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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 %
AC
851
Avestar Capital
New York
$920K +$38K +276 +4%
AG
852
Ascent Group
Virginia
$916K -$262K -1,907 -22%
GWM
853
Geneos Wealth Management
Colorado
$914K +$16.4K +119 +2%
BF
854
BOK Financial
Oklahoma
$913K – – –
MAM
855
MMA Asset Management
Pennsylvania
$911K -$2.04M -14,843 -69%
Mackenzie Financial
856
Mackenzie Financial
Ontario, Canada
$911K -$1.37M -9,985 -60%
MAMG
857
Milestone Asset Management Group
Connecticut
$911K +$911K +6,625 New
VWA
858
Visionary Wealth Advisors
Illinois
$904K -$1.53M -11,156 -63%
NCM
859
Narwhal Capital Management
Georgia
$902K -$96.3K -700 -10%
PCFFS
860
Pacific Center for Financial Services
California
$895K +$138 +1 +0%
MCCP
861
Mission Creek Capital Partners
California
$892K +$2.2K +16 +0.2%
JF
862
Jump Financial
Illinois
$891K -$7.42M -53,963 -89%
GAG
863
GM Advisory Group
New York
$888K +$89.4K +650 +11%
SIC
864
Sigma Investment Counselors
Michigan
$885K +$257K +1,866 +41%
MLL
865
Moody Lynn & Lieberson
Massachusetts
$883K -$32.6K -237 -4%
MA
866
MKT Advisors
California
$882K +$91.1K +650 +12%
WB
867
WesBanco Bank
West Virginia
$882K -$227K -1,650 -20%
CFS
868
Coordinated Financial Services
Colorado
$881K +$881K +6,403 New
OPWM
869
Oxinas Partners Wealth Management
Indiana
$878K -$420K -3,056 -32%
SC
870
Sapient Capital
Indiana
$876K +$304K +2,213 +53%
VWM
871
VCI Wealth Management
Missouri
$875K +$61.6K +448 +8%
LMKC
872
L.M. Kohn & Company
Ohio
$873K -$44.6K -324 -5%
BFA
873
Beaumont Financial Advisors
Massachusetts
$872K -$107K -776 -11%
MG
874
McHugh Group
Ohio
$870K +$870K +6,322 New
RA
875
Rational Advisors
New York
$868K -$27.8K -202 -3%
33 34
35
36 37