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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 %
FTUS
801
Flow Traders U.S.
New York
$1.05M -$898K -6,532 -46%
LIG
802
Lokken Investment Group
Delaware
$1.05M +$9.08K +66 +0.9%
CM
803
Crestline Management
Texas
$1.05M +$1.05M +7,604 New
VCM
804
Vivaldi Capital Management
Illinois
$1.05M +$15.2K +103 +1%
EMAM
805
Encompass More Asset Management
California
$1.04M -$796K -5,789 -43%
NFP
806
Narus Financial Partners
Utah
$1.04M -$58.3K -424 -5%
PFP
807
Pinnacle Financial Partners
Tennessee
$1.04M -$432 -3 -0%
DWM
808
Diversify Wealth Management
Utah
$1.03M +$1.03M +7,408 New
SC
809
Saiph Capital
New Jersey
$1.02M +$105K +761 +11%
SW
810
SVB Wealth
Massachusetts
$1.02M +$1.02M +7,412 New
FFM
811
Forum Financial Management
Illinois
$1.02M -$4.13K -30 -0.4%
EP
812
Edgestream Partners
New Jersey
$1.02M -$1.68M -12,207 -62%
SP
813
Stonebrook Private
Michigan
$1.01M +$232K +1,685 +30%
TW
814
Transform Wealth
Colorado
$1.01M -$51.9K -377 -5%
GFPC
815
Global Financial Private Client
Florida
$1.01M +$37.7K +274 +4%
HWA
816
Heartwood Wealth Advisors
Virginia
$1.01M -$15.5K -113 -2%
CCMW
817
Cypress Capital Management (Wyoming)
Wyoming
$1.01M -$335K -2,436 -25%
KWA
818
Kingswood Wealth Advisors
California
$1.01M +$56.7K +412 +6%
WFS
819
WealthGarden F.S.
California
$1M -$126K -919 -11%
LNB
820
Ledyard National Bank
$1M -$9.36K -68 -0.9%
KFG
821
Kelly Financial Group
Connecticut
$999K +$999K +7,260 New
AWM
822
Aberdeen Wealth Management
Illinois
$997K -$20.6K -150 -2%
TPW
823
Talon Private Wealth
Florida
$992K +$626K +4,552 +171%
Vontobel Holding
824
Vontobel Holding
Switzerland
$992K -$565K -4,107 -36%
SFC
825
Strategic Financial Concepts
Texas
$992K +$529K +3,844 +114%
31 32
33
34 35