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 %
IWP
951
Insight Wealth Partners
Texas
$705K -$52.3K -380 -7%
AT
952
Arlington Trust
Alabama
$704K +$51.6K +375 +8%
CMI
953
Clare Market Investments
Texas
$701K +$1.93K +14 +0.3%
AFO
954
Arrowroot Family Office
California
$690K +$52.1K +379 +8%
OAM
955
Occidental Asset Management
California
$688K -$345K -2,505 -33%
GI
956
GAMCO Investors
Connecticut
$688K – – –
BAM
957
Broyhill Asset Management
North Carolina
$688K +$688K +5,000 New
SFP
958
Shepherd Financial Partners
Massachusetts
$683K +$26K +189 +4%
AWA
959
Arete Wealth Advisors
Illinois
$683K +$5.77K +42 +0.9%
VFG
960
Victory Financial Group
Texas
$683K +$683K +4,962 New
LWMT
961
Legacy Wealth Management (Tennessee)
Tennessee
$681K +$67.7K +492 +11%
OC
962
Opinicus Capital
Florida
$675K -$2.89K -21 -0.4%
VVP
963
Venture Visionary Partners
Ohio
$674K -$158K -1,148 -19%
GSAM
964
Grant Street Asset Management
Pennsylvania
$671K +$424K +3,084 +172%
EHC
965
Everett Harris & Co
California
$671K – – –
Kovitz Investment Group Partners
966
Kovitz Investment Group Partners
Illinois
$666K +$666K +4,837 New
FT
967
Fiduciary Trust
Massachusetts
$664K +$228K +1,658 +52%
WC
968
Waterloo Capital
Texas
$663K -$52.3K -380 -7%
AFP
969
Ausdal Financial Partners
Iowa
$659K +$105K +761 +19%
RFA
970
RTD Financial Advisors
Pennsylvania
$658K – – –
IP
971
Intellectus Partners
California
$656K +$7.02K +51 +1%
ATC
972
Adirondack Trust Company
New York
$656K -$3.16K -23 -0.5%
APIM
973
Agate Pass Investment Management
Washington
$655K – – –
MEAC
974
M.E. Allison & Co
Texas
$654K +$654K +4,752 New
LSPW
975
Lake Street Private Wealth
Illinois
$645K -$361K -2,622 -36%
37 38
39
40 41