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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 %
PT
726
Plimoth Trust
Massachusetts
$1.34M -$50.8K -369 -4%
HWA
727
Hillcrest Wealth Advisors
New Jersey
$1.33M – – –
BJL
728
Brighton Jones LLC
Washington
$1.33M +$272K +1,980 +26%
SFM
729
Signet Financial Management
New Jersey
$1.31M +$778K +5,658 +146%
APW
730
Acima Private Wealth
Virginia
$1.31M – – –
ACM
731
Absolute Capital Management
Pennsylvania
$1.3M -$53.2K -387 -4%
PTC
732
Private Trust Company
Ohio
$1.29M -$232K -1,686 -15%
B
733
Birchbrook
Maine
$1.28M -$29.6K -215 -2%
CCAL
734
City Center Advisors LLC
Michigan
$1.28M +$114K +831 +10%
BHA
735
Beech Hill Advisors
New York
$1.28M +$67K +487 +6%
SSWM
736
Smith Salley Wealth Management
North Carolina
$1.28M +$9.22K +67 +0.7%
FWM
737
Foguth Wealth Management
Michigan
$1.27M +$463K +3,211 +57%
PWP
738
Phillips Wealth Planners
Mississippi
$1.27M +$164K +1,171 +15%
BA
739
Birinyi Associates
Connecticut
$1.27M +$275 +2 +0%
VFPW
740
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.27M -$354K -2,573 -22%
RBFC
741
Roman Butler Fullerton & Co
Missouri
$1.27M +$738 +5 +0.1%
RWA
742
Roberts Wealth Advisors
California
$1.26M -$348K -2,473 -22%
Wellington Management Group
743
Wellington Management Group
Massachusetts
$1.26M -$119K -863 -9%
CMANY
744
Capital Management Associates (New York)
New York
$1.25M – – –
ISL
745
Ingalls & Snyder LLC
New York
$1.25M +$4.13K +30 +0.3%
CPRC
746
Consolidated Portfolio Review Corp
New York
$1.24M -$34K -247 -3%
SP
747
Stablepoint Partners
Massachusetts
$1.24M +$1.24M +9,002 New
AFM
748
Abbot Financial Management
Massachusetts
$1.23M -$13.8K -100 -1%
CWM
749
Cornerstone Wealth Management
Missouri
$1.21M -$76.8K -558 -6%
AllianceBernstein
750
AllianceBernstein
Tennessee
$1.21M -$1.17M -8,498 -49%
28 29
30
31 32