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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 %
BB
926
Burford Brothers
Texas
$749K +$93.3K +678 +14%
FWM
927
Focused Wealth Management
New York
$749K -$9.8M -71,236 -93%
PWW
928
Pettyjohn Wood & White
Virginia
$749K -$10.3K -75 -1%
Franklin Resources
929
Franklin Resources
California
$744K +$21.9K +159 +3%
PA
930
Parallel Advisors
California
$742K -$497K -3,615 -40%
SCA
931
Sage Capital Advisors
South Dakota
$742K -$1.24K -9 -0.2%
JEST
932
JTC Employer Solutions Trustee
Jersey
$741K – – –
FCP
933
Fidelis Capital Partners
Florida
$741K -$317K -2,149 -30%
HWA
934
Heritage Wealth Advisors
Virginia
$741K +$35.6K +259 +5%
AWM
935
Aries Wealth Management
Maine
$737K -$63.7K -463 -8%
ATC
936
Argent Trust Co
Tennessee
$735K +$33K +240 +5%
HIA
937
Harbor Investment Advisory
Maryland
$732K -$47.7K -347 -6%
BFA
938
Bragg Financial Advisors
North Carolina
$730K +$231K +1,682 +46%
Bank Julius Baer & Co
939
Bank Julius Baer & Co
Switzerland
$729K +$50.4K +332 +7%
First Manhattan
940
First Manhattan
New York
$726K +$535K +3,892 +281%
GLA
941
Good Life Advisors
Pennsylvania
$725K -$407K -2,961 -36%
BI
942
Bolthouse Investments
California
$723K +$723K +5,254 New
KPWG
943
KFA Private Wealth Group
Virginia
$721K +$75.4K +548 +12%
CTC
944
Central Trust Company
Missouri
$719K – – –
SA
945
Strategic Advisors
New York
$710K -$130K -943 -15%
FDCP
946
Foster Dykema Cabot & Partners
Massachusetts
$710K – – –
EF
947
Empirical Finance
Pennsylvania
$709K +$709K +5,152 New
AI
948
Axecap Investments
Ohio
$708K -$9.63K -70 -1%
WCF
949
West Coast Financial
California
$707K -$4.82K -35 -0.7%
FI
950
Financial Insights
Washington
$705K +$27K +196 +4%
36 37
38
39 40