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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 %
FPF
1026
First Pacific Financial
Washington
$576K +$298K +2,168 +107%
WHCI
1027
W.H. Cornerstone Investments
Massachusetts
$573K +$573K +4,167 New
FMWA
1028
Forvis Mazars Wealth Advisors
Missouri
$571K +$56.1K +408 +11%
Lazard Asset Management
1029
Lazard Asset Management
New York
$570K -$569K -4,145 -50%
FPGK
1030
Financial Partners Group (Kansas)
Kansas
$570K +$3.3K +24 +0.6%
RPWA
1031
Regent Peak Wealth Advisors
Georgia
$566K +$1.1K +8 +0.2%
WAS
1032
Wealth Advisory Solutions
Indiana
$564K +$14.6K +106 +3%
BWM
1033
BCS Wealth Management
Tennessee
$561K +$138 +1 +0%
FPAS
1034
Focus Partners Advisor Solutions
Missouri
$559K +$1.93K +14 +0.3%
SS
1035
SBI Securities
Japan
$557K +$557K +4,051 New
VCA
1036
Verdence Capital Advisors
Maryland
$557K +$1.51K +11 +0.3%
SXL
1037
Summit X LLC
Missouri
$556K +$80.3K +584 +17%
FF
1038
Finley Financial
Nevada
$556K +$556K +3,956 New
MGWM
1039
Marks Group Wealth Management
Minnesota
$555K – – –
CWM
1040
Collaborative Wealth Management
Florida
$554K +$8.12K +59 +1%
EDRH
1041
Edmond de Rothschild Holding
Switzerland
$551K -$32.5K -236 -6%
MC
1042
Montag & Caldwell
Georgia
$551K -$3.99K -29 -0.7%
GWM
1043
Greenwich Wealth Management
Connecticut
$547K +$4.67K +34 +0.9%
RIA
1044
RPG Investment Advisory
California
$545K -$4.82K -35 -0.9%
AFAS
1045
Acorn Financial Advisory Services
Virginia
$545K +$44.4K +323 +9%
AWM
1046
Able Wealth Management
New Jersey
$543K +$57.1K +415 +12%
WWM
1047
Waterway Wealth Management
Texas
$543K -$225K -1,633 -29%
VWM
1048
Valley Wealth Managers
New Jersey
$543K – – –
AIM
1049
Allen Investment Management
New York
$542K – – –
MWM
1050
MGB Wealth Management
Texas
$541K +$137 +1 +0%
40 41
42
43 44