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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 %
AF
751
Arrow Financial
New York
$1.2M -$46.4K -337 -4%
SCM
752
SOL Capital Management
Maryland
$1.2M +$51.6K +375 +4%
FPW
753
Flywheel Private Wealth
California
$1.2M +$1.2M +8,733 New
FC
754
Fulcrum Capital
Washington
$1.2M – – –
FFWA
755
FRG Family Wealth Advisors
Washington
$1.19M – – –
OCM
756
Objective Capital Management
Ohio
$1.19M -$225K -1,632 -16%
LC
757
Lindbrook Capital
California
$1.18M +$2.34K +17 +0.2%
FWP
758
Forefront Wealth Partners
Texas
$1.18M +$1.18M +8,580 New
NWM
759
Nova Wealth Management
Florida
$1.17M +$1.17M +8,520 New
AWM
760
Activest Wealth Management
Florida
$1.17M -$846K -6,149 -42%
CWP
761
Curated Wealth Partners
California
$1.17M -$35.8K -260 -3%
MWM
762
Modern Wealth Management
Kansas
$1.17M +$856K +6,222 +275%
BA
763
Bristlecone Advisors
Washington
$1.16M – – –
FCH
764
Freestone Capital Holdings
Washington
$1.15M +$276K +2,008 +31%
T
765
Tidemark
California
$1.15M -$102K -743 -8%
KP
766
Keel Point
Alabama
$1.15M -$9.36K -68 -0.8%
MC
767
Moors & Cabot
Massachusetts
$1.14M +$34K +247 +3%
RMC
768
Ring Mountain Capital
California
$1.14M +$1.14M +8,251 New
GFA
769
Gallagher Fiduciary Advisors
Illinois
$1.13M +$136K +985 +14%
OFS
770
OneAscent Financial Services
Alabama
$1.13M +$1.13M +8,209 New
MA
771
Mezzasalma Advisors
New Jersey
$1.13M +$1.13M +8,182 New
RMDI
772
R.M. Davis Inc
Maine
$1.12M +$114K +830 +11%
NB
773
NBT Bank
New York
$1.12M -$87.4K -635 -7%
LC
774
LCNB Corp
Ohio
$1.12M – – –
RT
775
Rockland Trust
Massachusetts
$1.12M +$228K +1,658 +26%
29 30
31
32 33