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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 %
MPW
701
MA Private Wealth
California
$1.45M -$124K -903 -8%
TCA
702
Trifecta Capital Advisors
Illinois
$1.45M +$114K +830 +9%
MGIA
703
Moneta Group Investment Advisors
Missouri
$1.45M +$97.7K +710 +7%
CL
704
Choreo LLC
Illinois
$1.45M +$11.3K +82 +0.8%
ACM
705
Ategra Capital Management
Virginia
$1.44M +$1.44M +10,500 New
CI Investments Inc
706
CI Investments Inc
Ontario, Canada
$1.44M +$1.44M +10,500 New
AWM
707
Avior Wealth Management
Nebraska
$1.44M -$216K -1,569 -13%
CWM
708
Cranbrook Wealth Management
Michigan
$1.44M +$49.5K +360 +4%
SMC
709
Smith, Moore & Co
Missouri
$1.43M +$37.6K +273 +3%
SFG
710
Stonebridge Financial Group
Pennsylvania
$1.43M +$1.43M +10,381 New
SCM
711
Sage Capital Management
New Jersey
$1.42M -$193K -1,401 -12%
HI
712
Hudock Inc
Pennsylvania
$1.42M +$14.4K +105 +1%
ML
713
McAdam LLC
Pennsylvania
$1.4M -$18K -131 -1%
4A
714
4Wealth Advisors
Illinois
$1.39M +$1.39M +10,132 New
LPAM
715
Lodestar Private Asset Management
California
$1.39M +$2.34K +17 +0.2%
TNB
716
Thomasville National Bank
Georgia
$1.39M – – –
PWSG
717
Pacific Wealth Strategies Group
California
$1.38M +$302K +2,197 +28%
BBA
718
BLB&B Advisors
Pennsylvania
$1.38M +$1.38M +10,008 New
SAM
719
Selway Asset Management
$1.37M -$15.1K -110 -1%
CBT
720
Central Bank & Trust
Kentucky
$1.37M +$101K +733 +8%
WT
721
Whittier Trust
California
$1.36M +$6.88K +50 +0.5%
FIA
722
FNY Investment Advisers
New York
$1.36M +$1.36M +9,855 New
CCG
723
Cypress Capital Group
Florida
$1.35M -$535K -3,886 -28%
SOS
724
Silver Oak Securities
Tennessee
$1.34M -$901K -6,567 -40%
LA
725
Legacy Advisors
Pennsylvania
$1.34M +$25.2K +183 +2%
27 28
29
30 31