XLV icon

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 %
JF
876
JSF Financial
California
$861K -$6.77M -49,232 -89%
CWC
877
Carolinas Wealth Consulting
North Carolina
$860K +$550 +4 +0.1%
Empower Advisory Group
878
Empower Advisory Group
Colorado
$859K +$327K +2,374 +61%
HP
879
Holistic Planning
Texas
$859K +$663K +4,817 +337%
CCM
880
Condor Capital Management
New Jersey
$858K +$35.8K +260 +4%
SPW
881
Sonoma Private Wealth
California
$853K +$101K +735 +13%
EGA
882
E&G Advisors
Texas
$850K -$5.5K -40 -0.6%
CW
883
Channel Wealth
California
$849K -$84.5K -614 -9%
NRI
884
NFP Retirement Inc
California
$846K -$43.6K -317 -5%
CA
885
Crewe Advisors
Utah
$845K -$31.9K -232 -4%
FLPIM
886
F.L. Putnam Investment Management
Massachusetts
$840K +$247K +1,796 +42%
VFA
887
Voya Financial Advisors
Connecticut
$839K +$66.3K +483 +9%
PSF
888
Pacific Sun Financial
California
$834K +$225K +1,638 +37%
ISFAN
889
Investor's Fiduciary Advisor Network
Washington
$833K +$833K +6,061 New
CWM
890
Comprehensive Wealth Management
Washington
$828K +$125K +911 +18%
BP
891
Ballentine Partners
Massachusetts
$827K -$28.2K -205 -3%
LWANC
892
Laurel Wealth Advisors (North Carolina)
North Carolina
$819K -$6.74K -49 -0.8%
FFA
893
Florida Financial Advisors
Florida
$817K -$399K -2,902 -33%
NAM
894
NTV Asset Management
West Virginia
$816K +$60.5K +440 +8%
TWA
895
Talisman Wealth Advisors
New Jersey
$816K +$15.8K +115 +2%
WPP
896
Whalerock Point Partners
Rhode Island
$816K – – –
MGIA
897
Matthew Goff Investment Advisor
Texas
$811K +$23.3K +169 +3%
OCM
898
Orleans Capital Management
Louisiana
$804K +$226K +1,545 +39%
JFGIW
899
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$802K +$329K +2,237 +69%
SAM
900
Sherman Asset Management
California
$802K +$802K +5,827 New
34 35
36
37 38