS
637
Okabena Investment Services
Minnesota
$1.78M +$132K +963 +8%
FGWP
638
Founders Grove Wealth Partners
Virginia
$1.78M +$1.78M +12,921 New
RFC
639
Regions Financial Corp
Alabama
$1.76M -$74.4K -541 -4%
BCP
640
Berkeley Capital Partners
Georgia
$1.74M +$891K +6,474 +105%
SJIM
641
St. Johns Investment Management
Florida
$1.72M -$16.8K -122 -1%
EW
642
Evoke Wealth
California
$1.72M -$27.4K -199 -2%
FFWM
643
Future Financial Wealth Management
Ohio
$1.72M +$86.7K +630 +5%
CA
644
Crumly & Associates
Illinois
$1.71M -$40.3K -293 -2%
AA
645
AlphaQ Advisors
Florida
$1.71M +$6.19K +45 +0.4%
HGERS
646
Householder Group Estate & Retirement Specialist
Arizona
$1.71M -$689K -5,013 -29%
AF
647
Apollon Financial
South Carolina
$1.7M -$150K -1,092 -8%
PA
648
Procyon Advisors
Connecticut
$1.69M -$1.98M -14,424 -54%
TSWM
649
Tyler-Stone Wealth Management
Ohio
$1.69M +$59.2K +430 +4%
SW
650
SMART Wealth
Nebraska
$1.69M -$354K -2,572 -17%
24 25
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