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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 %
BFO
1001
Biltmore Family Office
North Carolina
$612K -$6.88K -50 -1%
CNWM
1002
Clay Northam Wealth Management
California
$612K – – –
NCM
1003
Noesis Capital Mangement
Florida
$611K -$10.3K -75 -2%
CPA
1004
Court Place Advisors
Maryland
$606K -$66K -480 -10%
BFS
1005
Bradley Foster & Sargent
Connecticut
$606K -$68.8K -500 -10%
NP
1006
NorthRock Partners
Minnesota
$603K -$259K -1,880 -30%
MWM
1007
Mission Wealth Management
California
$603K -$60.8K -442 -9%
GJWM
1008
Gilliland Jeter Wealth Management
Arkansas
$602K +$24.1K +175 +4%
SYBT
1009
Stock Yards Bank & Trust
Kentucky
$602K -$115K -839 -16%
PFA
1010
Pure Financial Advisors
California
$601K +$27.1K +197 +5%
DWS
1011
Dynamic Wealth Strategies
California
$599K +$14.7K +107 +3%
FCA
1012
FLC Capital Advisors
California
$598K +$47.6K +346 +9%
AQR Capital Management
1013
AQR Capital Management
Connecticut
$596K +$596K +4,332 New
CPIG
1014
Chicago Partners Investment Group
Illinois
$595K -$1.4K -10 -0.2%
ERWM
1015
Elk River Wealth Management
Colorado
$595K +$42.2K +307 +8%
SA
1016
Sovran Advisors
California
$590K +$590K +4,213 New
HA
1017
Heartland Advisors
Wisconsin
$589K +$589K +4,281 New
SRC
1018
Shufro Rose & Co
New York
$588K -$136K -990 -19%
SLWA
1019
San Luis Wealth Advisors
California
$586K -$21.7K -158 -4%
KF
1020
KKM Financial
Illinois
$584K – – –
ACG
1021
Allen Capital Group
Nebraska
$583K – – –
JCFM
1022
JBR Co Financial Management
Oklahoma
$579K -$22.1K -161 -4%
GEA
1023
Glen Eagle Advisors
New Jersey
$578K -$33.7K -245 -6%
CCA
1024
Childress Capital Advisors
Texas
$578K – – –
GBWM
1025
Granite Bay Wealth Management
New Hampshire
$577K +$5.51K +40 +1%
39 40
41
42 43