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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 %
LL
976
LPWM LLC
Minnesota
$644K – – –
SFP
977
Strategic Financial Partners
Oregon
$643K -$124K -903 -16%
IAS
978
Investment Advisory Services
Texas
$643K -$108K -787 -14%
SS
979
Sunbelt Securities
Texas
$643K +$106K +772 +20%
LC
980
Luminist Capital
Michigan
$642K +$642K +4,669 New
BWP
981
Balboa Wealth Partners
Arizona
$640K -$42.8K -311 -6%
FPCP
982
Fort Point Capital Partners
California
$638K -$50.4K -366 -7%
IA
983
Insight Advisors
Pennsylvania
$638K -$72.1K -525 -10%
SAM
984
Sequent Asset Management
Texas
$635K – – –
MWA
985
Meridian Wealth Advisors
Texas
$634K – – –
FTA
986
Financial & Tax Architects
Missouri
$633K +$69.6K +506 +12%
WPC
987
Wedmont Private Capital
Pennsylvania
$631K +$152K +1,085 +32%
MF
988
Meridian Financial
Massachusetts
$630K +$14.4K +105 +2%
FAB
989
First American Bank
Illinois
$629K +$629K +4,575 New
SAF
990
Smith Anglin Financial
Texas
$628K +$62K +451 +11%
ANBT
991
American National Bank & Trust
Texas
$624K -$14.3K -104 -2%
MFIM
992
Mesirow Financial Investment Management
Illinois
$621K – – –
HFW
993
Horizon Family Wealth
Illinois
$620K -$40K -291 -6%
HR
994
Howe & Rusling
New York
$619K -$54.6K -397 -8%
ACS
995
Archford Capital Strategies
Illinois
$616K -$9.63K -70 -2%
TCOO
996
Trust Company of Oklahoma
Oklahoma
$616K +$223K +1,622 +57%
CWM
997
Chicago Wealth Management
Illinois
$615K +$21.6K +157 +4%
SSA
998
Schonfeld Strategic Advisors
New York
$615K -$198K -1,436 -24%
IIA
999
Integral Investment Advisors
California
$613K +$78.1K +568 +15%
TI
1000
tru Independence
Oregon
$613K +$2.48K +18 +0.4%
38 39
40
41 42