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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 %
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$991K +$514K +3,735 +108%
CIA
827
Cladis Investment Advisory
Montana
$990K +$204K +1,485 +26%
FEM
828
Fulcrum Equity Management
Texas
$981K -$105K -760 -10%
KFGK
829
Keystone Financial Group (Kentucky)
Kentucky
$980K +$275 +2 +0%
PJSIMP
830
P.J. Schmidt Investment Management (PJS)
Wisconsin
$966K -$258K -1,876 -21%
LIA
831
Lynx Investment Advisory
District of Columbia
$964K +$105K +762 +12%
DCM
832
Delta Capital Management
New Jersey
$963K +$963K +7,000 New
DP
833
Dearborn Partners
Illinois
$958K +$109K +791 +13%
KCAM
834
Kagan Cocozza Asset Management
New Jersey
$958K +$958K +6,963 New
EWA
835
Exencial Wealth Advisors
Oklahoma
$958K -$93.4K -679 -9%
GCA
836
Greenwood Capital Associates
South Carolina
$955K -$296K -2,154 -24%
TVM
837
True Vision MN
Minnesota
$954K +$954K +6,933 New
EPM
838
Elm Partners Management
Pennsylvania
$954K +$299K +2,173 +46%
MWM
839
Mosley Wealth Management
California
$951K +$185K +1,272 +24%
CA
840
Claro Advisors
Massachusetts
$945K -$650K -4,726 -41%
MIM
841
Marco Investment Management
Georgia
$944K -$342K -2,484 -27%
CAMG
842
CWA Asset Management Group
Florida
$943K +$658K +4,782 +231%
MFG
843
Midwest Financial Group
Kansas
$935K -$12.5K -91 -1%
EB
844
Eastern Bank
Massachusetts
$934K +$99.3K +722 +12%
RBC
845
Roble Belko & Company
Pennsylvania
$932K -$4.82K -35 -0.5%
TWM
846
Tradition Wealth Management
Minnesota
$931K -$6.47K -47 -0.7%
ICP
847
Interchange Capital Partners
Pennsylvania
$930K -$149K -1,080 -14%
VFA
848
Valeo Financial Advisors
Indiana
$926K +$46.4K +337 +5%
CTA
849
Camelot Technology Advisors
California
$924K -$235K -1,709 -20%
BMM
850
Berkshire Money Management
Massachusetts
$922K -$3.4M -24,724 -79%
32 33
34
35 36