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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 %
ARG
651
Advisory Resource Group
Oklahoma
$1.68M +$142K +1,033 +9%
FIM
652
Fernwood Investment Management
Massachusetts
$1.68M – – –
LI
653
LMCG Investments
Massachusetts
$1.67M +$259K +1,883 +18%
Brown Advisory
654
Brown Advisory
Maryland
$1.67M -$73.5K -534 -4%
MAG
655
M3 Advisory Group
Massachusetts
$1.67M -$22.4K -163 -1%
CCM
656
Crew Capital Management
Ohio
$1.66M -$100K -728 -6%
1IA
657
1834 Investment Advisors
Wisconsin
$1.66M -$62K -451 -4%
WA
658
WP Advisors
California
$1.65M -$6.88K -50 -0.4%
SPC
659
Spirepoint Private Client
Florida
$1.64M +$67.7K +492 +4%
RCA
660
Ranch Capital Advisors
Florida
$1.64M +$85.7K +623 +6%
BAAM
661
Baker Avenue Asset Management
California
$1.64M -$103K -751 -6%
RWP
662
RWA Wealth Partners
Massachusetts
$1.64M +$628K +4,564 +62%
WOC
663
West Oak Capital
California
$1.64M – – –
LJAC
664
L.J. Altfest & Co
New York
$1.63M +$703K +5,108 +75%
AIM
665
Advyzon Investment Management
Illinois
$1.63M +$1.63M +11,826 New
MW
666
Marcum Wealth
Ohio
$1.6M +$134K +976 +9%
CAS
667
CTC Alternative Strategies
Illinois
$1.6M +$791K +5,750 +97%
GWSG
668
GPS Wealth Strategies Group
Colorado
$1.6M -$91.6K -666 -5%
PVI
669
Pine Valley Investments
New Jersey
$1.59M -$280K -2,033 -15%
LFS
670
Legacy Financial Strategies
Kansas
$1.59M -$90.1K -655 -5%
RIA
671
Realta Investment Advisors
Delaware
$1.58M -$579K -4,164 -27%
RFN
672
Redwood Financial Network
Ohio
$1.58M +$122K +889 +8%
UBP
673
Union Bancaire Privee
Switzerland
$1.58M +$1.58M +11,413 New
BWG
674
Beta Wealth Group
California
$1.57M +$1.57M +11,400 New
Man Group
675
Man Group
United Kingdom
$1.57M +$1.47M +10,666 +1,479%
25 26
27
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